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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
CWC
701
Carolinas Wealth Consulting
North Carolina
$24.1K
CA
702
Centerpoint Advisors
Massachusetts
$24K
KFI
703
Key Financial Inc
Pennsylvania
$23.6K
EWA
704
Elevate Wealth Advisory
Georgia
$22.2K
SIC
705
Salem Investment Counselors
North Carolina
$22.2K
SL
706
Salomon & Ludwin
Virginia
$20.3K
CCMI
707
Creative Capital Management Investments
California
$19.4K
DF
708
Dunhill Financial
United Kingdom
$19K +$121 +1 +0.7%
ACA
709
Atlas Capital Advisors
Wyoming
$18K
AAG
710
Armstrong Advisory Group
Massachusetts
$17.5K +$16.9K +139 New
PMFA
711
Plante Moran Financial Advisors
Michigan
$16.9K
SSB
712
Sandy Spring Bank
Maryland
$15.8K
CB
713
Community Bank
New York
$15.8K
SRCM
714
Signature Resources Capital Management
California
$15.5K
GSEP
715
Golden State Equity Partners
California
$14.9K +$14.3K +118 New
ETS
716
ESL Trust Services
New York
$14.5K
GFPC
717
Global Financial Private Client
Florida
$12.7K
CFS
718
CGC Financial Services
Oregon
$12.6K
GWM
719
Grand Wealth Management
Michigan
$12.5K +$12K +99 New
RWM
720
Ruedi Wealth Management
Illinois
$12.1K
CFG
721
Copley Financial Group
California
$10.6K +$10.2K +84 New
FFC
722
First Financial Corp
Indiana
$10.5K
MFC
723
Morris Financial Concepts
South Carolina
$9.21K +$850 +7 +11%
CSC
724
Caldwell Sutter Capital
California
$7.32K
PA
725
PSI Advisors
Florida
$6.66K