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iShares ESG Aware MSCI USA ETF

746 hedge funds and large institutions have $10.2B invested in iShares ESG Aware MSCI USA ETF in 2024 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 193 increasing their positions, 371 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 42

1% more funds holding

Funds holding: 738746 (+8)

2% less capital invested

Capital invested by funds: $10.4B → $10.2B (-$170M)

1.67% less ownership

Funds ownership: 81.77%80.1% (-1.7%)

32% less funds holding in top 10

Funds holding in top 10: 3121 (-10)

48% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 371

Holders
746
Holders Change
+8
Holders Change %
+1.08%
% of All Funds
10.77%
Holding in Top 10
21
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-32.26%
% of All Funds
0.3%
New
60
Increased
193
Reduced
371
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
76
STALEY CAPITAL ADVISERS
Pennsylvania
$11.9M
Truist Financial
77
Truist Financial
North Carolina
$11.9M -$479K -4,172 -4%
LWP
78
Laurel Wealth Planning
Minnesota
$11.8M -$55.5K -483 -0.5%
PL
79
Plancorp LLC
Missouri
$11.5M -$421K -3,663 -4%
Fisher Asset Management
80
Fisher Asset Management
Washington
$11.5M +$1.2M +10,489 +12%
HI
81
Harbour Investments
Wisconsin
$10.5M +$75.8K +660 +0.8%
SWC
82
Spectrum Wealth Counsel
Indiana
$10.3M -$723K -6,294 -7%
KAS
83
Kestra Advisory Services
Texas
$10.3M -$853K -7,430 -8%
NCM
84
Northwest Capital Management
Oregon
$10.3M -$5.2M -45,302 -34%
CAM
85
Clarity Asset Management
Iowa
$10.3M +$332K +2,888 +3%
KWM
86
Keebeck Wealth Management
Illinois
$10.2M -$168K -1,460 -2%
Neuberger Berman Group
87
Neuberger Berman Group
New York
$9.7M -$691K -6,013 -7%
SB
88
Strategic Blueprint
Georgia
$9.02M -$1.84M -16,017 -17%
FDCDDQ
89
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.85M
RZH
90
Relyea Zuckerberg Hanson
Connecticut
$8.67M +$194K +1,685 +2%
PA
91
Parkside Advisors
California
$8.56M +$46.1K +401 +0.6%
UCFA
92
United Capital Financial Advisors
Texas
$8.22M -$161K -1,400 -2%
RJA
93
Raymond James & Associates
Florida
$7.97M -$10.6M -92,255 -58%
CWS
94
Cypress Wealth Services
California
$7.83M -$448K -3,899 -6%
IWA
95
Icon Wealth Advisors
Texas
$7.61M -$6.51M -56,647 -47%
IC
96
IEQ Capital
California
$7.53M -$1.03M -8,962 -12%
MMA
97
Miracle Mile Advisors
California
$7.46M +$153K +1,331 +2%
FA
98
Financial Advisors
Massachusetts
$7.43M -$65.1K -567 -0.9%
Bank of New York Mellon
99
Bank of New York Mellon
New York
$7.42M -$1.84M -16,003 -20%
PO
100
Private Ocean
California
$7.32M +$4.71K +41 +0.1%