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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
10.96%
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
PPC
726
Park Place Capital
Alabama
$16.6K -$9.3K -95 -38%
CCMI
727
Creative Capital Management Investments
California
$16.2K
SL
728
Salomon & Ludwin
Virginia
$15.1K
ACA
729
Atlas Capital Advisors
Wyoming
$15K
MFT
730
Moisand Fitzgerald Tamayo
Florida
$14.1K +$490 +5 +4%
PMFA
731
Plante Moran Financial Advisors
Michigan
$14K +$9.7K +99 +283%
CA
732
Centerpoint Advisors
Massachusetts
$14K -$5.68K -58 -30%
CB
733
Community Bank
New York
$13.1K
AWM
734
Avior Wealth Management
Nebraska
$12.6K -$34.8K -355 -75%
DWMG
735
DB Wealth Management Group
California
$12.6K
Jones Financial Companies
736
Jones Financial Companies
Missouri
$9.86K +$9.21K +94 New
RWM
737
Ruedi Wealth Management
Illinois
$9.34K
FFC
738
First Financial Corp
Indiana
$8.71K
FPF
739
First Pacific Financial
Washington
$7.66K +$6.76K +69 +1,725%
GT
740
Glenmede Trust
Pennsylvania
$6.08K +$5.68K +58 New
C
741
Covestor
United Kingdom
$6K +$2.06K +21 +54%
PFM
742
Phillips Financial Management
Indiana
$5.99K +$5.58K +57 New
MFC
743
Morris Financial Concepts
South Carolina
$5.77K +$5.39K +55 New
TF
744
Tompkins Financial
New York
$5.77K +$5.39K +55 New
TRCT
745
Tower Research Capital (TRC)
New York
$5.67K -$71.5K -730 -93%
PA
746
PSI Advisors
Florida
$5.49K +$2.06K +21 +66%
BC
747
Barrett & Company
Rhode Island
$3.25K
VF
748
VitalStone Financial
Texas
$3K
AT
749
Arlington Trust
Alabama
$2.83K +$2.64K +27 New
SAG
750
Spotlight Asset Group
Illinois
$2.44K