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iShares ESG Advanced MSCI USA ETF

206 hedge funds and large institutions have $781M invested in iShares ESG Advanced MSCI USA ETF in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 82 increasing their positions, 78 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 13

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

14% more capital invested

Capital invested by funds: $686M → $781M (+$94.3M)

5% more funds holding

Funds holding: 197206 (+9)

5% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 78

4.91% less ownership

Funds ownership: 84.06%79.15% (-4.9%)

Holders
206
Holders Change
+9
Holders Change %
+4.57%
% of All Funds
2.97%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
26
Increased
82
Reduced
78
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MPW
76
MA Private Wealth
California
$1.06M
DT
77
Diversified Trust
Tennessee
$1.05M -$58.9K -1,387 -6%
WA
78
Wealth Alliance
New York
$1.04M -$2.42K -57 -0.2%
BCI
79
Brinker Capital Investments
Pennsylvania
$1.02M +$273K +6,430 +40%
OPS
80
Orion Portfolio Solutions
Nebraska
$1.02M +$273K +6,430 +40%
Fidelity Investments
81
Fidelity Investments
Massachusetts
$1.01M +$53.4K +1,257 +6%
SCA
82
Snowden Capital Advisors
New York
$922K -$50.8K -1,196 -6%
CGL
83
Clarius Group LLC
Washington
$918K +$127 +3 +0%
RIA
84
Regal Investment Advisors
Michigan
$902K -$1.15K -27 -0.1%
MYIA
85
Mount Yale Investment Advisors
Colorado
$868K +$3.31K +78 +0.4%
CCM
86
Crew Capital Management
Ohio
$854K +$55.9K +1,317 +7%
FMI
87
F/M Investments
District of Columbia
$854K +$55.9K +1,317 +7%
WIA
88
World Investment Advisors
California
$838K -$13.7K -322 -2%
CWM
89
Congress Wealth Management
Massachusetts
$826K +$77.8K +1,832 +11%
TC
90
TownSquare Capital
Utah
$805K +$69.3K +1,632 +10%
WI
91
WrapManager Inc
California
$803K +$50.3K +1,185 +7%
OWMIAS
92
One Wealth Management Investment & Advisory Services
Florida
$739K +$7.26K +171 +1%
Northwestern Mutual Wealth Management
93
Northwestern Mutual Wealth Management
Wisconsin
$735K +$124K +2,918 +22%
JFG
94
JMG Financial Group
Illinois
$728K -$35.7K -841 -5%
KFSC
95
Keystone Financial Services (Colorado)
Colorado
$726K +$7.6K +179 +1%
FGAM
96
Financial Gravity Asset Management
Texas
$725K +$337K +7,945 +86%
FA
97
Financial Advisors
Massachusetts
$724K
FFA
98
Farther Finance Advisors
California
$712K -$679 -16 -0.1%
SB
99
Strategic Blueprint
Georgia
$711K -$38.7K -911 -5%
PFGIA
100
Patriot Financial Group Insurance Agency
Massachusetts
$699K -$47.2K -1,112 -7%