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iShares ESG Advanced MSCI USA ETF
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54 hedge funds and large institutions have $128M invested in iShares ESG Advanced MSCI USA ETF in 2021 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 24 increasing their positions, 0 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 7

64% more capital invested

Capital invested by funds: $78.2M → $128M (+$49.7M)

59% more funds holding

Funds holding: 34 → 54 (+20)

16.61% less ownership

Funds ownership: 95.72% → 79.11% (-17%)

Holders
54
Holders Change
+20
Holders Change %
+58.82%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
24
Reduced
–
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$27.2M
2
Osaic Holdings
Osaic Holdings
Arizona
+$3.2M
3
5L
55I LLC
Massachusetts
+$2.59M
4
PAS
Park Avenue Securities
New York
+$2.49M
5
OWA
One Wealth Advisors
California
+$1.81M

Top Sellers

1
FTUS
Flow Traders U.S.
New York
-$1.62M
2
HF
HRT Financial
New York
-$341K
3
CRWM
Castle Rock Wealth Management
California
-$284K
4
RIA
Regal Investment Advisors
Michigan
-$277K
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$229K
Name Holding Trade Value Shares
Change 		Change in
Stake
FDCDDQ
51
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.15K – – –
First Manhattan
52
First Manhattan
New York
$4K +$4.85K +150 New
APA
53
American Portfolios Advisors
New York
$3.45K +$3.36K +104 New
DTIM
54
Danda Trouve Investment Management
Kansas
$3K +$2.94K +91 New
Wells Fargo
55
Wells Fargo
California
$2K +$2.04K +63 New
FTUS
56
Flow Traders U.S.
New York
– -$1.62M -51,647 Closed
HF
57
HRT Financial
New York
– -$341K -10,902 Closed
RIA
58
Regal Investment Advisors
Michigan
– -$277K -8,845 Closed
CRWM
59
Castle Rock Wealth Management
California
– -$284K -8,802 Closed
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
– -$229K -7,306 Closed
ASN
61
Advisory Services Network
Georgia
– -$87K -2,794 Closed
Morgan Stanley
62
Morgan Stanley
New York
– -$8K -248 Closed
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