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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
MPW
151
MA Private Wealth
California
$3.81M -$2.24M -18,440 -38%
EH
152
Equitable Holdings
New York
$3.69M -$248K -2,043 -7%
FCA
153
FLC Capital Advisors
California
$3.68M -$38K -313 -1%
Tudor Investment Corp
154
Tudor Investment Corp
Connecticut
$3.62M +$2.17M +17,900 +166%
PA
155
Planning Alternatives
Michigan
$3.55M +$155K +1,275 +5%
HWM
156
HB Wealth Management
Georgia
$3.53M +$332K +2,736 +11%
TC
157
TownSquare Capital
Utah
$3.5M +$191K +1,575 +6%
CW
158
CreativeOne Wealth
Kansas
$3.43M +$2.72M +22,368 +465%
DT
159
Diversified Trust
Tennessee
$3.39M +$267K +2,200 +9%
IWM
160
Integris Wealth Management
California
$3.38M -$40.4K -333 -1%
HFA
161
High Falls Advisors
New York
$3.37M +$110K +904 +4%
Two Sigma Advisers
162
Two Sigma Advisers
New York
$3.34M -$19.9M -164,000 -86%
SC
163
Savant Capital
Illinois
$3.32M -$26.1K -215 -0.8%
AssetMark Inc
164
AssetMark Inc
California
$3.3M +$689K +5,675 +28%
MFG
165
Merit Financial Group
Georgia
$3.26M -$377K -3,104 -11%
Rockefeller Capital Management
166
Rockefeller Capital Management
New York
$3.25M +$231K +1,906 +8%
FHA
167
First Horizon Advisors
Tennessee
$3.23M +$62.2K +512 +2%
MIS
168
Morningstar Investment Services
Illinois
$3.21M +$612K +5,043 +25%
OAP
169
One Advisory Partners
Kansas
$3.17M -$31.1K -256 -1%
BRIA
170
Balanced Rock Investment Advisors
Massachusetts
$3.17M +$34.1K +281 +1%
HGWM
171
Horst & Graben Wealth Management
Oregon
$3.17M -$25.7K -212 -0.8%
SFS
172
Sowell Financial Services
Arkansas
$3.09M -$65.1K -536 -2%
JPG
173
Jordan Park Group
California
$3.06M -$243 -2 -0%
BTI
174
Blue Trust Inc
Georgia
$3.06M -$75K -618 -2%
RFC
175
Regions Financial Corp
Alabama
$3.02M -$620K -5,103 -18%