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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
10.96%
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
CA
176
CoreCap Advisors
Michigan
$4.46M +$200K +2,039 +5%
RA
177
RFG Advisory
Alabama
$4.45M -$590K -6,021 -12%
KWS
178
Keystone Wealth Services
California
$4.4M -$527K -5,380 -11%
RF
179
RHS Financial
California
$4.39M +$101K +1,027 +3%
KPWS
180
Kestra Private Wealth Services
Texas
$4.37M -$1.93M -19,677 -32%
VFA
181
Valeo Financial Advisors
Indiana
$4.31M -$87.3K -891 -2%
CFGS
182
Concourse Financial Group Securities
Alabama
$4.2M -$35.5K -362 -0.9%
AF
183
Advisornet Financial
Minnesota
$4.17M +$111K +1,130 +3%
PA
184
Parallel Advisors
California
$4.09M +$2.4M +24,484 +168%
SWP
185
Stratos Wealth Partners
Ohio
$3.98M -$328K -3,354 -8%
OAP
186
One Advisory Partners
Kansas
$3.97M -$155K -1,582 -4%
FWP
187
Firethorn Wealth Partners
Georgia
$3.92M +$420K +4,292 +13%
CWM
188
Certus Wealth Management
California
$3.81M +$160K +1,637 +5%
WF
189
Williams Financial
Vermont
$3.77M -$12.3K -126 -0.3%
LNWWM
190
Laird Norton Wetherby Wealth Management
California
$3.7M -$4.24M -43,250 -55%
MYIA
191
Mount Yale Investment Advisors
Colorado
$3.66M +$70.2K +717 +2%
IAN
192
Integrated Advisors Network
Texas
$3.66M -$1.76K -18 -0.1%
LSAG
193
Lake Street Advisors Group
New Hampshire
$3.64M +$25.3K +258 +0.7%
PWMG
194
Provence Wealth Management Group
California
$3.61M -$474K -4,844 -12%
AAMC
195
Asset Allocation & Management Company
Illinois
$3.57M
MLA
196
My Legacy Advisors
Oregon
$3.55M +$58.5K +597 +2%
WWP
197
WR Wealth Planners
Missouri
$3.53M -$780K -7,963 -19%
IWA
198
Invera Wealth Advisors
Oregon
$3.5M +$3.27M +33,402 New
GW
199
GW & Wade
Massachusetts
$3.47M -$171K -1,741 -5%
BWM
200
Baystate Wealth Management
Massachusetts
$3.45M +$60K +613 +2%