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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
EWM
101
Empirical Wealth Management
Washington
$7.3M -$38.2K -333 -0.5%
AWS
102
Atria Wealth Solutions
New York
$7.23M -$3.8M -33,069 -35%
CIAS
103
CFS Investment Advisory Services
New Jersey
$7.16M -$583K -5,078 -8%
AAS
104
Avantax Advisory Services
Texas
$7M -$1.92M -16,737 -22%
Stifel Financial
105
Stifel Financial
Missouri
$6.99M -$3.55M -30,897 -35%
MWM
106
Modera Wealth Management
New Jersey
$6.94M -$535K -4,656 -7%
KFAA
107
Klaas Financial Asset Advisors
Illinois
$6.77M +$1.09M +9,526 +20%
Fidelity Investments
108
Fidelity Investments
Massachusetts
$6.74M +$982K +8,546 +18%
GIA
109
Goodwin Investment Advisory
Georgia
$6.7M +$765K +6,662 +13%
Cerity Partners
110
Cerity Partners
New York
$6.69M -$18.3K -159 -0.3%
DAS
111
Dynamic Advisor Solutions
Arizona
$6.61M -$622K -5,414 -9%
PA
112
Parallel Advisors
California
$6.53M +$1.37M +11,957 +28%
MA
113
Mutual Advisors
Nebraska
$6.46M +$521K +4,540 +9%
ASN
114
Advisory Services Network
Georgia
$6.41M -$1.3M -11,289 -17%
SA
115
Sanctuary Advisors
Indiana
$6.35M +$6.53M +56,877 New
LSAG
116
Lake Street Advisors Group
New Hampshire
$6.35M +$28.6K +249 +0.5%
HHGA
117
Halbert Hargrove Global Advisors
California
$6.3M -$68.9K -600 -1%
T
118
TNF
Montana
$6.29M -$2.78M -24,163 -31%
FWI
119
Facet Wealth Inc
Maryland
$6.13M -$343K -2,984 -5%
BCI
120
Brinker Capital Investments
Pennsylvania
$6.03M +$1.88M +16,397 +30%
OPS
121
Orion Portfolio Solutions
Nebraska
$6.03M +$1.88M +16,397 +30%
MW
122
Maia Wealth
Colorado
$5.96M +$5.56M +48,420 New
FFA
123
Farther Finance Advisors
California
$5.85M -$1.43M -12,437 -20%
RIS
124
Retirement Income Solutions
Michigan
$5.84M +$4M +34,857 +247%
MPW
125
MA Private Wealth
California
$5.8M -$265K -2,306 -5%