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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
Two Sigma Investments
76
Two Sigma Investments
New York
$13.9M +$6.95M +71,000 +115%
EFG
77
Erickson Financial Group
Pennsylvania
$13.8M +$250K +2,548 +2%
AllianceBernstein
78
AllianceBernstein
Tennessee
$13.6M +$5.5M +56,115 +77%
ST
79
Spinnaker Trust
Maine
$12.8M -$38.1K -389 -0.3%
KWM
80
Keebeck Wealth Management
Illinois
$12.8M +$1.18M +12,071 +11%
SAMC
81
Spectrum Asset Management (California)
California
$12.6M +$5.77M +58,901 +96%
Schroder Investment Management Group
82
Schroder Investment Management Group
United Kingdom
$12.6M +$519K +5,298 +5%
WWG
83
West Wealth Group
California
$12.5M -$3.62K -37 -0%
SB
84
Strategic Blueprint
Georgia
$12.4M -$2.47M -25,242 -18%
AC
85
Apella Capital
Connecticut
$12.3M -$1.2M -12,258 -9%
CA
86
Cetera Advisors
Colorado
$12M +$360K +3,677 +3%
KAS
87
Kestra Advisory Services
Texas
$12M -$12.1M -123,438 -52%
ACA
88
Affinity Capital Advisors
California
$11.9M +$2.26M +23,028 +25%
CIAS
89
CFS Investment Advisory Services
New Jersey
$11.5M -$336K -3,434 -3%
AAS
90
Avantax Advisory Services
Texas
$11.5M +$279K +2,850 +3%
MFG
91
Merit Financial Group
Georgia
$11.3M +$21.3K +217 +0.2%
MW
92
Maia Wealth
Colorado
$11M +$10.2M +104,366 New
BCI
93
Brinker Capital Investments
Pennsylvania
$10.9M +$324K +3,310 +3%
OPS
94
Orion Portfolio Solutions
Nebraska
$10.9M +$324K +3,310 +3%
HI
95
Harbour Investments
Wisconsin
$10.8M -$109K -1,108 -1%
PL
96
Plancorp LLC
Missouri
$10.7M +$269K +2,745 +3%
SCA
97
STALEY CAPITAL ADVISERS
Pennsylvania
$10.5M
Neuberger Berman Group
98
Neuberger Berman Group
New York
$10.1M -$3.65M -37,277 -28%
CWS
99
Cypress Wealth Services
California
$10.1M -$745K -7,603 -7%
T
100
TNF
Montana
$10.1M -$683K -6,971 -7%