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iShares ESG Advanced MSCI USA ETF

213 hedge funds and large institutions have $841M invested in iShares ESG Advanced MSCI USA ETF in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 107 increasing their positions, 60 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 60

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

8% more capital invested

Capital invested by funds: $781M → $841M (+$60.4M)

3% more funds holding

Funds holding: 206213 (+7)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.49% less ownership

Funds ownership: 79.15%77.66% (-1.5%)

Holders
213
Holders Change
+7
Holders Change %
+3.4%
% of All Funds
3.08%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
25
Increased
107
Reduced
60
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
26
AssetMark Inc
California
$3.73M +$237K +5,300 +7%
UCFA
27
United Capital Financial Advisors
Texas
$3.72M +$416K +9,308 +13%
OL
28
Optas LLC
Texas
$3.69M -$13.4K -300 -0.4%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$3.6M +$103K +2,302 +3%
Osaic Holdings
30
Osaic Holdings
Arizona
$3.52M +$625K +13,979 +23%
RCG
31
Regatta Capital Group
California
$3.46M +$487K +10,905 +17%
AI
32
Accredited Investors
Minnesota
$3.31M +$314K +7,018 +11%
Bank of America
33
Bank of America
North Carolina
$3.26M +$944K +21,129 +43%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$3.22M +$549K +12,297 +22%
GG
35
GenWealth Group
New Jersey
$3.17M -$21K -470 -0.7%
HGWM
36
Horst & Graben Wealth Management
Oregon
$3.14M -$7.73K -173 -0.3%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$2.98M +$752K +16,831 +36%
Wells Fargo
38
Wells Fargo
California
$2.95M +$1.35M +30,327 +92%
Goldman Sachs
39
Goldman Sachs
New York
$2.92M -$56K -1,254 -2%
Pathstone Holdings
40
Pathstone Holdings
New Jersey
$2.86M +$2.75M +61,474 New
AM
41
Atwater Malick
Pennsylvania
$2.84M +$634K +14,184 +30%
SHJ
42
Sharkey, Howes & Javer
Colorado
$2.77M +$53.4K +1,196 +2%
EH
43
Equitable Holdings
New York
$2.73M +$95.9K +2,146 +4%
MIS
44
Morningstar Investment Services
Illinois
$2.68M +$931K +20,848 +57%
SA
45
Sanctuary Advisors
Indiana
$2.61M +$2.7M +60,413 New
IWC
46
Integrated Wealth Concepts
Massachusetts
$2.46M +$2.01K +45 +0.1%
SPIA
47
Steward Partners Investment Advisory
New York
$2.28M +$74.6K +1,669 +4%
GAM
48
Gould Asset Management
California
$1.99M
Prudential Financial
49
Prudential Financial
New Jersey
$1.91M -$76.6K -1,715 -4%
EFN
50
Equita Financial Network
Pennsylvania
$1.88M +$359K +8,040 +25%