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iShares ESG Advanced MSCI USA ETF

130 hedge funds and large institutions have $598M invested in iShares ESG Advanced MSCI USA ETF in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 73 increasing their positions, 22 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

232% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 22

29% more capital invested

Capital invested by funds: $464M → $598M (+$134M)

4.67% more ownership

Funds ownership: 79.68%84.36% (+4.7%)

0% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 20

2% less funds holding

Funds holding: 133130 (-3)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
130
Holders Change
-3
Holders Change %
-2.26%
% of All Funds
2.05%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
20
Increased
73
Reduced
22
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
76
Cetera Advisor Networks
California
$397K +$151K +4,235 +62%
TCA
77
Transcend Capital Advisors
New Jersey
$393K +$121K +3,379 +44%
HighTower Advisors
78
HighTower Advisors
Illinois
$378K -$28.4K -796 -7%
EWA
79
EverSource Wealth Advisors
Alabama
$372K -$7.6K -213 -2%
AA
80
Aufman Associates
Pennsylvania
$345K +$98.1K +2,748 +40%
JFG
81
JMG Financial Group
Illinois
$343K
SPAS
82
Spectrum Planning & Advisory Services
California
$319K +$11.4K +318 +4%
BFG
83
Buttonwood Financial Group
Missouri
$317K +$317K +8,890 New
WS
84
Wedbush Securities
California
$310K +$6.5K +182 +2%
Stifel Financial
85
Stifel Financial
Missouri
$309K +$88.2K +2,470 +40%
RWM
86
RKL Wealth Management
Pennsylvania
$307K +$307K +8,599 New
Citadel Advisors
87
Citadel Advisors
Florida
$306K +$306K +8,564 New
MCM
88
MAI Capital Management
Ohio
$300K -$154K -4,312 -34%
AR
89
Apeiron RIA
Texas
$295K +$298K +8,341 New
ASN
90
Advisory Services Network
Georgia
$293K +$10.4K +291 +4%
Bank of New York Mellon
91
Bank of New York Mellon
New York
$284K +$88.9K +2,491 +46%
ACA
92
Aptus Capital Advisors
Alabama
$280K +$92K +2,576 +49%
IA
93
IFP Advisors
Florida
$279K +$394K +11,042 New
OLVIG
94
Oliver Lagore Vanvalin Investment Group
Michigan
$276K +$287K +8,035 New
MCWS
95
McKinley Carter Wealth Services
West Virginia
$274K +$33.4K +937 +14%
WIA
96
World Investment Advisors
California
$268K +$2.21K +62 +0.8%
CCM
97
Crew Capital Management
Ohio
$266K +$73K +2,046 +38%
FMI
98
F/M Investments
District of Columbia
$266K +$73K +2,046 +38%
TWM
99
Trevian Wealth Management
Massachusetts
$261K
UCFA
100
United Capital Financial Advisors
Texas
$237K -$29.2K -817 -11%