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iShares ESG Advanced MSCI USA ETF

169 hedge funds and large institutions have $574M invested in iShares ESG Advanced MSCI USA ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 55 increasing their positions, 72 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

2% more funds holding

Funds holding: 166169 (+3)

0.25% more ownership

Funds ownership: 82.96%83.21% (+0.25%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less capital invested

Capital invested by funds: $604M → $574M (-$30.1M)

24% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 72

Holders
169
Holders Change
+3
Holders Change %
+1.81%
% of All Funds
2.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
55
Reduced
72
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
76
Crew Capital Management
Ohio
$586K +$37.8K +1,045 +7%
FMI
77
F/M Investments
District of Columbia
$586K +$37.8K +1,045 +7%
PFGIA
78
Patriot Financial Group Insurance Agency
Massachusetts
$579K -$25.4K -702 -4%
MIS
79
Morningstar Investment Services
Illinois
$576K +$601K +16,610 New
SB
80
Strategic Blueprint
Georgia
$574K -$21.2K -587 -3%
BCI
81
Brinker Capital Investments
Pennsylvania
$568K -$149K -4,115 -20%
OPS
82
Orion Portfolio Solutions
Nebraska
$568K -$149K -4,115 -20%
GIA
83
Goodwin Investment Advisory
Georgia
$553K -$119K -3,287 -17%
FA
84
Financial Advisors
Massachusetts
$551K -$25.3K -700 -4%
FFA
85
Farther Finance Advisors
California
$545K +$542 +15 +0.1%
CWM
86
Congress Wealth Management
Massachusetts
$543K +$140K +3,860 +33%
SWA
87
Stratos Wealth Advisors
Ohio
$517K -$34K -939 -6%
SFS
88
Sowell Financial Services
Arkansas
$509K -$9.91K -274 -2%
KFSC
89
Keystone Financial Services (Colorado)
Colorado
$502K -$24.6K -679 -4%
SW
90
SVB Wealth
Massachusetts
$491K -$1.48K -41 -0.3%
AA
91
Aufman Associates
Pennsylvania
$485K
MW
92
Marcum Wealth
Ohio
$476K +$868 +24 +0.2%
Northwestern Mutual Wealth Management
93
Northwestern Mutual Wealth Management
Wisconsin
$473K -$82.8K -2,291 -14%
Susquehanna International Group
94
Susquehanna International Group
Pennsylvania
$455K -$3.03M -83,782 -86%
ACA
95
Aptus Capital Advisors
Alabama
$434K -$27.4K -757 -6%
Wealth Enhancement Advisory Services
96
Wealth Enhancement Advisory Services
Minnesota
$428K +$447K +12,360 New
Stifel Financial
97
Stifel Financial
Missouri
$426K -$33.2K -918 -7%
PWA
98
Physician Wealth Advisors
Utah
$420K -$12.4K -342 -3%
WI
99
WrapManager Inc
California
$414K -$21.8K -604 -5%
CCM
100
Coldstream Capital Management
Washington
$413K