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iShares ESG Advanced MSCI USA ETF

78 hedge funds and large institutions have $203M invested in iShares ESG Advanced MSCI USA ETF in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 39 increasing their positions, 2 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,850% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 2

480% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 5

59% more capital invested

Capital invested by funds: $128M → $203M (+$75.5M)

44% more funds holding

Funds holding: 5478 (+24)

6.3% less ownership

Funds ownership: 79.11%72.81% (-6.3%)

Holders
78
Holders Change
+24
Holders Change %
+44.44%
% of All Funds
1.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
39
Reduced
2
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
51
Goodwin Investment Advisory
Georgia
$241K +$56.1K +1,604 +32%
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$239K
SPIA
53
Steward Partners Investment Advisory
New York
$238K -$22.9K -653 -9%
Creative Planning
54
Creative Planning
Kansas
$235K +$226K +6,461 New
KCA
55
Karn Couzens & Associates
Connecticut
$215K +$207K +5,926 New
FANJ
56
Financial Architects (New Jersey)
New Jersey
$212K +$204K +5,830 New
ACA
57
Aptus Capital Advisors
Alabama
$201K +$17.5K +499 +10%
ASN
58
Advisory Services Network
Georgia
$175K +$169K +4,826 New
FHA
59
First Horizon Advisors
Tennessee
$150K +$42.5K +1,215 +41%
CFA
60
Carroll Financial Associates
North Carolina
$136K +$132K +3,765 New
NFG
61
Next Financial Group
Texas
$110K +$9.52K +272 +10%
PCG
62
Private Capital Group
Connecticut
$110K +$52.1K +1,489 +97%
WPA
63
West Paces Advisors
Georgia
$95.5K +$38.5K +1,100 +72%
WP
64
WealthShield Partners
North Carolina
$62K -$1.12K -32 -2%
Bank of America
65
Bank of America
North Carolina
$60K +$58.1K +1,659 New
FCA
66
FinTrust Capital Advisors
South Carolina
$58K
IFAM
67
Institutional & Family Asset Management
Colorado
$55K
UBS Group
68
UBS Group
Switzerland
$54K +$51.8K +1,479 New
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$28K +$26.9K +768 New
APA
70
American Portfolios Advisors
New York
$25.1K +$20.6K +588 +565%
HI
71
Harbour Investments
Wisconsin
$22K +$13.5K +386 +186%
AF
72
Advisornet Financial
Minnesota
$20K +$6.09K +174 +47%
GFPC
73
Global Financial Private Client
Florida
$12K +$5.46K +156 +90%
LWM
74
Liberty Wealth Management
California
$7K +$6.65K +190 New
NFSG
75
Newbridge Financial Services Group
Florida
$6K