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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
BCMLT
451
Beacon Capital Management LLC (Tennessee)
Tennessee
$546 +$104 +1 +25%
IA
452
IFP Advisors
Florida
$437
BNP Paribas Financial Markets
453
BNP Paribas Financial Markets
France
$437 +$417 +4 New
OSAM
454
O'Shaughnessy Asset Management
Connecticut
$84 +$104 +1 New
VMPIC
455
Varma Mutual Pension Insurance Co
Finland
-$1.83B -18,203,992 Closed
SAG
456
SageView Advisory Group
California
-$6.25M -60,633 Closed
MFG
457
Monumental Financial Group
Maryland
-$921K -9,162 Closed
DCP
458
DSM Capital Partners
Florida
-$798K -7,940 Closed
MHI
459
Miller Howard Investments
New York
-$738K -7,341 Closed
ClearBridge Investments
460
ClearBridge Investments
New York
-$598K -5,946 Closed
RJT
461
Raymond James Trust
Florida
-$586K -5,830 Closed
AWA
462
Arete Wealth Advisors
Illinois
-$360K -3,583 Closed
AC
463
Arjuna Capital
North Carolina
-$299K -2,970 Closed
DIA
464
Dana Investment Advisors
Wisconsin
-$276K -2,750 Closed
TSS
465
Two Sigma Securities
New York
-$263K -2,620 Closed
AWM
466
AE Wealth Management
Kansas
-$255K -2,498 Closed
FCG
467
Financial Connections Group
California
-$232K -2,313 Closed
PIA
468
Perennial Investment Advisors
California
-$231K -2,302 Closed
WPWM
469
Western Pacific Wealth Management
Illinois
-$231K -2,300 Closed
BBA
470
Braun-Bostich & Associates
Pennsylvania
-$213K -2,123 Closed
AssetMark Inc
471
AssetMark Inc
California
-$57K -567 Closed
NFA
472
Northwest Financial Advisors
Virginia
-$45.9K -457 Closed
FWM
473
Focused Wealth Management
New York
-$38.7K -385 Closed
PAIM
474
Punch & Associates Investment Management
Minnesota
-$38.7K -385 Closed
GIA
475
Goodwin Investment Advisory
Georgia
-$17K -169 Closed