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iShares ESG Advanced MSCI USA ETF

78 hedge funds and large institutions have $203M invested in iShares ESG Advanced MSCI USA ETF in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 39 increasing their positions, 2 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,850% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 2

480% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 5

59% more capital invested

Capital invested by funds: $128M → $203M (+$75.5M)

44% more funds holding

Funds holding: 5478 (+24)

6.3% less ownership

Funds ownership: 79.11%72.81% (-6.3%)

Holders
78
Holders Change
+24
Holders Change %
+44.44%
% of All Funds
1.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
39
Reduced
2
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
26
Wealth Alliance
New York
$785K +$520K +14,866 +220%
SHJ
27
Sharkey, Howes & Javer
Colorado
$753K +$27.2K +777 +4%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$644K +$103K +2,936 +20%
FA
29
Financial Advisors
Massachusetts
$644K +$621K +17,739 New
APW
30
Austin Private Wealth
Texas
$590K +$3.53K +101 +0.6%
PFGIA
31
Patriot Financial Group Insurance Agency
Massachusetts
$571K +$76.3K +2,179 +16%
FTUS
32
Flow Traders U.S.
New York
$560K +$540K +15,435 New
WAP
33
Wealthcare Advisory Partners
Pennsylvania
$556K +$528K +15,094 +6,679%
RIA
34
Regal Investment Advisors
Michigan
$542K +$523K +14,931 New
OWM
35
Opes Wealth Management
California
$534K +$98.5K +2,815 +24%
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$505K
CCG
37
Capital CS Group
California
$480K +$463K +13,220 New
KAS
38
Kestra Advisory Services
Texas
$478K +$461K +13,160 New
SWM
39
SigFig Wealth Management
California
$469K +$452K +12,907 New
CRWM
40
Castle Rock Wealth Management
California
$436K +$408K +11,658 New
CCM
41
Coldstream Capital Management
Washington
$411K +$397K +11,335 New
VHAM
42
Van Hulzen Asset Management
California
$385K +$7K +200 +2%
SB
43
Strategic Blueprint
Georgia
$378K +$101K +2,896 +38%
AWM
44
AE Wealth Management
Kansas
$354K +$342K +9,763 New
IWC
45
Integrated Wealth Concepts
Massachusetts
$336K +$324K +9,255 New
CW
46
CreativeOne Wealth
Kansas
$302K +$291K +8,315 New
JFG
47
JMG Financial Group
Illinois
$275K +$265K +7,575 New
Betterment LLC
48
Betterment LLC
New York
$273K +$263K +7,508 New
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$261K +$252K +7,187 New
CFD
50
Creative Financial Designs
Indiana
$257K +$40.4K +1,155 +20%