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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
ACA
51
Affinity Capital Advisors
California
$19.1M +$1.13M +9,330 +7%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$18.8M +$475K +3,909 +3%
MD
53
Money Design
Japan
$18.2M -$176K -1,451 -1%
EFG
54
Erickson Financial Group
Pennsylvania
$16.3M -$249K -2,053 -2%
OIA
55
OneDigital Investment Advisors
Kansas
$15.7M -$1.33M -10,973 -8%
AG
56
AlTi Global
New York
$15.4M +$75.9K +625 +0.5%
AllianceBernstein
57
AllianceBernstein
Tennessee
$15.1M +$116K +952 +0.8%
OWA
58
One Wealth Advisors
California
$14.8M +$971 +8 +0%
AC
59
Apella Capital
Connecticut
$14.8M +$86.8K +715 +0.6%
NA
60
NewEdge Advisors
Louisiana
$14.4M -$109K -895 -0.8%
Schroder Investment Management Group
61
Schroder Investment Management Group
United Kingdom
$13.9M -$650K -5,353 -5%
Corient Private Wealth
62
Corient Private Wealth
Florida
$13.3M +$365K +3,007 +3%
FLPIM
63
F.L. Putnam Investment Management
Massachusetts
$13.3M -$55K -453 -0.4%
SEI Investments
64
SEI Investments
Pennsylvania
$13.2M -$265K -2,185 -2%
Mariner
65
Mariner
Kansas
$12.9M -$96.2K -792 -0.8%
C1AG
66
Client 1st Advisory Group
Florida
$12.8M -$384K -3,165 -3%
PMA
67
Prudent Man Advisors
Illinois
$12.7M -$294K -2,421 -2%
SCA
68
STALEY CAPITAL ADVISERS
Pennsylvania
$12.6M
BEC
69
Blue Edge Capital
Virginia
$12.4M -$320K -2,633 -3%
PL
70
Plancorp LLC
Missouri
$12.1M -$133K -1,098 -1%
Fisher Asset Management
71
Fisher Asset Management
Washington
$12M -$115K -948 -1%
LWP
72
Laurel Wealth Planning
Minnesota
$11.7M -$746K -6,141 -6%
VHAM
73
Van Hulzen Asset Management
California
$11.6M -$1.54M -12,719 -12%
Truist Financial
74
Truist Financial
North Carolina
$11.5M -$1.01M -8,298 -8%
HI
75
Harbour Investments
Wisconsin
$11.4M +$289K +2,378 +3%