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iShares ESG Advanced MSCI USA ETF

166 hedge funds and large institutions have $604M invested in iShares ESG Advanced MSCI USA ETF in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 69 increasing their positions, 52 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

33% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 52

10% more capital invested

Capital invested by funds: $548M → $604M (+$56M)

6% more funds holding

Funds holding: 157166 (+9)

0.1% more ownership

Funds ownership: 82.86%82.96% (+0.1%)

Holders
166
Holders Change
+9
Holders Change %
+5.73%
% of All Funds
2.61%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
69
Reduced
52
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
26
Crestone Asset Management
Colorado
$2.19M -$216K -6,382 -9%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$2.19M +$327K +9,671 +19%
Prudential Financial
28
Prudential Financial
New Jersey
$2.13M -$55.8K -1,652 -3%
AI
29
Accredited Investors
Minnesota
$2.09M +$87.4K +2,586 +5%
EH
30
Equitable Holdings
New York
$2.05M +$91.1K +2,698 +5%
AssetMark Inc
31
AssetMark Inc
California
$1.98M +$292K +8,650 +19%
WP
32
WealthSource Partners
California
$1.93M -$64.3K -1,903 -3%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$1.88M +$196K +5,808 +12%
IWC
34
Integrated Wealth Concepts
Massachusetts
$1.82M +$105K +3,112 +7%
Goldman Sachs
35
Goldman Sachs
New York
$1.8M
CAN
36
Cetera Advisor Networks
California
$1.78M +$83.8K +2,481 +5%
Bank of America
37
Bank of America
North Carolina
$1.66M +$3.65K +108 +0.2%
Cerity Partners
38
Cerity Partners
New York
$1.63M +$84.4K +2,500 +6%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$1.47M -$285K -8,448 -17%
OWM
40
Opes Wealth Management
California
$1.43M -$156K -4,610 -10%
SPIA
41
Steward Partners Investment Advisory
New York
$1.39M +$83.5K +2,472 +7%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$1.36M +$375K +11,090 +41%
AIA
43
Ally Invest Advisors
North Carolina
$1.29M +$172K +5,087 +17%
DI
44
DFPG Investments
Utah
$1.22M -$22.4K -663 -2%
RIG
45
Ramiah Investment Group
Wisconsin
$1.1M +$1.04M +30,705 New
AM
46
Atwater Malick
Pennsylvania
$1.1M +$1.03M +30,531 New
TWC
47
TD Waterhouse Canada
Ontario, Canada
$1.02M
KAS
48
Kestra Advisory Services
Texas
$957K -$21.4K -634 -2%
WA
49
Wealth Alliance
New York
$938K -$13.6K -402 -2%
T
50
TCWP
Ohio
$931K +$75.3K +2,229 +9%