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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
WCM
751
Windham Capital Management
Massachusetts
-$1.96M -16,392 Closed
YIH
752
Y-Intercept (HK)
Hong Kong
-$1.52M -12,761 Closed
Millennium Management
753
Millennium Management
New York
-$1.19M -9,973 Closed
T
754
TCWP
Ohio
-$1.09M -9,124 Closed
Marshall Wace
755
Marshall Wace
United Kingdom
-$1.08M -9,088 Closed
IAIM
756
International Assets Investment Management
Florida
-$916K -7,673 Closed
IA
757
IFG Advisory
Georgia
-$868K -7,272 Closed
TPWA
758
TRUE Private Wealth Advisors
Oregon
-$843K -7,067 Closed
MWM
759
Maripau Wealth Management
Indiana
-$683K -5,724 Closed
PWA
760
Prairie Wealth Advisors
Nebraska
-$441K -3,696 Closed
GWM
761
Gitterman Wealth Management
New Jersey
-$426K -3,568 Closed
PG
762
Prostatis Group
Maryland
-$391K -3,279 Closed
SW
763
SVB Wealth
Massachusetts
-$355K -2,974 Closed
GCP
764
GSA Capital Partners
United Kingdom
-$334K -2,802 Closed
TI
765
Trexquant Investment
Connecticut
-$314K -2,629 Closed
FTUS
766
Flow Traders U.S.
New York
-$312K -2,614 Closed
BJL
767
Brighton Jones LLC
Washington
-$299K -2,509 Closed
BFA
768
Beacon Financial Advisory
Ohio
-$285K -2,385 Closed
MHS
769
M Holdings Securities
Oregon
-$281K -2,353 Closed
SFC
770
Strategic Financial Concepts
Texas
-$280K -2,346 Closed
GFA
771
Gallagher Fiduciary Advisors
Illinois
-$252K -2,115 Closed
SQA
772
Simon Quick Advisors
New Jersey
-$237K -1,984 Closed
SW
773
SteelPeak Wealth
California
-$221K -1,849 Closed
EA
774
Everpar Advisors
Oklahoma
-$218K -1,824 Closed
I
775
INVST
Indiana
-$215K -1,795 Closed