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iShares ESG Advanced MSCI USA ETF

128 hedge funds and large institutions have $446M invested in iShares ESG Advanced MSCI USA ETF in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 56 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

2% less funds holding

Funds holding: 130128 (-2)

3.25% less ownership

Funds ownership: 84.36%81.1% (-3.3%)

25% less capital invested

Capital invested by funds: $598M → $446M (-$151M)

27% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 56

Holders
128
Holders Change
-2
Holders Change %
-1.54%
% of All Funds
2.16%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
41
Reduced
56
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JFG
51
JMG Financial Group
Illinois
$567K +$302K +9,363 +98%
T
52
TCWP
Ohio
$539K -$122K -3,787 -17%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$536K +$523K +16,215 +930%
AssetMark Inc
54
AssetMark Inc
California
$528K +$570K +17,693 New
PFGIA
55
Patriot Financial Group Insurance Agency
Massachusetts
$517K -$74.8K -2,320 -12%
FTUS
56
Flow Traders U.S.
New York
$494K -$35.3K -1,096 -6%
BRWA
57
B. Riley Wealth Advisors
Florida
$483K -$80.2K -2,489 -13%
OPS
58
Orion Portfolio Solutions
Nebraska
$470K -$136K -4,214 -21%
AAS
59
Avantax Advisory Services
Texas
$466K +$27.6K +856 +6%
PL
60
Plancorp LLC
Missouri
$462K +$499K +15,479 New
CW
61
CreativeOne Wealth
Kansas
$451K -$137K -4,253 -22%
WI
62
WrapManager Inc
California
$444K +$5.51K +171 +1%
AG
63
Ascent Group
Virginia
$428K +$3.03K +94 +0.7%
Wells Fargo
64
Wells Fargo
California
$414K -$249K -7,729 -36%
PWA
65
Physician Wealth Advisors
Utah
$413K -$6.22K -193 -1%
Betterment LLC
66
Betterment LLC
New York
$406K +$25.3K +786 +6%
CAN
67
Cetera Advisor Networks
California
$402K +$75.8K +2,352 +21%
CAM
68
Crestone Asset Management
Colorado
$360K -$38.7K -1,202 -9%
VHAM
69
Van Hulzen Asset Management
California
$359K +$2.61K +81 +0.7%
WFA
70
Wade Financial Advisory
California
$354K +$382K +11,840 New
RWM
71
RKL Wealth Management
Pennsylvania
$353K +$104K +3,219 +37%
CA
72
CoreCap Advisors
Michigan
$345K -$32.6K -1,010 -8%
CCM
73
Coldstream Capital Management
Washington
$339K
WWG
74
West Wealth Group
California
$330K -$66.8K -2,072 -16%
CFD
75
Creative Financial Designs
Indiana
$326K -$14.4K -447 -4%