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iShares ESG Advanced MSCI USA ETF

206 hedge funds and large institutions have $781M invested in iShares ESG Advanced MSCI USA ETF in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 82 increasing their positions, 78 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 13

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

14% more capital invested

Capital invested by funds: $686M → $781M (+$94.3M)

5% more funds holding

Funds holding: 197206 (+9)

5% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 78

4.91% less ownership

Funds ownership: 84.06%79.15% (-4.9%)

Holders
206
Holders Change
+9
Holders Change %
+4.57%
% of All Funds
2.97%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
26
Increased
82
Reduced
78
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VHAM
101
Van Hulzen Asset Management
California
$697K -$131K -3,095 -17%
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$682K +$129K +3,027 +25%
SFS
103
Sowell Financial Services
Arkansas
$657K +$618K +14,543 New
ACA
104
Aptus Capital Advisors
Alabama
$657K -$1.08M -25,512 -64%
BRWA
105
B. Riley Wealth Advisors
Florida
$641K +$315K +7,423 +67%
SWA
106
Stratos Wealth Advisors
Ohio
$639K -$33.4K -787 -5%
MW
107
Marcum Wealth
Ohio
$626K
LNC
108
Lincoln National Corp
Pennsylvania
$619K +$236K +5,567 +68%
AA
109
Aufman Associates
Pennsylvania
$612K -$212 -5 -0%
Stifel Financial
110
Stifel Financial
Missouri
$604K +$36.6K +862 +7%
PWM
111
Perigon Wealth Management
California
$597K +$80.3K +1,892 +17%
NWMG
112
National Wealth Management Group
Ohio
$594K +$47.3K +1,114 +9%
DL
113
DOHJ LLC
Washington
$589K +$554K +13,044 New
CCM
114
Coldstream Capital Management
Washington
$559K +$19.8K +467 +4%
Wealth Enhancement Advisory Services
115
Wealth Enhancement Advisory Services
Minnesota
$558K +$5.1K +120 +1%
RJFSA
116
Raymond James Financial Services Advisors
Florida
$535K +$17.9K +422 +4%
WWG
117
West Wealth Group
California
$525K -$7.3K -172 -1%
WFA
118
Wade Financial Advisory
California
$520K +$146K +3,449 +43%
FCI
119
Financial Counselors Inc
Kansas
$517K -$1.02K -24 -0.2%
CFGS
120
Concourse Financial Group Securities
Alabama
$510K +$94.7K +2,231 +25%
AG
121
Ascent Group
Virginia
$503K -$1.91K -45 -0.4%
CC
122
Copperleaf Capital
North Carolina
$486K -$6.67K -157 -1%
PWA
123
Physician Wealth Advisors
Utah
$481K -$20.9K -493 -4%
MCM
124
MAI Capital Management
Ohio
$463K +$171K +4,024 +65%
MFG
125
Magnus Financial Group
New York
$458K +$167K +3,931 +63%