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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
PCA
176
Prosperity Capital Advisors
Ohio
$2.94M -$16.6K -137 -0.6%
Susquehanna International Group
177
Susquehanna International Group
Pennsylvania
$2.94M +$866K +7,135 +44%
WS
178
Wedbush Securities
California
$2.83M -$9.59K -79 -0.4%
WWP
179
WR Wealth Planners
Missouri
$2.79M -$336K -2,770 -11%
AF
180
Advisornet Financial
Minnesota
$2.76M +$120K +985 +5%
FFN
181
Focus Financial Network
Minnesota
$2.72M -$76.1K -627 -3%
FWM
182
Fingerlakes Wealth Management
New York
$2.71M -$35.6K -293 -1%
Pathstone Holdings
183
Pathstone Holdings
New Jersey
$2.67M -$133K -1,092 -5%
CIAS
184
Capital Investment Advisory Services
North Carolina
$2.6M -$339K -2,790 -12%
FG
185
Foster Group
Iowa
$2.53M +$130K +1,073 +6%
CA
186
CoreCap Advisors
Michigan
$2.52M -$299K -2,462 -11%
OWM
187
Opes Wealth Management
California
$2.48M +$46.1K +380 +2%
CW
188
Cook Wealth
North Carolina
$2.45M +$193K +1,587 +9%
SAMC
189
Spectrum Asset Management (California)
California
$2.44M -$30.7K -253 -1%
KWA
190
Kingswood Wealth Advisors
California
$2.42M -$455K -3,749 -16%
CFP
191
Cascade Financial Partners
California
$2.41M -$3.16K -26 -0.1%
HAG
192
HF Advisory Group
Maryland
$2.39M +$850 +7 +0%
LWL
193
Leo Wealth LLC
Texas
$2.36M -$30.4K -250 -1%
TWC
194
TD Waterhouse Canada
Ontario, Canada
$2.36M -$130K -1,070 -5%
SPIA
195
Steward Partners Investment Advisory
New York
$2.34M +$37.9K +312 +2%
HCM
196
Howland Capital Management
Massachusetts
$2.32M +$2.23M +18,398 New
RW
197
REDW Wealth
New Mexico
$2.29M +$364 +3 +0%
UB
198
UMB Bank
Missouri
$2.25M -$1.12M -9,185 -34%
MFA
199
Mayflower Financial Advisors
Massachusetts
$2.23M -$2.61M -21,494 -55%
SCA
200
Scott Capital Advisors
Oregon
$2.22M +$338K +2,782 +19%