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iShares ESG Advanced MSCI USA ETF

166 hedge funds and large institutions have $604M invested in iShares ESG Advanced MSCI USA ETF in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 69 increasing their positions, 52 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

33% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 52

10% more capital invested

Capital invested by funds: $548M → $604M (+$56M)

6% more funds holding

Funds holding: 157166 (+9)

0.1% more ownership

Funds ownership: 82.86%82.96% (+0.1%)

Holders
166
Holders Change
+9
Holders Change %
+5.73%
% of All Funds
2.61%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
69
Reduced
52
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
101
B. Riley Wealth Advisors
Florida
$395K -$7.87K -233 -2%
Morgan Stanley
102
Morgan Stanley
New York
$390K +$169K +5,005 +86%
Betterment LLC
103
Betterment LLC
New York
$376K -$12.5K -370 -3%
VWM
104
Venturi Wealth Management
Texas
$368K
UBS Group
105
UBS Group
Switzerland
$336K +$107K +3,163 +51%
FCI
106
Financial Counselors Inc
Kansas
$335K
CS
107
Comerica Securities
Michigan
$333K +$2.53K +75 +0.8%
LIA
108
LifePlan Investment Advisors
North Carolina
$327K +$307K +9,088 New
CW
109
CreativeOne Wealth
Kansas
$322K -$35.1K -1,040 -10%
PWM
110
Perigon Wealth Management
California
$316K +$62.2K +1,840 +27%
CA
111
CGN Advisors
Kansas
$310K +$74.5K +2,207 +34%
SPAS
112
Spectrum Planning & Advisory Services
California
$291K
AM
113
AGF Management
Ontario, Canada
$288K
NAM
114
NorthCrest Asset Manangement
Minnesota
$273K +$256K +7,580 New
AA
115
Alesco Advisors
New York
$264K +$248K +7,350 New
TWM
116
Trevian Wealth Management
Massachusetts
$264K +$608 +18 +0.2%
BFG
117
Buttonwood Financial Group
Missouri
$259K -$18.4K -545 -7%
VAF
118
Values Added Financial
District of Columbia
$253K +$237K +7,024 New
TIM
119
Tortoise Investment Management
New York
$245K +$2.03K +60 +0.9%
CFD
120
Creative Financial Designs
Indiana
$245K -$47.8K -1,416 -17%
WFA
121
Wade Financial Advisory
California
$242K -$28K -829 -11%
GA
122
Goldstein Advisors
Wisconsin
$241K +$11.8K +349 +5%
WS
123
Wedbush Securities
California
$238K +$101 +3 +0%
TRCT
124
Tower Research Capital (TRC)
New York
$238K +$113K +3,345 +103%
LNC
125
Lincoln National Corp
Pennsylvania
$234K +$220K +6,510 New