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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
AGWCA
201
Annis Gardner Whiting Capital Advisors
Florida
$2.21M +$349K +2,878 +20%
DAS
202
Diversify Advisory Services
Utah
$2.2M -$37.5K -309 -2%
Renaissance Technologies
203
Renaissance Technologies
New York
$2.17M -$1.82M -15,000 -47%
HSBC Holdings
204
HSBC Holdings
United Kingdom
$2.16M
VCM
205
Vision Capital Management
Oregon
$2.15M -$10.3K -85 -0.5%
CCFM
206
Clear Creek Financial Management
Washington
$2.15M -$157K -1,293 -7%
WA
207
Wealth Alliance
New York
$2.14M -$13.6K -112 -0.7%
AWM
208
Axxcess Wealth Management
California
$2.13M -$234K -1,927 -10%
WLIM
209
White Lighthouse Investment Management
Massachusetts
$2.12M +$7.41K +61 +0.4%
AWM
210
Apollon Wealth Management
South Carolina
$2.1M +$27.8K +229 +1%
GWM
211
GSB Wealth Management
Connecticut
$2.09M +$46.1K +380 +2%
PFGIA
212
Patriot Financial Group Insurance Agency
Massachusetts
$2.07M -$114K -938 -5%
BCI
213
Brinker Capital Investments
Pennsylvania
$2.06M -$3.53M -29,062 -41%
OPS
214
Orion Portfolio Solutions
Nebraska
$2.06M -$3.53M -29,062 -41%
RIA
215
Regal Investment Advisors
Michigan
$2.02M +$38.1K +314 +2%
GC
216
Garde Capital
Washington
$2.01M -$52.3K -431 -3%
TWP
217
Tempus Wealth Planning
California
$1.97M -$117K -961 -6%
MIM
218
Macroview Investment Management
Maryland
$1.96M -$101K -828 -5%
SL
219
Sentinus LLC
Illinois
$1.95M +$1.31M +10,795 +183%
BFG
220
Beacon Financial Group
Texas
$1.95M -$4.61K -38 -0.2%
RJT
221
Raymond James Trust
Florida
$1.94M -$19.8K -163 -1%
PIA
222
Perennial Investment Advisors
California
$1.94M +$4.49K +37 +0.2%
AFG
223
Atomi Financial Group
New York
$1.94M +$57.1K +470 +3%
SCA
224
Snowden Capital Advisors
New York
$1.91M -$37.6K -310 -2%
CA
225
CGN Advisors
Kansas
$1.9M +$226K +1,865 +14%