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iShares ESG Advanced MSCI USA ETF

231 hedge funds and large institutions have $895M invested in iShares ESG Advanced MSCI USA ETF in 2024 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 117 increasing their positions, 56 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 10

109% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 56

8% more funds holding

Funds holding: 213231 (+18)

6% more capital invested

Capital invested by funds: $841M → $895M (+$54.6M)

1.22% less ownership

Funds ownership: 77.66%76.44% (-1.2%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
231
Holders Change
+18
Holders Change %
+8.45%
% of All Funds
3.32%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
30
Increased
117
Reduced
56
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
51
Ally Invest Advisors
North Carolina
$1.99M +$159K +3,373 +9%
OWM
52
Opes Wealth Management
California
$1.94M +$76K +1,610 +4%
SPC
53
Sigma Planning Corp
Michigan
$1.86M +$31.2K +661 +2%
FA
54
Financial Advisors
Massachusetts
$1.86M +$1.03M +21,787 +136%
DL
55
DOHJ LLC
Washington
$1.83M +$798K +16,922 +82%
Bank of New York Mellon
56
Bank of New York Mellon
New York
$1.82M +$60.8K +1,289 +4%
RIG
57
Ramiah Investment Group
Wisconsin
$1.78M -$3.59K -76 -0.2%
EFG
58
Elios Financial Group
Ohio
$1.78M +$1.71M +36,329 New
SWP
59
Stratos Wealth Partners
Ohio
$1.6M -$14.3K -304 -0.9%
DAS
60
Diversify Advisory Services
Utah
$1.53M -$140K -2,968 -9%
KAS
61
Kestra Advisory Services
Texas
$1.53M -$71.4K -1,513 -5%
AAS
62
Avantax Advisory Services
Texas
$1.52M +$8.59K +182 +0.6%
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$1.47M +$601K +12,744 +74%
SA
64
Skyline Advisors
Washington
$1.43M -$944 -20 -0.1%
HHGA
65
Halbert Hargrove Global Advisors
California
$1.41M -$8.82K -187 -0.6%
PWM
66
Perigon Wealth Management
California
$1.39M +$202K +4,277 +18%
TWC
67
TD Waterhouse Canada
Ontario, Canada
$1.37M
APW
68
Austin Private Wealth
Texas
$1.36M +$73.8K +1,565 +6%
MOS
69
MGO One Seven
Ohio
$1.33M +$71.7K +1,520 +6%
Fidelity Investments
70
Fidelity Investments
Massachusetts
$1.32M +$216K +4,568 +20%
RWM
71
RKL Wealth Management
Pennsylvania
$1.31M +$3.44K +73 +0.3%
VWA
72
VERITY Wealth Advisors
United States
$1.28M
FHA
73
First Horizon Advisors
Tennessee
$1.23M +$39.5K +838 +3%
DT
74
Diversified Trust
Tennessee
$1.22M
MPW
75
MA Private Wealth
California
$1.16M +$10.6K +224 +1%