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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
ATS
726
Ashton Thomas Securities
New York
$4.42K
SCM
727
Sterling Capital Management
North Carolina
$4.16K +$4.01K +33 New
MFA
728
McClarren Financial Advisors
Pennsylvania
$4.04K +$344K +2,831 +264%
DJSG
729
D.J. St. Germain
Massachusetts
$3.66K
PFM
730
Phillips Financial Management
Indiana
$3.18K
VF
731
VitalStone Financial
Texas
$3.15K
GIA
732
GHP Investment Advisors
Colorado
$2.52K
CA
733
Crewe Advisors
Utah
$2.4K
RF
734
Robbins Farley
New Hampshire
$2.02K
HBW
735
Hazlett, Burt & Watson
West Virginia
$2K
HGERS
736
Householder Group Estate & Retirement Specialist
Arizona
$2K
RCM
737
Raleigh Capital Management
North Carolina
$1.62K +$1.46K +12 +1,200%
ITIM
738
Indiana Trust & Investment Management
Indiana
$1.39K +$1.34K +11 New
CPA
739
Clear Point Advisors
New York
$1.32K
C
740
Covestor
United Kingdom
$1K -$1.46K -12 -55%
CTB
741
Country Trust Bank
Illinois
$883
SFA
742
Semmax Financial Advisors
North Carolina
$31
IG
743
ING Group
Netherlands
-$31.5M -264,200 Closed
Toronto Dominion Bank
744
Toronto Dominion Bank
Ontario, Canada
-$23.9M -200,000 Closed
Nisa Investment Advisors
745
Nisa Investment Advisors
Missouri
-$21.7M -181,900 Closed
National Bank of Canada
746
National Bank of Canada
Quebec, Canada
-$19.8M -165,900 Closed
GS
747
GTS Securities
New York
-$14.2M -119,109 Closed
Citadel Advisors
748
Citadel Advisors
Florida
-$2.59M -21,720 Closed
OWMIAS
749
One Wealth Management Investment & Advisory Services
Florida
-$2.44M -20,474 Closed
MRC
750
Millburn Ridgefield Corp
New York
-$1.98M -16,622 Closed