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iShares ESG Advanced MSCI USA ETF

213 hedge funds and large institutions have $841M invested in iShares ESG Advanced MSCI USA ETF in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 107 increasing their positions, 60 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 60

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

8% more capital invested

Capital invested by funds: $781M → $841M (+$60.4M)

3% more funds holding

Funds holding: 206213 (+7)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.49% less ownership

Funds ownership: 79.15%77.66% (-1.5%)

Holders
213
Holders Change
+7
Holders Change %
+3.4%
% of All Funds
3.08%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
25
Increased
107
Reduced
60
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
51
OneDigital Investment Advisors
Kansas
$1.84M +$1.77M +39,600 New
OWM
52
Opes Wealth Management
California
$1.76M
SPC
53
Sigma Planning Corp
Michigan
$1.73M +$291K +6,519 +21%
AIA
54
Ally Invest Advisors
North Carolina
$1.73M -$52K -1,164 -3%
RIG
55
Ramiah Investment Group
Wisconsin
$1.7M +$50.8K +1,137 +3%
Bank of New York Mellon
56
Bank of New York Mellon
New York
$1.66M -$5.14K -115 -0.3%
DAS
57
Diversify Advisory Services
Utah
$1.58M +$30.2K +677 +2%
SWP
58
Stratos Wealth Partners
Ohio
$1.53M +$1.34K +30 +0.1%
KAS
59
Kestra Advisory Services
Texas
$1.53M -$74.1K -1,658 -5%
AAS
60
Avantax Advisory Services
Texas
$1.44M +$87.9K +1,968 +7%
SA
61
Skyline Advisors
Washington
$1.36M +$5.14K +115 +0.4%
HHGA
62
Halbert Hargrove Global Advisors
California
$1.35M +$1.65K +37 +0.1%
TWC
63
TD Waterhouse Canada
Ontario, Canada
$1.32M
RWM
64
RKL Wealth Management
Pennsylvania
$1.24M +$2.28K +51 +0.2%
APW
65
Austin Private Wealth
Texas
$1.21M -$36.9K -826 -3%
VWA
66
VERITY Wealth Advisors
United States
$1.21M
MOS
67
MGO One Seven
Ohio
$1.19M -$16.5K -369 -1%
T
68
TCWP
Ohio
$1.19M -$16.5K -369 -1%
DT
69
Diversified Trust
Tennessee
$1.16M +$67K +1,500 +6%
SFP
70
Sandbox Financial Partners
Maryland
$1.14M +$15.6K +349 +1%
FHA
71
First Horizon Advisors
Tennessee
$1.12M -$402 -9 -0%
PWM
72
Perigon Wealth Management
California
$1.12M +$485K +10,847 +82%
HPFG
73
Hart & Patterson Financial Group
Massachusetts
$1.11M -$69.2K -1,548 -6%
IAIM
74
International Assets Investment Management
Florida
$1.1M -$4.47K -100 -0.4%
MPW
75
MA Private Wealth
California
$1.09M