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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
GIA
751
GHP Investment Advisors
Colorado
$2.1K
HGERS
752
Householder Group Estate & Retirement Specialist
Arizona
$2K
DJSG
753
D.J. St. Germain
Massachusetts
$1.78K
RF
754
Robbins Farley
New Hampshire
$1.68K
CPA
755
Clear Point Advisors
New York
$1.09K +$979 +10 New
MB
756
Mizuho Bank
Japan
-$244M -2,500,000 Closed
TLIC
757
Taiyo Life Insurance Company
Japan
-$123M -1,307,000 Closed
VMPIC
758
Varma Mutual Pension Insurance Co
Finland
-$85.8M -913,494 Closed
VIA
759
Virtus Investment Advisers
Connecticut
-$12.4M -131,711 Closed
Toronto Dominion Bank
760
Toronto Dominion Bank
Ontario, Canada
-$11.4M -121,000 Closed
Citadel Advisors
761
Citadel Advisors
Florida
-$5.15M -54,869 Closed
MAM
762
Magellan Asset Management
Australia
-$3.4M -36,154 Closed
CAM
763
Cobblestone Asset Management
Virginia
-$1.61M -17,139 Closed
HF
764
HRT Financial
New York
-$1.01M -10,760 Closed
CF
765
Cantor Fitzgerald
New York
-$615K -6,547 Closed
CFS
766
Commonwealth Financial Services
West Virginia
-$577K -6,145 Closed
KA
767
Kovack Advisors
Florida
-$571K -6,081 Closed
KA
768
Kure Advisory
Minnesota
-$450K -4,794 Closed
SWP
769
Strategic Wealth Partners
Ohio
-$447K -4,756 Closed
MGP
770
Metis Global Partners
California
-$383K -4,082 Closed
MSWMA
771
Market Street Wealth Management Advisors
Indiana
-$313K -3,336 Closed
TFS
772
Thoroughbred Financial Services
Tennessee
-$308K -3,289 Closed
MC
773
Moors & Cabot
Massachusetts
-$274K -2,915 Closed
MCA
774
MSH Capital Advisors
Arizona
-$265K -2,819 Closed
SAS
775
Stelac Advisory Services
New York
-$255K -2,720 Closed