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iShares ESG Aware MSCI USA ETF

739 hedge funds and large institutions have $10.3B invested in iShares ESG Aware MSCI USA ETF in 2024 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 235 increasing their positions, 309 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 45

1% more capital invested

Capital invested by funds: $10.2B → $10.3B (+$113M)

1% less funds holding

Funds holding: 746739 (-7)

2.66% less ownership

Funds ownership: 80.1%77.44% (-2.7%)

10% less funds holding in top 10

Funds holding in top 10: 2119 (-2)

24% less repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 309

Holders
739
Holders Change
-7
Holders Change %
-0.94%
% of All Funds
10.61%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.27%
New
50
Increased
235
Reduced
309
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFA
676
LGT Financial Advisors
Texas
$52.2K +$4.61K +38 +10%
CPG
677
Cornerstone Planning Group
New Jersey
$52.2K -$103K -849 -67%
AIC
678
Archer Investment Corporation
Indiana
$52K
HR
679
Howe & Rusling
New York
$46.5K +$44.8K +369 New
DFA
680
DHJJ Financial Advisors
Illinois
$46.1K
TAM
681
Tucker Asset Management
Colorado
$42.1K -$50K -412 -55%
IHWM
682
Iron Horse Wealth Management
Iowa
$39.5K
FAM
683
Family Asset Management
South Carolina
$38.7K -$121 -1 -0.3%
FFWM
684
Future Financial Wealth Management
Ohio
$38K +$36.5K +301 New
FFO
685
Fortitude Family Office
Arizona
$37.2K
RIL
686
Rothschild Investment LLC
Illinois
$36.6K
PP
687
PrairieView Partners
Minnesota
$36K
CT
688
Clearstead Trust
Maine
$35.1K
PFBT
689
Parkside Financial Bank & Trust
Missouri
$32.7K
CJ
690
Caitlin John
Michigan
$32.5K
CFO
691
CVA Family Office
Colorado
$32.4K
BF
692
BOK Financial
Oklahoma
$28.6K +$27.8K +229 New
CWP
693
Concord Wealth Partners
Virginia
$28K
RP
694
Rice Partnership
Hawaii
$28K
FCA
695
FinTrust Capital Advisors
South Carolina
$26.9K
BLC
696
Brown, Lisle/Cummings
Rhode Island
$26.4K
CIA
697
Cape Investment Advisory
Georgia
$26.2K -$4.37K -36 -15%
IWP
698
IAG Wealth Partners
Wisconsin
$25.9K -$33.4K -275 -57%
NP
699
NorthRock Partners
Minnesota
$25.2K
TC
700
Trust Company
Kansas
$24.6K