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iShares ESG Advanced MSCI USA ETF

130 hedge funds and large institutions have $451M invested in iShares ESG Advanced MSCI USA ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 61 increasing their positions, 42 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 42

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

2.76% more ownership

Funds ownership: 81.1%83.86% (+2.8%)

2% more funds holding

Funds holding: 128130 (+2)

1% more capital invested

Capital invested by funds: $446M → $451M (+$4.34M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
130
Holders Change
+2
Holders Change %
+1.56%
% of All Funds
2.24%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
61
Reduced
42
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
51
Raymond James & Associates
Florida
$620K +$34.5K +1,105 +5%
SPIA
52
Steward Partners Investment Advisory
New York
$611K -$6.94K -222 -1%
RIA
53
Regal Investment Advisors
Michigan
$582K -$10.2K -327 -2%
SB
54
Strategic Blueprint
Georgia
$571K -$86.2K -2,757 -12%
KFSC
55
Keystone Financial Services (Colorado)
Colorado
$567K -$20K -640 -3%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$557K +$621K +19,864 New
RWM
57
RKL Wealth Management
Pennsylvania
$539K +$232K +7,426 +63%
JFG
58
JMG Financial Group
Illinois
$531K
T
59
TCWP
Ohio
$519K +$15.7K +502 +3%
CGL
60
Clarius Group LLC
Washington
$517K +$577K +18,452 New
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$508K +$5.28K +169 +0.9%
PFGIA
62
Patriot Financial Group Insurance Agency
Massachusetts
$499K +$14.9K +478 +3%
OPS
63
Orion Portfolio Solutions
Nebraska
$498K +$63.5K +2,033 +13%
AIA
64
Ally Invest Advisors
North Carolina
$485K +$274K +8,766 +103%
CAN
65
Cetera Advisor Networks
California
$453K +$84.3K +2,697 +20%
MYIA
66
Mount Yale Investment Advisors
Colorado
$424K +$232K +7,428 +96%
AAS
67
Avantax Advisory Services
Texas
$422K -$16.4K -524 -3%
WI
68
WrapManager Inc
California
$416K -$907 -29 -0.2%
PFO
69
Pathstone Family Office
New Jersey
$416K +$232K +7,407 +100%
Betterment LLC
70
Betterment LLC
New York
$406K
IA
71
IFP Advisors
Florida
$402K +$151K +4,829 +44%
BRWA
72
B. Riley Wealth Advisors
Florida
$394K -$66.3K -2,121 -13%
AG
73
Ascent Group
Virginia
$394K +$1.19K +38 +0.3%
Wells Fargo
74
Wells Fargo
California
$389K +$125 +4 +0%
WFA
75
Wade Financial Advisory
California
$381K +$54.4K +1,740 +15%