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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
MFA
201
Mayflower Financial Advisors
Massachusetts
$3.45M +$353K +3,601 +7%
BWL
202
Bogart Wealth LLC
Virginia
$3.41M +$264K +2,699 +9%
TF
203
Trek Financial
Arizona
$3.4M +$441K +4,505 +16%
CAG
204
Csenge Advisory Group
Florida
$3.38M -$126K -1,291 -4%
SWM
205
SigFig Wealth Management
California
$3.36M +$296K +3,018 +10%
NPT
206
National Philanthropic Trust
Pennsylvania
$3.33M +$3.11M +31,704 New
FCA
207
FLC Capital Advisors
California
$3.23M -$99.9K -1,020 -3%
IWM
208
Integris Wealth Management
California
$3.22M +$26.3K +269 +0.9%
EH
209
Equitable Holdings
New York
$3.19M +$172K +1,753 +6%
AWE
210
Avidian Wealth Enterprises
Texas
$3.17M -$246K -2,515 -8%
FRA
211
FFG Retirement Advisors
Colorado
$3.13M -$5.49K -56 -0.2%
MIM
212
Macroview Investment Management
Maryland
$3.08M -$71.5K -730 -2%
DI
213
DFPG Investments
Utah
$3.08M +$185K +1,891 +7%
WA
214
Wealth Architects
California
$3.04M -$104K -1,058 -4%
TWM
215
TSA Wealth Management
Texas
$3.04M +$2.84M +28,957 New
RLIM
216
Red Lighthouse Investment Management
New York
$2.99M
SPIA
217
Steward Partners Investment Advisory
New York
$2.97M +$425K +4,342 +18%
RFC
218
Regions Financial Corp
Alabama
$2.94M -$18.8K -192 -0.7%
SFS
219
Sowell Financial Services
Arkansas
$2.93M -$430K -4,394 -14%
MWS
220
Maxwell Wealth Strategies
California
$2.84M +$2.65M +27,073 New
CC
221
Copperleaf Capital
North Carolina
$2.81M +$7.93K +81 +0.3%
LWM
222
Liberty Wealth Management
California
$2.8M -$2.24M -22,907 -46%
SC
223
Savant Capital
Illinois
$2.8M -$354K -3,616 -12%
WWM
224
WT Wealth Management
Arizona
$2.8M -$18K -184 -0.7%
PFG
225
PAX Financial Group
Texas
$2.77M -$1.47M -14,967 -37%