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iShares ESG Advanced MSCI USA ETF

169 hedge funds and large institutions have $574M invested in iShares ESG Advanced MSCI USA ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 55 increasing their positions, 72 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

2% more funds holding

Funds holding: 166169 (+3)

0.25% more ownership

Funds ownership: 82.96%83.21% (+0.25%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less capital invested

Capital invested by funds: $604M → $574M (-$30.1M)

24% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 72

Holders
169
Holders Change
+3
Holders Change %
+1.81%
% of All Funds
2.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
55
Reduced
72
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
26
Crestone Asset Management
Colorado
$2.3M +$192K +5,322 +9%
AssetMark Inc
27
AssetMark Inc
California
$2.26M +$359K +9,935 +18%
AI
28
Accredited Investors
Minnesota
$2.02M +$9.37K +259 +0.4%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$1.95M +$147K +4,058 +8%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$1.93M -$188K -5,199 -9%
EH
31
Equitable Holdings
New York
$1.92M -$62.8K -1,736 -3%
Prudential Financial
32
Prudential Financial
New Jersey
$1.8M -$270K -7,459 -13%
IWC
33
Integrated Wealth Concepts
Massachusetts
$1.74M -$11.6K -321 -0.6%
Goldman Sachs
34
Goldman Sachs
New York
$1.73M
CAN
35
Cetera Advisor Networks
California
$1.73M +$15.3K +422 +0.9%
WP
36
WealthSource Partners
California
$1.68M -$190K -5,246 -10%
Cerity Partners
37
Cerity Partners
New York
$1.58M +$3.65K +101 +0.2%
SPIA
38
Steward Partners Investment Advisory
New York
$1.48M +$147K +4,052 +10%
Bank of America
39
Bank of America
North Carolina
$1.47M -$132K -3,653 -8%
OWM
40
Opes Wealth Management
California
$1.44M +$62.9K +1,740 +4%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$1.35M -$76.1K -2,106 -5%
AIA
42
Ally Invest Advisors
North Carolina
$1.25M +$13.5K +374 +1%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$1.22M -$96.4K -2,666 -7%
AM
44
Atwater Malick
Pennsylvania
$1.21M +$162K +4,475 +15%
SWP
45
Stratos Wealth Partners
Ohio
$1.2M +$332K +9,175 +36%
DI
46
DFPG Investments
Utah
$1.19M +$25.3K +701 +2%
RIG
47
Ramiah Investment Group
Wisconsin
$1.14M +$80.3K +2,221 +7%
JFG
48
JMG Financial Group
Illinois
$1.09M +$719K +19,885 +171%
KAS
49
Kestra Advisory Services
Texas
$1.05M +$130K +3,602 +14%
TWC
50
TD Waterhouse Canada
Ontario, Canada
$983K