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iShares ESG Aware MSCI USA ETF

746 hedge funds and large institutions have $10.2B invested in iShares ESG Aware MSCI USA ETF in 2024 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 193 increasing their positions, 371 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 42

1% more funds holding

Funds holding: 738746 (+8)

2% less capital invested

Capital invested by funds: $10.4B → $10.2B (-$170M)

1.67% less ownership

Funds ownership: 81.77%80.1% (-1.7%)

32% less funds holding in top 10

Funds holding in top 10: 3121 (-10)

48% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 371

Holders
746
Holders Change
+8
Holders Change %
+1.08%
% of All Funds
10.77%
Holding in Top 10
21
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-32.26%
% of All Funds
0.3%
New
60
Increased
193
Reduced
371
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
51
Mission Wealth Management
California
$19.6M -$173K -1,505 -0.9%
SHGA
52
Sand Hill Global Advisors
California
$18.9M +$81.2K +707 +0.4%
MD
53
Money Design
Japan
$17.4M -$2.47M -21,481 -13%
JIC
54
Joel Isaacson & Co
New York
$17.3M +$61.6K +536 +0.4%
RJFSA
55
Raymond James Financial Services Advisors
Florida
$17.3M -$1.57M -13,704 -9%
ACA
56
Affinity Capital Advisors
California
$17M +$1.49M +12,971 +10%
Two Sigma Investments
57
Two Sigma Investments
New York
$16.7M -$770K -6,700 -5%
OIA
58
OneDigital Investment Advisors
Kansas
$16.2M +$14.4M +125,080 +1,176%
IWC
59
Integrated Wealth Concepts
Massachusetts
$16.1M -$1.99M -17,360 -11%
EFG
60
Erickson Financial Group
Pennsylvania
$15.7M -$120K -1,047 -0.8%
AG
61
AlTi Global
New York
$14.5M +$1.15M +10,014 +9%
AC
62
Apella Capital
Connecticut
$14.3M -$344K -2,997 -2%
GS
63
GTS Securities
New York
$14.2M +$13.7M +119,109 New
AllianceBernstein
64
AllianceBernstein
Tennessee
$14.2M +$1.87M +16,266 +16%
Schroder Investment Management Group
65
Schroder Investment Management Group
United Kingdom
$13.9M
OWA
66
One Wealth Advisors
California
$13.7M -$2.16M -18,845 -14%
NA
67
NewEdge Advisors
Louisiana
$13.7M -$955K -8,315 -7%
SEI Investments
68
SEI Investments
Pennsylvania
$12.8M -$1.32M -11,531 -10%
FLPIM
69
F.L. Putnam Investment Management
Massachusetts
$12.6M +$840K +7,314 +7%
C1AG
70
Client 1st Advisory Group
Florida
$12.5M -$1.63M -14,216 -12%
VHAM
71
Van Hulzen Asset Management
California
$12.4M -$4.02M -35,001 -25%
Mariner
72
Mariner
Kansas
$12.3M +$272K +2,371 +2%
PMA
73
Prudent Man Advisors
Illinois
$12.3M +$3.02M +26,311 +34%
Corient Private Wealth
74
Corient Private Wealth
Florida
$12.2M +$544K +4,740 +5%
BEC
75
Blue Edge Capital
Virginia
$12M +$64.3K +560 +0.6%