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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
CAM
51
Clarity Asset Management
Iowa
$23.4M +$21.9M +223,467 New
IWA
52
Icon Wealth Advisors
Texas
$22.3M +$20.8M +212,777 New
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$21.7M -$4.84M -49,389 -19%
I
54
IMPACTfolio
Colorado
$20.9M +$739K +7,544 +4%
AWS
55
Atria Wealth Solutions
New York
$20.1M -$3M -30,663 -14%
DL
56
DOHJ LLC
Washington
$19.9M +$2.47M +25,201 +15%
JSW
57
Journey Strategic Wealth
New Jersey
$19.3M +$902K +9,214 +5%
National Bank of Canada
58
National Bank of Canada
Quebec, Canada
$19M -$5.52M -56,313 -24%
OWA
59
One Wealth Advisors
California
$18.7M -$93K -950 -0.5%
Truist Financial
60
Truist Financial
North Carolina
$18.7M -$489K -4,994 -3%
MD
61
Money Design
Japan
$18.3M -$1.76M -17,934 -9%
CL
62
Choreo LLC
Illinois
$18.2M -$339K -3,463 -2%
IWC
63
Integrated Wealth Concepts
Massachusetts
$18.1M -$883K -9,012 -5%
RJA
64
Raymond James & Associates
Florida
$17.8M +$107K +1,094 +0.6%
MWM
65
Mission Wealth Management
California
$17.6M +$3.01M +30,744 +22%
SHGA
66
Sand Hill Global Advisors
California
$17.3M +$246K +2,513 +2%
SEI Investments
67
SEI Investments
Pennsylvania
$17.1M -$483K -4,932 -3%
RJFSA
68
Raymond James Financial Services Advisors
Florida
$16.9M -$692K -7,066 -4%
AI
69
Atria Investments
North Carolina
$16M +$739K +7,545 +5%
APW
70
Austin Private Wealth
Texas
$15.5M +$2.31M +23,616 +19%
VHAM
71
Van Hulzen Asset Management
California
$15.1M -$299K -3,050 -2%
Prudential Financial
72
Prudential Financial
New Jersey
$14.7M -$701K -7,159 -5%
JIC
73
Joel Isaacson & Co
New York
$14.5M +$131K +1,341 +1%
C1AG
74
Client 1st Advisory Group
Florida
$14.1M -$2.77M -28,286 -17%
NCM
75
Northwest Capital Management
Oregon
$14.1M -$437K -4,467 -3%