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iShares ESG Advanced MSCI USA ETF

128 hedge funds and large institutions have $446M invested in iShares ESG Advanced MSCI USA ETF in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 56 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

2% less funds holding

Funds holding: 130128 (-2)

3.25% less ownership

Funds ownership: 84.36%81.1% (-3.3%)

25% less capital invested

Capital invested by funds: $598M → $446M (-$151M)

27% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 56

Holders
128
Holders Change
-2
Holders Change %
-1.54%
% of All Funds
2.16%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
41
Reduced
56
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VWM
76
Venturi Wealth Management
Texas
$306K -$64.2K -1,991 -16%
SWA
77
Stratos Wealth Advisors
Ohio
$296K -$46.8K -1,451 -13%
APA
78
American Portfolios Advisors
New York
$291K +$185K +5,725 +142%
CCM
79
Crew Capital Management
Ohio
$289K +$71.8K +2,228 +30%
AA
80
Aufman Associates
Pennsylvania
$288K
IA
81
IFP Advisors
Florida
$279K
CWM
82
Congress Wealth Management
Massachusetts
$279K +$301K +9,325 New
D
83
Dentgroup
Louisiana
$277K -$278K -8,612 -48%
WIA
84
World Investment Advisors
California
$275K +$27.5K +852 +11%
EWA
85
EverSource Wealth Advisors
Alabama
$255K -$61.1K -1,896 -18%
AIA
86
Ally Invest Advisors
North Carolina
$255K +$275K +8,544 New
ACA
87
Aptus Capital Advisors
Alabama
$254K +$21.8K +675 +9%
MCWS
88
McKinley Carter Wealth Services
West Virginia
$253K +$25.7K +797 +10%
MCM
89
MAI Capital Management
Ohio
$251K +$322 +10 +0.1%
Stifel Financial
90
Stifel Financial
Missouri
$239K -$21.8K -677 -8%
TI
91
tru Independence
Oregon
$233K -$148K -4,577 -37%
MYIA
92
Mount Yale Investment Advisors
Colorado
$231K -$316K -9,793 -56%
UCFA
93
United Capital Financial Advisors
Texas
$227K +$30.3K +939 +14%
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$227K +$30.6K +948 +14%
TCA
95
Transcend Capital Advisors
New Jersey
$223K -$115K -3,571 -32%
PFO
96
Pathstone Family Office
New Jersey
$221K +$239K +7,407 New
TWM
97
Trevian Wealth Management
Massachusetts
$218K
SPAS
98
Spectrum Planning & Advisory Services
California
$214K -$57.2K -1,773 -20%
BFG
99
Buttonwood Financial Group
Missouri
$210K -$59.7K -1,851 -21%
WS
100
Wedbush Securities
California
$206K -$57.9K -1,797 -21%