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iShares ESG Advanced MSCI USA ETF

128 hedge funds and large institutions have $446M invested in iShares ESG Advanced MSCI USA ETF in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 56 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

2% less funds holding

Funds holding: 130128 (-2)

3.25% less ownership

Funds ownership: 84.36%81.1% (-3.3%)

25% less capital invested

Capital invested by funds: $598M → $446M (-$151M)

27% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 56

Holders
128
Holders Change
-2
Holders Change %
-1.54%
% of All Funds
2.16%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
41
Reduced
56
Closed
15
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
$1.57M +$7.35K +228 +0.4%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$1.52M -$198K -6,140 -11%
GG
28
GenWealth Group
New Jersey
$1.42M +$191K +5,926 +14%
AI
29
Accredited Investors
Minnesota
$1.27M +$22.3K +693 +2%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$1.25M -$182K -5,659 -12%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$1.15M +$6.87K +213 +0.6%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$1.14M -$220K -6,824 -15%
WA
33
Wealth Alliance
New York
$1.09M +$322K +9,990 +37%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$1.08M -$15.4K -478 -1%
OWM
35
Opes Wealth Management
California
$958K +$106K +3,290 +11%
DT
36
Diversified Trust
Tennessee
$932K -$70.1K -2,173 -7%
TWC
37
TD Waterhouse Canada
Ontario, Canada
$928K
AWM
38
AE Wealth Management
Kansas
$872K -$137K -4,243 -13%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$812K +$620K +19,226 +242%
APW
40
Austin Private Wealth
Texas
$775K -$376K -11,670 -31%
VWA
41
VERITY Wealth Advisors
United States
$752K +$812K +25,175 New
SCA
42
Snowden Capital Advisors
New York
$739K -$76.9K -2,384 -9%
FHA
43
First Horizon Advisors
Tennessee
$730K +$789K +24,483 New
GIA
44
Goodwin Investment Advisory
Georgia
$695K -$154K -4,782 -17%
SB
45
Strategic Blueprint
Georgia
$691K -$30.7K -952 -4%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$688K -$216K -6,687 -23%
SPIA
47
Steward Partners Investment Advisory
New York
$658K -$141K -4,370 -17%
KFSC
48
Keystone Financial Services (Colorado)
Colorado
$641K -$322K -9,978 -33%
RIA
49
Regal Investment Advisors
Michigan
$631K -$229K -7,096 -25%
RJA
50
Raymond James & Associates
Florida
$628K -$15.2K -473 -2%