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iShares ESG Advanced MSCI USA ETF

206 hedge funds and large institutions have $781M invested in iShares ESG Advanced MSCI USA ETF in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 82 increasing their positions, 78 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 13

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

14% more capital invested

Capital invested by funds: $686M → $781M (+$94.3M)

5% more funds holding

Funds holding: 197206 (+9)

5% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 78

4.91% less ownership

Funds ownership: 84.06%79.15% (-4.9%)

Holders
206
Holders Change
+9
Holders Change %
+4.57%
% of All Funds
2.97%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
26
Increased
82
Reduced
78
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OL
26
Optas LLC
Texas
$3.59M -$62.5K -1,472 -2%
Fiera Capital (Canada)
27
Fiera Capital (Canada)
Quebec, Canada
$3.5M +$640K +15,075 +24%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$3.39M +$688K +16,210 +28%
AssetMark Inc
29
AssetMark Inc
California
$3.38M +$228K +5,380 +8%
Morgan Stanley
30
Morgan Stanley
New York
$3.35M -$139K -3,268 -4%
UCFA
31
United Capital Financial Advisors
Texas
$3.18M -$74.6K -1,756 -2%
GG
32
GenWealth Group
New Jersey
$3.09M -$128K -3,022 -4%
HGWM
33
Horst & Graben Wealth Management
Oregon
$3.06M -$70.7K -1,665 -2%
AI
34
Accredited Investors
Minnesota
$2.89M -$73.4K -1,728 -3%
Goldman Sachs
35
Goldman Sachs
New York
$2.88M -$1.72M -40,496 -39%
RCG
36
Regatta Capital Group
California
$2.86M +$2.69M +63,317 New
Osaic Holdings
37
Osaic Holdings
Arizona
$2.78M -$14.6M -343,250 -85%
CAM
38
Crestone Asset Management
Colorado
$2.71M +$99.7K +2,347 +4%
SHJ
39
Sharkey, Howes & Javer
Colorado
$2.63M -$229K -5,399 -8%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$2.57M -$92.3K -2,173 -4%
EH
41
Equitable Holdings
New York
$2.55M +$32.9K +775 +1%
IWC
42
Integrated Wealth Concepts
Massachusetts
$2.39M +$16.8K +395 +0.8%
Bank of America
43
Bank of America
North Carolina
$2.2M +$69.1K +1,628 +3%
CAN
44
Cetera Advisor Networks
California
$2.19M +$20.7K +488 +1%
SPIA
45
Steward Partners Investment Advisory
New York
$2.13M -$24.5K -576 -1%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$2.13M +$322K +7,572 +19%
AM
47
Atwater Malick
Pennsylvania
$2.11M +$430K +10,136 +28%
CA
48
Cetera Advisors
Colorado
$2.09M +$931K +21,929 +90%
GAM
49
Gould Asset Management
California
$1.93M +$408K +9,600 +29%
Prudential Financial
50
Prudential Financial
New Jersey
$1.92M +$4.63K +109 +0.3%