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iShares ESG Advanced MSCI USA ETF

130 hedge funds and large institutions have $598M invested in iShares ESG Advanced MSCI USA ETF in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 73 increasing their positions, 22 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

232% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 22

29% more capital invested

Capital invested by funds: $464M → $598M (+$134M)

4.67% more ownership

Funds ownership: 79.68%84.36% (+4.7%)

0% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 20

2% less funds holding

Funds holding: 133130 (-3)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
130
Holders Change
-3
Holders Change %
-2.26%
% of All Funds
2.05%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
20
Increased
73
Reduced
22
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$1.87M +$1.59M +44,501 +571%
Goldman Sachs
27
Goldman Sachs
New York
$1.78M
SWM
28
SigFig Wealth Management
California
$1.71M +$356K +9,966 +26%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$1.7M +$1.7M +47,513 New
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$1.61M +$265K +7,410 +20%
AI
31
Accredited Investors
Minnesota
$1.49M +$409K +11,467 +38%
GG
32
GenWealth Group
New Jersey
$1.48M +$724K +20,277 +96%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$1.37M -$121K -3,376 -8%
APW
34
Austin Private Wealth
Texas
$1.34M +$131K +3,677 +11%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$1.31M -$30.4K -851 -2%
AWM
36
AE Wealth Management
Kansas
$1.19M -$128K -3,598 -10%
DT
37
Diversified Trust
Tennessee
$1.19M -$112K -3,148 -9%
TWC
38
TD Waterhouse Canada
Ontario, Canada
$1.11M +$35.7K +1,000 +3%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$1.06M -$89.1K -2,495 -8%
OWM
40
Opes Wealth Management
California
$1.03M +$107K +3,009 +12%
RIA
41
Regal Investment Advisors
Michigan
$1.01M +$35.8K +1,002 +4%
GIA
42
Goodwin Investment Advisory
Georgia
$1M -$44K -1,234 -4%
SCA
43
Snowden Capital Advisors
New York
$968K +$67.7K +1,897 +8%
WA
44
Wealth Alliance
New York
$952K -$308K -8,635 -24%
SPIA
45
Steward Partners Investment Advisory
New York
$942K +$550K +15,401 +140%
KFSC
46
Keystone Financial Services (Colorado)
Colorado
$928K +$176K +4,928 +20%
SB
47
Strategic Blueprint
Georgia
$860K +$23.8K +666 +3%
OMC
48
Old Mission Capital
Illinois
$814K +$814K +22,813 New
T
49
TCWP
Ohio
$779K +$40.4K +1,132 +5%
Wells Fargo
50
Wells Fargo
California
$771K +$771K +21,600 New