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iShares ESG Advanced MSCI USA ETF

54 hedge funds and large institutions have $128M invested in iShares ESG Advanced MSCI USA ETF in 2021 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 24 increasing their positions, 0 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 7

64% more capital invested

Capital invested by funds: $78.2M → $128M (+$49.7M)

59% more funds holding

Funds holding: 3454 (+20)

16.61% less ownership

Funds ownership: 95.72%79.11% (-17%)

Holders
54
Holders Change
+20
Holders Change %
+58.82%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
24
Reduced
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WCFA
26
Walkner Condon Financial Advisors
Wisconsin
$302K +$294K +9,091 New
SB
27
Strategic Blueprint
Georgia
$250K +$243K +7,527 New
RJFSA
28
Raymond James Financial Services Advisors
Florida
$248K +$242K +7,476 New
TI
29
tru Independence
Oregon
$242K +$226K +6,981 New
SPIA
30
Steward Partners Investment Advisory
New York
$239K +$169K +5,222 +262%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$239K
WA
32
Wealth Alliance
New York
$224K +$219K +6,765 New
CFD
33
Creative Financial Designs
Indiana
$196K +$75.1K +2,321 +65%
ACA
34
Aptus Capital Advisors
Alabama
$167K +$163K +5,040 New
GIA
35
Goodwin Investment Advisory
Georgia
$164K +$6.96K +215 +5%
FHA
36
First Horizon Advisors
Tennessee
$97K +$94.8K +2,929 New
NFG
37
Next Financial Group
Texas
$92K +$9.71K +300 +12%
WP
38
WealthShield Partners
North Carolina
$58K +$56.5K +1,748 New
FCA
39
FinTrust Capital Advisors
South Carolina
$53K +$51.6K +1,595 New
PCG
40
Private Capital Group
Connecticut
$51K +$2.43K +75 +5%
WPA
41
West Paces Advisors
Georgia
$50.7K +$49.5K +1,530 New
IFAM
42
Institutional & Family Asset Management
Colorado
$50K +$48.6K +1,502 New
SFS
43
Sowell Financial Services
Arkansas
$27K +$25.1K +775 New
AF
44
Advisornet Financial
Minnesota
$12K +$6.76K +209 +128%
IA
45
IFP Advisors
Florida
$11K +$10.5K +325 New
KFS
46
Kelly Financial Services
Massachusetts
$7.2K +$7.02K +217 New
HI
47
Harbour Investments
Wisconsin
$7K +$6.7K +207 New
WAP
48
Wealthcare Advisory Partners
Pennsylvania
$7K +$7.31K +226 New
NFSG
49
Newbridge Financial Services Group
Florida
$6K +$5.76K +178 New
GFPC
50
Global Financial Private Client
Florida
$5.81K +$5.6K +173 New