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iShares ESG Optimized MSCI USA ETF

453 hedge funds and large institutions have $2.06B invested in iShares ESG Optimized MSCI USA ETF in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 126 increasing their positions, 184 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 28

0% more funds holding

Funds holding: 453453 (0)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

17.87% less ownership

Funds ownership: 76.51%58.65% (-18%)

32% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 184

50% less capital invested

Capital invested by funds: $4.09B → $2.06B (-$2.03B)

Holders
453
Holders Change
Holders Change %
0%
% of All Funds
6.53%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
35
Increased
126
Reduced
184
Closed
28
Calls
$11K
Puts
Net Calls
+$11K
Net Calls Change
+$11K
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
426
Wolff Wiese Magana
California
$36K
FRA
427
Front Row Advisors
California
$30K +$1.04K +10 +4%
FSWA
428
Financial Synergies Wealth Advisors
Texas
$25.6K +$5.62K +54 +30%
MG
429
Mather Group
Illinois
$22.9K +$23.7K +228 New
DF
430
Dunhill Financial
United Kingdom
$22.2K +$104 +1 +0.5%
HWA
431
Heritage Wealth Advisors
Virginia
$18.8K
EWP
432
Elevation Wealth Partners
California
$16.4K
FP
433
Financial Perspectives
Minnesota
$15.5K +$104 +1 +0.7%
LFA
434
LGT Financial Advisors
Texas
$15.3K +$104 +1 +0.7%
FDCP
435
Foster Dykema Cabot & Partners
Massachusetts
$14.8K
PP
436
Pacifica Partners
Canada
$14.3K
TLA
437
Tanglewood Legacy Advisors
Texas
$11.4K
LC
438
Lindbrook Capital
California
$10.9K
MSS
439
Mitchell Sinkler & Starr
Pennsylvania
$8.73K -$167K -1,600 -95%
ACA
440
American Capital Advisory
Idaho
$7.37K
PS
441
Principal Securities
Iowa
$6.88K
PS
442
PayPay Securities
Japan
$6.22K -$1.15K -11 -16%
CAM
443
Clarity Asset Management
Iowa
$4.1K -$27.1K -260 -87%
HCP
444
Hexagon Capital Partners
Arkansas
$3.93K
HI
445
Horizon Investments
North Carolina
$3.6K
MFT
446
Moisand Fitzgerald Tamayo
Florida
$2.73K
CSC
447
Caldwell Sutter Capital
California
$2.4K
CA
448
Continuum Advisory
Idaho
$2.29K +$2.19K +21 New
WIA
449
Wetzel Investment Advisors
Indiana
$1.86K
AWM
450
Abound Wealth Management
Tennessee
$1.42K