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iShares ESG Advanced MSCI USA ETF

130 hedge funds and large institutions have $598M invested in iShares ESG Advanced MSCI USA ETF in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 73 increasing their positions, 22 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

232% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 22

29% more capital invested

Capital invested by funds: $464M → $598M (+$134M)

4.67% more ownership

Funds ownership: 79.68%84.36% (+4.7%)

0% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 20

2% less funds holding

Funds holding: 133130 (-3)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
130
Holders Change
-3
Holders Change %
-2.26%
% of All Funds
2.05%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
20
Increased
73
Reduced
22
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$237K +$535 +15 +0.2%
FANJ
102
Financial Architects (New Jersey)
New Jersey
$235K +$107 +3 +0%
KCA
103
Karn Couzens & Associates
Connecticut
$211K -$17.2K -482 -8%
APA
104
American Portfolios Advisors
New York
$144K +$18.4K +515 +15%
PCG
105
Private Capital Group
Connecticut
$136K +$286 +8 +0.2%
AF
106
Advisornet Financial
Minnesota
$96K +$69.2K +1,939 +258%
WPA
107
West Paces Advisors
Georgia
$93.9K
UBS Group
108
UBS Group
Switzerland
$76K -$2.93K -82 -4%
TIM
109
Tortoise Investment Management
New York
$75K +$4.11K +115 +6%
Northwestern Mutual Wealth Management
110
Northwestern Mutual Wealth Management
Wisconsin
$62K +$56.6K +1,585 +1,003%
FCA
111
FinTrust Capital Advisors
South Carolina
$57K
IFAM
112
Institutional & Family Asset Management
Colorado
$54K
YAL
113
Your Advocates Ltd
Texas
$49K +$48.9K +1,370 New
PC
114
Pecaut & Co
Iowa
$48K -$29.8K -836 -39%
CWA
115
Clearview Wealth Advisors
Oregon
$48K +$41.7K +1,168 +667%
CAPTRUST Financial Advisors
116
CAPTRUST Financial Advisors
North Carolina
$46K
FCT
117
First Community Trust
Iowa
$35K
PNC Financial Services Group
118
PNC Financial Services Group
Pennsylvania
$19K +$19.1K +536 New
GFPC
119
Global Financial Private Client
Florida
$18.1K +$1.07K +30 +6%
Morgan Stanley
120
Morgan Stanley
New York
$13K
TRCT
121
Tower Research Capital (TRC)
New York
$13K +$13.2K +371 New
KFS
122
Kelly Financial Services
Massachusetts
$12.9K -$36 -1 -0.3%
Rockefeller Capital Management
123
Rockefeller Capital Management
New York
$7K
DTIM
124
Danda Trouve Investment Management
Kansas
$7K +$500 +14 +8%
MCC
125
Money Concepts Capital
Florida
$6K +$6.28K +176 New