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iShares ESG Advanced MSCI USA ETF

231 hedge funds and large institutions have $895M invested in iShares ESG Advanced MSCI USA ETF in 2024 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 117 increasing their positions, 56 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 10

109% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 56

8% more funds holding

Funds holding: 213231 (+18)

6% more capital invested

Capital invested by funds: $841M → $895M (+$54.6M)

1.22% less ownership

Funds ownership: 77.66%76.44% (-1.2%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
231
Holders Change
+18
Holders Change %
+8.45%
% of All Funds
3.32%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
30
Increased
117
Reduced
56
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
26
AssetMark Inc
California
$4.48M +$530K +11,241 +14%
IWC
27
Integrated Wealth Concepts
Massachusetts
$4.44M +$1.77M +37,521 +71%
RCG
28
Regatta Capital Group
California
$4.2M +$535K +11,338 +15%
OL
29
Optas LLC
Texas
$3.97M +$72.7K +1,541 +2%
UCFA
30
United Capital Financial Advisors
Texas
$3.87M -$47K -997 -1%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$3.84M +$42.1K +892 +1%
Wells Fargo
32
Wells Fargo
California
$3.81M +$678K +14,364 +23%
Goldman Sachs
33
Goldman Sachs
New York
$3.72M +$620K +13,143 +21%
WCFA
34
Walkner Condon Financial Advisors
Wisconsin
$3.72M -$1.33M -28,122 -27%
MIS
35
Morningstar Investment Services
Illinois
$3.52M +$674K +14,284 +25%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$3.52M +$116K +2,461 +4%
AI
37
Accredited Investors
Minnesota
$3.45M -$33.9K -719 -1%
SA
38
Sanctuary Advisors
Indiana
$3.42M +$258K +5,467 +9%
Osaic Holdings
39
Osaic Holdings
Arizona
$3.4M -$291K -6,176 -8%
HGWM
40
Horst & Graben Wealth Management
Oregon
$3.4M +$86.9K +1,841 +3%
AM
41
Atwater Malick
Pennsylvania
$3.3M +$299K +6,330 +10%
Pathstone Holdings
42
Pathstone Holdings
New Jersey
$3.26M +$236K +5,008 +8%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$3.21M +$72K +1,525 +2%
GG
44
GenWealth Group
New Jersey
$3.17M -$157K -3,330 -5%
SHJ
45
Sharkey, Howes & Javer
Colorado
$2.92M +$2.22K +47 +0.1%
EH
46
Equitable Holdings
New York
$2.89M +$5.71K +121 +0.2%
SPIA
47
Steward Partners Investment Advisory
New York
$2.48M +$80.6K +1,709 +3%
EFN
48
Equita Financial Network
Pennsylvania
$2.44M +$442K +9,358 +23%
Prudential Financial
49
Prudential Financial
New Jersey
$2.3M +$285K +6,038 +15%
GAM
50
Gould Asset Management
California
$2.1M