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iShares ESG Advanced MSCI USA ETF

213 hedge funds and large institutions have $841M invested in iShares ESG Advanced MSCI USA ETF in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 107 increasing their positions, 60 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 60

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

8% more capital invested

Capital invested by funds: $781M → $841M (+$60.4M)

3% more funds holding

Funds holding: 206213 (+7)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.49% less ownership

Funds ownership: 79.15%77.66% (-1.5%)

Holders
213
Holders Change
+7
Holders Change %
+3.4%
% of All Funds
3.08%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
25
Increased
107
Reduced
60
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
76
Wealth Alliance
New York
$1.07M +$402 +9 +0%
Fidelity Investments
77
Fidelity Investments
Massachusetts
$1.04M -$6.7K -150 -0.7%
DL
78
DOHJ LLC
Washington
$967K +$344K +7,711 +59%
RIA
79
Regal Investment Advisors
Michigan
$959K +$27.8K +622 +3%
FLPIM
80
F.L. Putnam Investment Management
Massachusetts
$949K +$910K +20,372 New
SCA
81
Snowden Capital Advisors
New York
$948K -$3.22K -72 -0.4%
CGL
82
Clarius Group LLC
Washington
$948K +$89 +2 +0%
SRB
83
Shotwell Rutter Baer
Michigan
$896K +$844K +18,896 New
WIA
84
World Investment Advisors
California
$884K +$18.2K +408 +2%
Citadel Advisors
85
Citadel Advisors
Florida
$860K +$825K +18,460 New
TC
86
TownSquare Capital
Utah
$855K +$23.8K +532 +3%
CCM
87
Crew Capital Management
Ohio
$846K -$33.5K -749 -4%
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$829K +$121K +2,708 +18%
FFA
89
Farther Finance Advisors
California
$813K +$74.7K +1,671 +11%
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$801K +$41.5K +928 +6%
CWM
91
Congress Wealth Management
Massachusetts
$799K -$51.8K -1,159 -6%
KFSC
92
Keystone Financial Services (Colorado)
Colorado
$789K +$38.8K +869 +5%
RCS
93
Retirement Capital Strategies
California
$787K -$4.25M -95,078 -85%
WI
94
WrapManager Inc
California
$784K -$42.4K -949 -5%
SWA
95
Stratos Wealth Advisors
Ohio
$766K +$103K +2,295 +16%
JFG
96
JMG Financial Group
Illinois
$751K
FA
97
Financial Advisors
Massachusetts
$747K
NWMG
98
National Wealth Management Group
Ohio
$740K +$122K +2,737 +21%
MW
99
Maia Wealth
Colorado
$740K +$687K +15,375 New
MFG
100
Magnus Financial Group
New York
$738K +$255K +5,701 +56%