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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
KFAA
101
Klaas Financial Asset Advisors
Illinois
$7.2M +$38.2K +315 +0.6%
MWM
102
Modera Wealth Management
New Jersey
$7.1M -$227K -1,871 -3%
FWI
103
Facet Wealth Inc
Maryland
$7.01M +$543K +4,469 +9%
RJA
104
Raymond James & Associates
Florida
$6.98M -$1.39M -11,446 -17%
DAS
105
Dynamic Advisor Solutions
Arizona
$6.74M -$243K -2,004 -4%
LSAG
106
Lake Street Advisors Group
New Hampshire
$6.72M +$12.3K +101 +0.2%
T
107
TNF
Montana
$6.7M -$26.5K -218 -0.4%
PA
108
Parallel Advisors
California
$6.64M -$251K -2,067 -4%
MA
109
Mutual Advisors
Nebraska
$6.64M -$208K -1,717 -3%
RIS
110
Retirement Income Solutions
Michigan
$6.44M +$251K +2,069 +4%
ASN
111
Advisory Services Network
Georgia
$6.41M
Acadian Asset Management
112
Acadian Asset Management
Massachusetts
$6.37M +$6.13M +50,484 New
FAIM
113
Financial Advocates Investment Management
Washington
$6.16M +$14.2M +117,113 +1,428%
FWCM
114
Ferguson Wellman Capital Management
Oregon
$6.08M +$100K +827 +2%
HHGA
115
Halbert Hargrove Global Advisors
California
$6.06M -$588K -4,843 -9%
IC
116
IEQ Capital
California
$6.02M -$1.87M -15,385 -24%
IFWM
117
Institute for Wealth Management
Colorado
$5.99M +$344K +2,835 +6%
CAPTRUST Financial Advisors
118
CAPTRUST Financial Advisors
North Carolina
$5.97M -$141K -1,161 -2%
TC
119
Trilogy Capital
California
$5.95M +$111K +915 +2%
WWP
120
Waypoint Wealth Partners
California
$5.93M -$6.07K -50 -0.1%
FFA
121
Farther Finance Advisors
California
$5.91M -$260K -2,140 -4%
GIA
122
Goodwin Investment Advisory
Georgia
$5.88M -$1.16M -9,582 -17%
WA
123
Wealth Architects
California
$5.79M +$221K +1,817 +4%
SWG
124
Summit Wealth Group
Vermont
$5.65M +$86.2K +710 +2%
MW
125
Maia Wealth
Colorado
$5.6M -$524K -4,317 -9%