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iShares ESG Advanced MSCI USA ETF

94 hedge funds and large institutions have $346M invested in iShares ESG Advanced MSCI USA ETF in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 58 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,060% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 5

425% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 4

70% more capital invested

Capital invested by funds: $203M → $346M (+$143M)

21% more funds holding

Funds holding: 7894 (+16)

8.78% more ownership

Funds ownership: 72.81%81.59% (+8.8%)

Holders
94
Holders Change
+16
Holders Change %
+20.51%
% of All Funds
1.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
58
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AI
26
Accredited Investors
Minnesota
$962K -$15.8K -425 -2%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$948K +$709K +19,051 +265%
OWM
28
Opes Wealth Management
California
$915K +$396K +10,625 +72%
SCA
29
Snowden Capital Advisors
New York
$888K +$44.6K +1,198 +5%
GIA
30
Goodwin Investment Advisory
Georgia
$854K +$632K +16,982 +258%
RIA
31
Regal Investment Advisors
Michigan
$782K +$250K +6,712 +45%
AWM
32
AE Wealth Management
Kansas
$756K +$416K +11,162 +114%
FHA
33
First Horizon Advisors
Tennessee
$719K +$588K +15,780 +381%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$688K -$703K -18,870 -50%
PFGIA
35
Patriot Financial Group Insurance Agency
Massachusetts
$664K +$99.1K +2,662 +17%
FA
36
Financial Advisors
Massachusetts
$641K
RCS
37
Retirement Capital Strategies
California
$637K -$183K -4,910 -22%
VHAM
38
Van Hulzen Asset Management
California
$617K +$242K +6,491 +61%
SB
39
Strategic Blueprint
Georgia
$610K +$241K +6,468 +62%
IWC
40
Integrated Wealth Concepts
Massachusetts
$603K +$277K +7,440 +80%
WAP
41
Wealthcare Advisory Partners
Pennsylvania
$557K +$3.98K +107 +0.7%
CCG
42
Capital CS Group
California
$555K +$74.5K +2,002 +15%
CRWM
43
Castle Rock Wealth Management
California
$553K +$85.5K +2,295 +20%
WI
44
WrapManager Inc
California
$535K +$551K +14,808 New
GG
45
GenWealth Group
New Jersey
$498K +$513K +13,786 New
OPS
46
Orion Portfolio Solutions
Nebraska
$469K +$484K +12,991 New
CFD
47
Creative Financial Designs
Indiana
$451K +$202K +5,418 +77%
CW
48
CreativeOne Wealth
Kansas
$440K +$144K +3,876 +47%
Betterment LLC
49
Betterment LLC
New York
$429K +$162K +4,360 +58%
CCM
50
Coldstream Capital Management
Washington
$409K