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iShares ESG Advanced MSCI USA ETF

169 hedge funds and large institutions have $574M invested in iShares ESG Advanced MSCI USA ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 55 increasing their positions, 72 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

2% more funds holding

Funds holding: 166169 (+3)

0.25% more ownership

Funds ownership: 82.96%83.21% (+0.25%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less capital invested

Capital invested by funds: $604M → $574M (-$30.1M)

24% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 72

Holders
169
Holders Change
+3
Holders Change %
+1.81%
% of All Funds
2.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
55
Reduced
72
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EFN
51
Equita Financial Network
Pennsylvania
$892K +$930K +25,734 New
RWM
52
RKL Wealth Management
Pennsylvania
$883K +$112K +3,101 +14%
T
53
TCWP
Ohio
$864K -$35.1K -970 -4%
MPW
54
MA Private Wealth
California
$858K
DT
55
Diversified Trust
Tennessee
$856K -$30.1K -832 -3%
WA
56
Wealth Alliance
New York
$846K -$61.4K -1,699 -7%
GAM
57
Gould Asset Management
California
$832K
APW
58
Austin Private Wealth
Texas
$831K -$52.8K -1,461 -6%
AAS
59
Avantax Advisory Services
Texas
$824K +$36.3K +1,004 +4%
CA
60
Cetera Advisors
Colorado
$822K +$6.44K +178 +0.8%
RJA
61
Raymond James & Associates
Florida
$793K +$10.2K +283 +1%
AWM
62
AE Wealth Management
Kansas
$771K -$97.6K -2,699 -11%
Wells Fargo
63
Wells Fargo
California
$764K +$6.4K +177 +0.8%
FHA
64
First Horizon Advisors
Tennessee
$759K -$16.3K -452 -2%
VWA
65
VERITY Wealth Advisors
United States
$727K
Fidelity Investments
66
Fidelity Investments
Massachusetts
$725K
RIA
67
Regal Investment Advisors
Michigan
$711K -$5.86K -162 -0.8%
SCA
68
Snowden Capital Advisors
New York
$707K +$97.7K +2,702 +15%
CGL
69
Clarius Group LLC
Washington
$705K -$2.53K -70 -0.3%
MYIA
70
Mount Yale Investment Advisors
Colorado
$669K +$2.86K +79 +0.4%
BRWA
71
B. Riley Wealth Advisors
Florida
$641K +$269K +7,440 +68%
WIA
72
World Investment Advisors
California
$633K -$18.8K -521 -3%
RJFSA
73
Raymond James Financial Services Advisors
Florida
$611K -$210K -5,807 -25%
Fiera Capital (Canada)
74
Fiera Capital (Canada)
Quebec, Canada
$607K -$20.1K -557 -3%
TC
75
TownSquare Capital
Utah
$592K +$617K +17,076 New