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iShares ESG Advanced MSCI USA ETF

166 hedge funds and large institutions have $604M invested in iShares ESG Advanced MSCI USA ETF in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 69 increasing their positions, 52 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

33% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 52

10% more capital invested

Capital invested by funds: $548M → $604M (+$56M)

6% more funds holding

Funds holding: 157166 (+9)

0.1% more ownership

Funds ownership: 82.86%82.96% (+0.1%)

Holders
166
Holders Change
+9
Holders Change %
+5.73%
% of All Funds
2.61%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
69
Reduced
52
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SB
76
Strategic Blueprint
Georgia
$616K -$34 -1 -0%
FA
77
Financial Advisors
Massachusetts
$596K +$560K +16,586 New
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$573K -$88.7K -2,626 -14%
CCM
79
Crew Capital Management
Ohio
$571K -$24.5K -725 -4%
FMI
80
F/M Investments
District of Columbia
$571K -$24.5K -725 -4%
SWA
81
Stratos Wealth Advisors
Ohio
$570K -$3.44K -102 -0.6%
FFA
82
Farther Finance Advisors
California
$564K -$14.8K -438 -3%
KFSC
83
Keystone Financial Services (Colorado)
Colorado
$546K +$135 +4 +0%
SFS
84
Sowell Financial Services
Arkansas
$536K +$504K +14,906 New
SW
85
SVB Wealth
Massachusetts
$510K -$3.01K -89 -0.6%
AA
86
Aufman Associates
Pennsylvania
$503K -$8.34K -247 -2%
MW
87
Marcum Wealth
Ohio
$493K +$217K +6,411 +88%
ACA
88
Aptus Capital Advisors
Alabama
$478K -$18.4K -546 -4%
Stifel Financial
89
Stifel Financial
Missouri
$475K -$1.79K -53 -0.4%
WI
90
WrapManager Inc
California
$452K -$9.83K -291 -2%
PWA
91
Physician Wealth Advisors
Utah
$444K -$4.19K -124 -1%
CCM
92
Coldstream Capital Management
Washington
$428K +$19.4K +575 +5%
CWM
93
Congress Wealth Management
Massachusetts
$425K +$13.2K +392 +3%
D
94
Dentgroup
Louisiana
$420K
CA
95
CoreCap Advisors
Michigan
$420K +$394K +11,671 New
JFG
96
JMG Financial Group
Illinois
$417K +$36.5K +1,082 +10%
AG
97
Ascent Group
Virginia
$414K -$13.8K -410 -3%
WWG
98
West Wealth Group
California
$398K +$1.32K +39 +0.4%
VHAM
99
Van Hulzen Asset Management
California
$397K
CC
100
Copperleaf Capital
North Carolina
$396K +$126K +3,717 +51%