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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
Thrivent Financial for Lutherans
126
Thrivent Financial for Lutherans
Minnesota
$5.54M +$1.75M +14,432 +49%
HPFG
127
Hart & Patterson Financial Group
Massachusetts
$5.52M -$43.8K -361 -0.8%
SWC
128
Spectrum Wealth Counsel
Indiana
$5.4M -$5.33M -43,920 -51%
LRWA
129
Long Run Wealth Advisors
New York
$5.31M -$58.4K -481 -1%
VFA
130
Valeo Financial Advisors
Indiana
$5.26M +$527K +4,340 +12%
MCWS
131
McKinley Carter Wealth Services
West Virginia
$5.24M +$50K +412 +1%
PWM
132
Perigon Wealth Management
California
$5.22M -$647K -5,325 -11%
Prudential Financial
133
Prudential Financial
New Jersey
$5.11M +$239K +1,966 +5%
ACA
134
Aptus Capital Advisors
Alabama
$5.08M -$125K -1,027 -2%
PAG
135
Private Advisor Group
New Jersey
$5M -$472K -3,887 -9%
RF
136
RHS Financial
California
$4.93M -$574K -4,729 -11%
SWP
137
Stratos Wealth Partners
Ohio
$4.87M +$5.59K +46 +0.1%
KWS
138
Keystone Wealth Services
California
$4.67M -$311K -2,561 -6%
ST
139
Spinnaker Trust
Maine
$4.46M +$630K +5,188 +17%
LNWWM
140
Laird Norton Wetherby Wealth Management
California
$4.46M +$3.4K +28 +0.1%
IAN
141
Integrated Advisors Network
Texas
$4.34M -$92K -758 -2%
PWA
142
Physician Wealth Advisors
Utah
$4.3M +$23.4K +193 +0.6%
RA
143
RFG Advisory
Alabama
$4.13M -$1.16M -9,573 -23%
NPT
144
National Philanthropic Trust
Pennsylvania
$4M
WWM
145
WT Wealth Management
Arizona
$3.98M +$68.4K +563 +2%
TCA
146
Transcend Capital Advisors
New Jersey
$3.97M -$83.4K -687 -2%
FDCDDQ
147
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.97M -$5.19M -42,709 -58%
MBT
148
Montecito Bank & Trust
California
$3.95M -$468K -3,854 -11%
BRWA
149
B. Riley Wealth Advisors
Florida
$3.9M -$112K -921 -3%
EWP
150
Elevation Wealth Partners
California
$3.88M +$727K +5,988 +24%