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iShares ESG Advanced MSCI USA ETF

128 hedge funds and large institutions have $446M invested in iShares ESG Advanced MSCI USA ETF in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 56 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

2% less funds holding

Funds holding: 130128 (-2)

3.25% less ownership

Funds ownership: 84.36%81.1% (-3.3%)

25% less capital invested

Capital invested by funds: $598M → $446M (-$151M)

27% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 56

Holders
128
Holders Change
-2
Holders Change %
-1.54%
% of All Funds
2.16%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
41
Reduced
56
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OLVIG
101
Oliver Lagore Vanvalin Investment Group
Michigan
$159K -$87.8K -2,723 -34%
UWM
102
Urban Wealth Management
California
$125K +$135K +4,174 New
HFS
103
Heritage Financial Services
Massachusetts
$92K +$99.6K +3,090 New
Morgan Stanley
104
Morgan Stanley
New York
$84K +$79.3K +2,460 +676%
WPA
105
West Paces Advisors
Georgia
$78.6K
UBS Group
106
UBS Group
Switzerland
$62K -$1.87K -58 -3%
TIM
107
Tortoise Investment Management
New York
$62K
CAL
108
Capital Analysts LLC
Pennsylvania
$59K +$63.9K +1,983 New
AF
109
Advisornet Financial
Minnesota
$56K -$26.7K -828 -31%
FCA
110
FinTrust Capital Advisors
South Carolina
$50K
IFAM
111
Institutional & Family Asset Management
Colorado
$45K
YAL
112
Your Advocates Ltd
Texas
$41K
PC
113
Pecaut & Co
Iowa
$40K
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$40K +$25.4K +788 +147%
CAPTRUST Financial Advisors
115
CAPTRUST Financial Advisors
North Carolina
$38K
HI
116
Harbour Investments
Wisconsin
$37K +$40.5K +1,255 New
FDCDDQ
117
Federation des caisses Desjardins du Quebec
Quebec, Canada
$36.5K +$39.4K +1,223 New
CWA
118
Clearview Wealth Advisors
Oregon
$33K -$7.45K -231 -17%
FCT
119
First Community Trust
Iowa
$29K
GFPC
120
Global Financial Private Client
Florida
$15.2K
KFS
121
Kelly Financial Services
Massachusetts
$8.79K -$2.13K -66 -18%
DTIM
122
Danda Trouve Investment Management
Kansas
$6K
Rockefeller Capital Management
123
Rockefeller Capital Management
New York
$6K +$32 +1 +0.4%
First Manhattan
124
First Manhattan
New York
$4K
Fidelity Investments
125
Fidelity Investments
Massachusetts
$3K +$3.38K +105 +1,050%