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iShares ESG Advanced MSCI USA ETF

206 hedge funds and large institutions have $781M invested in iShares ESG Advanced MSCI USA ETF in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 82 increasing their positions, 78 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 13

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

14% more capital invested

Capital invested by funds: $686M → $781M (+$94.3M)

5% more funds holding

Funds holding: 197206 (+9)

5% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 78

4.91% less ownership

Funds ownership: 84.06%79.15% (-4.9%)

Holders
206
Holders Change
+9
Holders Change %
+4.57%
% of All Funds
2.97%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
26
Increased
82
Reduced
78
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
51
Ally Invest Advisors
North Carolina
$1.73M +$9.72K +229 +0.6%
OWM
52
Opes Wealth Management
California
$1.71M -$67.7K -1,595 -4%
MIS
53
Morningstar Investment Services
Illinois
$1.66M -$750K -17,669 -32%
Bank of New York Mellon
54
Bank of New York Mellon
New York
$1.62M +$13.8K +324 +0.9%
RIG
55
Ramiah Investment Group
Wisconsin
$1.59M +$109K +2,571 +8%
KAS
56
Kestra Advisory Services
Texas
$1.55M +$191K +4,508 +15%
Wells Fargo
57
Wells Fargo
California
$1.49M +$188K +4,435 +16%
SAG
58
SageView Advisory Group
California
$1.49M +$2.58M +60,866 New
SWP
59
Stratos Wealth Partners
Ohio
$1.48M -$10.1K -238 -0.7%
DAS
60
Diversify Advisory Services
Utah
$1.47M +$1.39M +32,623 New
EFN
61
Equita Financial Network
Pennsylvania
$1.46M +$201K +4,726 +17%
SPC
62
Sigma Planning Corp
Michigan
$1.39M +$1.3M +30,711 New
SA
63
Skyline Advisors
Washington
$1.31M -$23.1K -543 -2%
HHGA
64
Halbert Hargrove Global Advisors
California
$1.3M +$14.3K +337 +1%
AAS
65
Avantax Advisory Services
Texas
$1.3M +$232K +5,473 +23%
TWC
66
TD Waterhouse Canada
Ontario, Canada
$1.26M
RWM
67
RKL Wealth Management
Pennsylvania
$1.2M -$88.8K -2,091 -7%
APW
68
Austin Private Wealth
Texas
$1.2M +$65.1K +1,532 +6%
VWA
69
VERITY Wealth Advisors
United States
$1.18M +$119K +2,791 +12%
MOS
70
MGO One Seven
Ohio
$1.17M +$46.8K +1,103 +4%
T
71
TCWP
Ohio
$1.17M +$46.8K +1,103 +4%
HPFG
72
Hart & Patterson Financial Group
Massachusetts
$1.15M +$420K +9,888 +64%
FHA
73
First Horizon Advisors
Tennessee
$1.09M -$22.4K -527 -2%
SFP
74
Sandbox Financial Partners
Maryland
$1.09M -$56.1K -1,320 -5%
IAIM
75
International Assets Investment Management
Florida
$1.07M -$195K -4,595 -16%