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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
Two Sigma Investments
76
Two Sigma Investments
New York
$11M -$6.44M -53,000 -38%
NCM
77
Northwest Capital Management
Oregon
$10.7M -$242K -1,992 -2%
CAM
78
Clarity Asset Management
Iowa
$10.5M -$315K -2,592 -3%
KAS
79
Kestra Advisory Services
Texas
$10.3M -$601K -4,949 -6%
KWM
80
Keebeck Wealth Management
Illinois
$9.67M -$1.04M -8,552 -10%
RZH
81
Relyea Zuckerberg Hanson
Connecticut
$9.5M +$326K +2,684 +4%
Neuberger Berman Group
82
Neuberger Berman Group
New York
$9.26M -$961K -7,916 -10%
Bank of New York Mellon
83
Bank of New York Mellon
New York
$9.13M +$1.24M +10,180 +16%
SB
84
Strategic Blueprint
Georgia
$9.06M -$455K -3,751 -5%
WANY
85
Wealthspire Advisors (New York)
New York
$9.06M +$6.92M +57,020 +385%
PA
86
Parkside Advisors
California
$9M -$53.5K -441 -0.6%
SA
87
Sanctuary Advisors
Indiana
$8.82M +$1.25M +10,327 +18%
Fidelity Investments
88
Fidelity Investments
Massachusetts
$8.73M +$1.55M +12,735 +23%
UCFA
89
United Capital Financial Advisors
Texas
$8.3M -$376K -3,097 -4%
MMA
90
Miracle Mile Advisors
California
$8.23M +$332K +2,735 +4%
CWS
91
Cypress Wealth Services
California
$8.2M -$76.7K -632 -1%
Stifel Financial
92
Stifel Financial
Missouri
$7.92M +$508K +4,185 +7%
OMC
93
Old Mission Capital
Illinois
$7.87M +$7.58M +62,400 New
IWA
94
Icon Wealth Advisors
Texas
$7.85M -$79.5K -655 -1%
FA
95
Financial Advisors
Massachusetts
$7.82M -$34.5K -284 -0.5%
AWS
96
Atria Wealth Solutions
New York
$7.71M +$62.2K +512 +0.8%
EWM
97
Empirical Wealth Management
Washington
$7.69M -$30.2K -249 -0.4%
CIAS
98
CFS Investment Advisory Services
New Jersey
$7.31M -$250K -2,058 -3%
AAS
99
Avantax Advisory Services
Texas
$7.26M -$144K -1,186 -2%
Cerity Partners
100
Cerity Partners
New York
$7.25M +$170K +1,398 +2%