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iShares ESG Aware MSCI USA ETF

752 hedge funds and large institutions have $11.9B invested in iShares ESG Aware MSCI USA ETF in 2023 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 271 increasing their positions, 282 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 46

12% more capital invested

Capital invested by funds: $10.6B → $11.9B (+$1.28B)

8% more funds holding

Funds holding: 699752 (+53)

7% more funds holding in top 10

Funds holding in top 10: 4548 (+3)

1.02% more ownership

Funds ownership: 88.52%89.54% (+1%)

4% less repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 282

Holders
752
Holders Change
+53
Holders Change %
+7.58%
% of All Funds
10.96%
Holding in Top 10
48
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.67%
% of All Funds
0.7%
New
107
Increased
271
Reduced
282
Closed
46
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MSWM
676
McGlone Suttner Wealth Management
Wisconsin
$111K +$103K +1,054 New
BFPW
677
BOK Financial Private Wealth
Colorado
$108K
GWM
678
Geneos Wealth Management
Colorado
$106K +$8.62K +88 +10%
TLA
679
Tanglewood Legacy Advisors
Texas
$105K
IRAG
680
Investment Research & Advisory Group
Georgia
$105K +$686 +7 +0.7%
FP
681
Financial Perspectives
Minnesota
$100K +$98 +1 +0.1%
FMII
682
Farmers & Merchants Investments Inc
Nebraska
$96.4K +$90K +919 New
AWM
683
Abound Wealth Management
Tennessee
$94.4K -$294 -3 -0.3%
GEA
684
Glen Eagle Advisors
New Jersey
$91.3K -$10.4K -106 -11%
TAM
685
Tucker Asset Management
Colorado
$83.3K
NSG
686
Nalls Sherbakoff Group
Tennessee
$82.5K
JWA
687
JFS Wealth Advisors
Pennsylvania
$79.4K +$74.1K +757 New
SWM
688
Sugarloaf Wealth Management
Georgia
$78K
WCM
689
Winthrop Capital Management
Indiana
$76.6K +$71.5K +730 New
SS
690
Sunbelt Securities
Texas
$71.9K -$4.41K -45 -6%
OSAM
691
O'Shaughnessy Asset Management
Connecticut
$70.1K -$17.2K -176 -21%
CIA
692
Cape Investment Advisory
Georgia
$68.9K +$2.84K +29 +5%
HWP
693
Highline Wealth Partners
California
$67.6K
CFFP
694
Center for Financial Planning
Michigan
$61.7K
IRC
695
Investors Research Corp
Georgia
$61K +$8.62K +88 +18%
RA
696
Rise Advisors
New York
$57.5K +$392 +4 +0.7%
GFPC
697
Global Financial Private Client
Florida
$56.1K +$14.1K +144 +37%
TVAMP
698
Tennessee Valley Asset Management Partners
Tennessee
$54.8K +$51.1K +522 New
NC
699
NewSquare Capital
Pennsylvania
$50.4K -$5.09K -52 -10%
IWP
700
IAG Wealth Partners
Wisconsin
$50.4K