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iShares ESG Advanced MSCI USA ETF

231 hedge funds and large institutions have $895M invested in iShares ESG Advanced MSCI USA ETF in 2024 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 117 increasing their positions, 56 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 10

109% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 56

8% more funds holding

Funds holding: 213231 (+18)

6% more capital invested

Capital invested by funds: $841M → $895M (+$54.6M)

1.22% less ownership

Funds ownership: 77.66%76.44% (-1.2%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
231
Holders Change
+18
Holders Change %
+8.45%
% of All Funds
3.32%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
30
Increased
117
Reduced
56
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HPFG
76
Hart & Patterson Financial Group
Massachusetts
$1.16M -$13.4K -284 -1%
SFP
77
Sandbox Financial Partners
Maryland
$1.1M -$93.7K -1,987 -8%
WA
78
Wealth Alliance
New York
$1.1M -$30.8K -653 -3%
RIA
79
Regal Investment Advisors
Michigan
$1.09M +$78.7K +1,668 +8%
AF
80
Amara Financial
California
$1.07M +$1.03M +21,887 New
MFG
81
Magnus Financial Group
New York
$1.01M +$219K +4,641 +29%
CGL
82
Clarius Group LLC
Washington
$999K +$142 +3 +0%
SCA
83
Snowden Capital Advisors
New York
$992K -$6.65K -141 -0.7%
SRB
84
Shotwell Rutter Baer
Michigan
$983K +$52.4K +1,110 +6%
TC
85
TownSquare Capital
Utah
$969K +$65.6K +1,391 +8%
FFA
86
Farther Finance Advisors
California
$962K +$98.2K +2,081 +12%
WIA
87
World Investment Advisors
California
$928K -$3.07K -65 -0.3%
CCM
88
Crew Capital Management
Ohio
$892K
FMI
89
F/M Investments
District of Columbia
$891K +$857K +18,168 New
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$871K -$3.02K -64 -0.4%
NWMG
91
National Wealth Management Group
Ohio
$855K +$71.9K +1,523 +10%
KFSC
92
Keystone Financial Services (Colorado)
Colorado
$835K +$2.92K +62 +0.4%
CWM
93
Congress Wealth Management
Massachusetts
$812K -$28.3K -599 -3%
WI
94
WrapManager Inc
California
$805K -$20.8K -440 -3%
JFG
95
JMG Financial Group
Illinois
$797K +$5.52K +117 +0.7%
MW
96
Maia Wealth
Colorado
$796K +$23.2K +491 +3%
FTUS
97
Flow Traders U.S.
New York
$776K +$746K +15,812 New
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
$767K +$82K +1,738 +13%
PHWM
99
Pine Harbor Wealth Management
Maryland
$744K
EWA
100
EverSource Wealth Advisors
Alabama
$741K +$18.6K +395 +3%