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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
10.97%
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
LWP
101
Laurel Wealth Planning
Minnesota
$10M +$752K +7,679 +9%
LWA
102
Lineweaver Wealth Advisors
Ohio
$9.83M -$582K -5,938 -6%
Corient Private Wealth
103
Corient Private Wealth
Florida
$9.77M +$676K +6,906 +8%
BNP Paribas Financial Markets
104
BNP Paribas Financial Markets
France
$9.72M +$3.66M +37,366 +68%
SWC
105
Spectrum Wealth Counsel
Indiana
$9.63M +$8.98M +91,741 New
Mariner
106
Mariner
Kansas
$9.26M -$1.19M -12,124 -12%
BEC
107
Blue Edge Capital
Virginia
$9.22M +$1.11M +11,307 +15%
Fisher Asset Management
108
Fisher Asset Management
Washington
$8.96M +$189K +1,934 +2%
WA
109
Wealth Alliance
New York
$8.92M -$167K -1,709 -2%
BTI
110
Blue Trust Inc
Georgia
$8.88M -$6.53M -66,636 -41%
FLPIM
111
F.L. Putnam Investment Management
Massachusetts
$8.81M +$458K +4,673 +6%
AWM
112
AE Wealth Management
Kansas
$8.73M -$1.39M -14,199 -15%
FFA
113
Farther Finance Advisors
California
$8.56M +$645K +6,590 +9%
PWA
114
Physician Wealth Advisors
Utah
$8.45M +$346K +3,532 +5%
Susquehanna International Group
115
Susquehanna International Group
Pennsylvania
$8.43M +$2.19M +22,323 +38%
US Bancorp
116
US Bancorp
Minnesota
$8.43M +$214K +2,184 +3%
HFA
117
High Falls Advisors
New York
$8.42M -$73K -745 -0.9%
AG
118
AlTi Global
New York
$8.25M +$7.7M +78,621 New
ASN
119
Advisory Services Network
Georgia
$8.24M -$280K -2,864 -4%
PMA
120
Prudent Man Advisors
Illinois
$8.21M -$117K -1,191 -1%
MPW
121
MA Private Wealth
California
$7.91M -$3.28M -33,534 -31%
DGAM
122
Desjardins Global Asset Management
Quebec, Canada
$7.78M +$7.26M +74,140 New
Thrivent Financial for Lutherans
123
Thrivent Financial for Lutherans
Minnesota
$7.67M +$60.5K +618 +0.9%
PA
124
Parkside Advisors
California
$7.41M +$11.3K +115 +0.2%
LNC
125
Lincoln National Corp
Pennsylvania
$7.37M -$911K -9,299 -12%