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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
PGF
776
Plan Group Financial
Oklahoma
-$249K -2,650 Closed
NFSG
777
Newbridge Financial Services Group
Florida
-$244K -2,597 Closed
DFA
778
DHK Financial Advisors
New Hampshire
-$224K -2,376 Closed
CAI
779
Capital Advisors Inc
Oklahoma
-$205K -2,182 Closed
GFA
780
Gallagher Fiduciary Advisors
Illinois
-$203K -2,165 Closed
RWA
781
Rooted Wealth Advisors
Illinois
-$210K -2,121 Closed
PC
782
Pecaut & Co
Iowa
-$112K -1,190 Closed
CSWG
783
Cardinal Strategic Wealth Guidance
Kentucky
-$95.7K -1,019 Closed
BL
784
Balentine LLC
Georgia
-$81.8K -871 Closed
SCA
785
Stonebridge Capital Advisors
Minnesota
-$61.1K -651 Closed
FIA
786
FNY Investment Advisers
New York
-$46K -500 Closed
HR
787
Howe & Rusling
New York
-$42.1K -448 Closed
TWP
788
TFO Wealth Partners
Ohio
-$25.4K -261 Closed
HWA
789
HHM Wealth Advisors
Tennessee
-$11.4K -121 Closed
HPC
790
HM Payson & Co
Maine
-$10.1K -108 Closed
LWANC
791
Laurel Wealth Advisors (North Carolina)
North Carolina
-$9.2K -98 Closed
CIM
792
Contravisory Investment Management
Massachusetts
-$6.57K -70 Closed
SSWM
793
Sheets Smith Wealth Management
North Carolina
-$4.32K -46 Closed
HT
794
Headlands Technologies
Illinois
-$3.85K -41 Closed
GBT
795
Grove Bank & Trust
Florida
-$3.57K -38 Closed
AWA
796
Authentikos Wealth Advisory
California
-$3K -32 Closed
HBW
797
Hazlett, Burt & Watson
West Virginia
-$3K -29 Closed
NL
798
NVWM LLC
Pennsylvania
-$2.72K -29 Closed
CFB
799
Cullen/Frost Bankers
Texas
-$2.07K -22 Closed
BWS
800
Buck Wealth Strategies
Colorado
-$1.31K -14 Closed