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iShares ESG Advanced MSCI USA ETF

130 hedge funds and large institutions have $451M invested in iShares ESG Advanced MSCI USA ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 61 increasing their positions, 42 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 42

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

2.76% more ownership

Funds ownership: 81.1%83.86% (+2.8%)

2% more funds holding

Funds holding: 128130 (+2)

1% more capital invested

Capital invested by funds: $446M → $451M (+$4.34M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
130
Holders Change
+2
Holders Change %
+1.56%
% of All Funds
2.24%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
61
Reduced
42
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EH
26
Equitable Holdings
New York
$1.6M +$25.1K +802 +1%
GG
27
GenWealth Group
New Jersey
$1.59M +$297K +9,507 +20%
Bank of America
28
Bank of America
North Carolina
$1.5M +$34.8K +1,112 +2%
Goldman Sachs
29
Goldman Sachs
New York
$1.4M -$695K -22,239 -31%
AI
30
Accredited Investors
Minnesota
$1.29M +$110K +3,503 +8%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$1.26M +$210K +6,733 +18%
ACP
32
Ashfield Capital Partners
California
$1.23M -$341K -10,903 -20%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$1.18M +$107K +3,426 +9%
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$1.17M -$20.1K -643 -2%
IWC
35
Integrated Wealth Concepts
Massachusetts
$1.16M -$846K -27,068 -39%
OWM
36
Opes Wealth Management
California
$1.04M +$162K +5,175 +16%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$990K -$29.4K -941 -3%
DT
38
Diversified Trust
Tennessee
$891K +$19K +609 +2%
TWC
39
TD Waterhouse Canada
Ontario, Canada
$888K
AssetMark Inc
40
AssetMark Inc
California
$854K +$400K +12,801 +72%
FDCDDQ
41
Federation des caisses Desjardins du Quebec
Quebec, Canada
$832K +$889K +28,453 +2,326%
SCA
42
Snowden Capital Advisors
New York
$823K +$145K +4,636 +19%
AWM
43
AE Wealth Management
Kansas
$803K -$17.6K -562 -2%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$792K +$34K +1,087 +4%
APW
45
Austin Private Wealth
Texas
$738K +$11.6K +371 +1%
GIA
46
Goodwin Investment Advisory
Georgia
$719K +$74K +2,368 +10%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$710K +$72.7K +2,326 +10%
VWA
48
VERITY Wealth Advisors
United States
$705K
WA
49
Wealth Alliance
New York
$692K -$374K -11,966 -33%
FHA
50
First Horizon Advisors
Tennessee
$666K -$22K -703 -3%