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iShares ESG Advanced MSCI USA ETF

166 hedge funds and large institutions have $604M invested in iShares ESG Advanced MSCI USA ETF in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 69 increasing their positions, 52 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

33% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 52

10% more capital invested

Capital invested by funds: $548M → $604M (+$56M)

6% more funds holding

Funds holding: 157166 (+9)

0.1% more ownership

Funds ownership: 82.86%82.96% (+0.1%)

Holders
166
Holders Change
+9
Holders Change %
+5.73%
% of All Funds
2.61%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
69
Reduced
52
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DT
51
Diversified Trust
Tennessee
$918K -$47.6K -1,408 -5%
SWP
52
Stratos Wealth Partners
Ohio
$915K +$62.7K +1,856 +8%
APW
53
Austin Private Wealth
Texas
$915K +$55.9K +1,655 +7%
AWM
54
AE Wealth Management
Kansas
$897K +$84.7K +2,506 +11%
MPW
55
MA Private Wealth
California
$890K
GAM
56
Gould Asset Management
California
$863K
CA
57
Cetera Advisors
Colorado
$846K +$77.7K +2,300 +11%
RJFSA
58
Raymond James Financial Services Advisors
Florida
$842K -$113K -3,356 -13%
AAS
59
Avantax Advisory Services
Texas
$818K -$7.57K -224 -1%
RJA
60
Raymond James & Associates
Florida
$813K
RWM
61
RKL Wealth Management
Pennsylvania
$804K +$44.5K +1,318 +6%
FHA
62
First Horizon Advisors
Tennessee
$804K +$79.2K +2,345 +12%
Wells Fargo
63
Wells Fargo
California
$786K -$86.2K -2,553 -10%
VWA
64
VERITY Wealth Advisors
United States
$754K +$177K +5,232 +33%
Fidelity Investments
65
Fidelity Investments
Massachusetts
$752K +$236K +6,988 +50%
RIA
66
Regal Investment Advisors
Michigan
$743K +$7.9K +234 +1%
BCI
67
Brinker Capital Investments
Pennsylvania
$737K +$692K +20,498 New
OPS
68
Orion Portfolio Solutions
Nebraska
$737K +$692K +20,498 New
CGL
69
Clarius Group LLC
Washington
$733K +$68 +2 +0%
GIA
70
Goodwin Investment Advisory
Georgia
$692K -$88.6K -2,624 -12%
MYIA
71
Mount Yale Investment Advisors
Colorado
$691K +$76.7K +2,271 +13%
WIA
72
World Investment Advisors
California
$673K -$37.1K -1,098 -6%
Fiera Capital (Canada)
73
Fiera Capital (Canada)
Quebec, Canada
$650K
SCA
74
Snowden Capital Advisors
New York
$636K -$81.3K -2,407 -12%
PFGIA
75
Patriot Financial Group Insurance Agency
Massachusetts
$626K -$6.99K -207 -1%