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iShares ESG Advanced MSCI USA ETF

94 hedge funds and large institutions have $346M invested in iShares ESG Advanced MSCI USA ETF in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 58 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,060% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 5

425% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 4

70% more capital invested

Capital invested by funds: $203M → $346M (+$143M)

21% more funds holding

Funds holding: 7894 (+16)

8.78% more ownership

Funds ownership: 72.81%81.59% (+8.8%)

Holders
94
Holders Change
+16
Holders Change %
+20.51%
% of All Funds
1.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
58
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
51
Steward Partners Investment Advisory
New York
$400K +$169K +4,527 +69%
JFG
52
JMG Financial Group
Illinois
$347K +$75.5K +2,028 +27%
Bank of America
53
Bank of America
North Carolina
$326K +$275K +7,376 +445%
VWM
54
Venturi Wealth Management
Texas
$314K +$323K +8,680 New
NAG
55
Northstar Advisory Group
New Jersey
$303K +$312K +8,381 New
SPAS
56
Spectrum Planning & Advisory Services
California
$303K +$312K +8,381 New
TCA
57
Transcend Capital Advisors
New Jersey
$281K +$272K +7,297 New
ASN
58
Advisory Services Network
Georgia
$269K +$98.1K +2,636 +55%
WIA
59
World Investment Advisors
California
$267K +$276K +7,402 New
TI
60
tru Independence
Oregon
$251K +$260K +6,981 New
BRWA
61
B. Riley Wealth Advisors
Florida
$250K +$257K +6,906 New
WS
62
Wedbush Securities
California
$248K +$256K +6,867 New
CAN
63
Cetera Advisor Networks
California
$242K +$250K +6,703 New
Creative Planning
64
Creative Planning
Kansas
$233K
KCA
65
Karn Couzens & Associates
Connecticut
$231K +$17.9K +482 +8%
AAS
66
Avantax Advisory Services
Texas
$227K +$234K +6,289 New
CGL
67
Clarius Group LLC
Washington
$214K +$210K +5,638 New
FANJ
68
Financial Architects (New Jersey)
New Jersey
$211K
ACA
69
Aptus Capital Advisors
Alabama
$190K -$10.5K -282 -5%
CFA
70
Carroll Financial Associates
North Carolina
$187K +$53.1K +1,426 +38%
PCG
71
Private Capital Group
Connecticut
$139K +$30.5K +820 +27%
NFG
72
Next Financial Group
Texas
$110K
AF
73
Allworth Financial
California
$97K +$100K +2,699 New
WPA
74
West Paces Advisors
Georgia
$95K
UBS Group
75
UBS Group
Switzerland
$81K +$28.7K +772 +52%