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iShares ESG Advanced MSCI USA ETF

130 hedge funds and large institutions have $451M invested in iShares ESG Advanced MSCI USA ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 61 increasing their positions, 42 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 42

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

2.76% more ownership

Funds ownership: 81.1%83.86% (+2.8%)

2% more funds holding

Funds holding: 128130 (+2)

1% more capital invested

Capital invested by funds: $446M → $451M (+$4.34M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
130
Holders Change
+2
Holders Change %
+1.56%
% of All Funds
2.24%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
61
Reduced
42
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MPW
76
MA Private Wealth
California
$377K +$403K +12,905 New
PWA
77
Physician Wealth Advisors
Utah
$372K -$4.44K -142 -1%
Citadel Advisors
78
Citadel Advisors
Florida
$371K +$414K +13,229 New
D
79
Dentgroup
Louisiana
$362K +$117K +3,749 +40%
CCM
80
Crew Capital Management
Ohio
$338K +$74.6K +2,388 +25%
FMI
81
F/M Investments
District of Columbia
$338K +$377K +12,073 New
CA
82
CoreCap Advisors
Michigan
$329K +$5.59K +179 +2%
VHAM
83
Van Hulzen Asset Management
California
$315K -$23.8K -762 -6%
CW
84
CreativeOne Wealth
Kansas
$311K -$125K -4,004 -27%
WIA
85
World Investment Advisors
California
$307K +$81.3K +2,600 +31%
WWG
86
West Wealth Group
California
$297K -$14K -449 -4%
VWM
87
Venturi Wealth Management
Texas
$281K -$6.47K -207 -2%
CWM
88
Congress Wealth Management
Massachusetts
$269K +$9.38K +300 +3%
AA
89
Aufman Associates
Pennsylvania
$267K -$4.16K -133 -1%
CFD
90
Creative Financial Designs
Indiana
$266K -$44.9K -1,436 -13%
SWA
91
Stratos Wealth Advisors
Ohio
$262K -$16.8K -538 -5%
APA
92
American Portfolios Advisors
New York
$245K -$31.4K -1,006 -10%
MCWS
93
McKinley Carter Wealth Services
West Virginia
$240K +$2.28K +73 +0.9%
ACA
94
Aptus Capital Advisors
Alabama
$237K -$2.06K -66 -0.8%
MCM
95
MAI Capital Management
Ohio
$236K +$469 +15 +0.2%
AF
96
Advisornet Financial
Minnesota
$234K +$203K +6,503 +349%
EWA
97
EverSource Wealth Advisors
Alabama
$229K -$11.1K -356 -4%
GAM
98
Gould Asset Management
California
$223K +$249K +7,975 New
Stifel Financial
99
Stifel Financial
Missouri
$210K -$16.1K -514 -6%
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$206K -$7.16K -229 -3%