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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
10.97%
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
GWSG
701
GPS Wealth Strategies Group
Colorado
$47.1K
RIL
702
Rothschild Investment LLC
Illinois
$44.5K +$41.5K +424 New
AIC
703
Archer Investment Corporation
Indiana
$43.2K
JFA
704
JNBA Financial Advisors
Minnesota
$43K
RIM
705
Rockbridge Investment Management
New York
$42.5K +$39.7K +405 New
DFA
706
DHJJ Financial Advisors
Illinois
$38.3K -$490 -5 -1%
IHWM
707
Iron Horse Wealth Management
Iowa
$33K
HIA
708
Harbor Investment Advisory
Maryland
$32.8K +$16.7K +171 +120%
SIC
709
Salem Investment Counselors
North Carolina
$32.6K
FAM
710
Family Asset Management
South Carolina
$32.3K -$2.94K -30 -9%
PP
711
PrairieView Partners
Minnesota
$31K
CT
712
Clearstead Trust
Maine
$29.2K
PFBT
713
Parkside Financial Bank & Trust
Missouri
$27.2K +$25.4K +259 New
CJ
714
Caitlin John
Michigan
$27.2K +$25.4K +259 New
CFO
715
CVA Family Office
Colorado
$27K +$25.2K +257 New
BCM
716
Bourgeon Capital Management
Connecticut
$26.2K +$2.45K +25 +11%
IPW
717
Impact Partnership Wealth
Georgia
$25.4K +$2.25K +23 +11%
RP
718
Rice Partnership
Hawaii
$24.9K -$979 -10 -4%
BLC
719
Brown, Lisle/Cummings
Rhode Island
$21.9K
CWC
720
Carolinas Wealth Consulting
North Carolina
$20K
KFI
721
Key Financial Inc
Pennsylvania
$19.6K
EWA
722
Elevate Wealth Advisory
Georgia
$18.5K +$17.2K +176 New
Fifth Third Bancorp
723
Fifth Third Bancorp
Ohio
$17.3K +$16.2K +165 New
WIA
724
Wetzel Investment Advisors
Indiana
$17K +$16.1K +164 New
BCMLT
725
Beacon Capital Management LLC (Tennessee)
Tennessee
$16.9K