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iShares ESG Advanced MSCI USA ETF

130 hedge funds and large institutions have $451M invested in iShares ESG Advanced MSCI USA ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 61 increasing their positions, 42 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 42

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

2.76% more ownership

Funds ownership: 81.1%83.86% (+2.8%)

2% more funds holding

Funds holding: 128130 (+2)

1% more capital invested

Capital invested by funds: $446M → $451M (+$4.34M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
130
Holders Change
+2
Holders Change %
+1.56%
% of All Funds
2.24%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
61
Reduced
42
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPAS
101
Spectrum Planning & Advisory Services
California
$206K +$5.81K +186 +3%
TWM
102
Trevian Wealth Management
Massachusetts
$204K
OLVIG
103
Oliver Lagore Vanvalin Investment Group
Michigan
$137K -$12.8K -411 -8%
SWM
104
Sugarloaf Wealth Management
Georgia
$136K +$151K +4,840 New
CAL
105
Capital Analysts LLC
Pennsylvania
$110K +$60.5K +1,935 +98%
UBS Group
106
UBS Group
Switzerland
$106K +$53.5K +1,711 +82%
TIM
107
Tortoise Investment Management
New York
$88K +$33.3K +1,065 +51%
WPA
108
West Paces Advisors
Georgia
$73.7K
IFAM
109
Institutional & Family Asset Management
Colorado
$60K +$19.9K +638 +42%
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$47K +$11.5K +369 +28%
FCA
111
FinTrust Capital Advisors
South Carolina
$46K
CWA
112
Clearview Wealth Advisors
Oregon
$38K +$7.57K +242 +22%
HI
113
Harbour Investments
Wisconsin
$37K
PC
114
Pecaut & Co
Iowa
$37K
ACM
115
Absolute Capital Management
Pennsylvania
$35.7K +$39.7K +1,271 New
FCT
116
First Community Trust
Iowa
$27K
YAL
117
Your Advocates Ltd
Texas
$16K -$24.5K -785 -57%
GFPC
118
Global Financial Private Client
Florida
$11.2K -$3.6K -115 -23%
Morgan Stanley
119
Morgan Stanley
New York
$10K -$76.9K -2,460 -87%
KFS
120
Kelly Financial Services
Massachusetts
$8.17K -$63 -2 -0.7%
Rockefeller Capital Management
121
Rockefeller Capital Management
New York
$6K +$31 +1 +0.4%
DTIM
122
Danda Trouve Investment Management
Kansas
$5K
First Manhattan
123
First Manhattan
New York
$4K
BC
124
Barrett & Company
Rhode Island
$3.37K +$3.44K +110 New
LC
125
Lindbrook Capital
California
$2K +$2.47K +79 New