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iShares ESG Advanced MSCI USA ETF

213 hedge funds and large institutions have $841M invested in iShares ESG Advanced MSCI USA ETF in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 107 increasing their positions, 60 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 60

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

8% more capital invested

Capital invested by funds: $781M → $841M (+$60.4M)

3% more funds holding

Funds holding: 206213 (+7)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.49% less ownership

Funds ownership: 79.15%77.66% (-1.5%)

Holders
213
Holders Change
+7
Holders Change %
+3.4%
% of All Funds
3.08%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
25
Increased
107
Reduced
60
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OWMIAS
101
One Wealth Management Investment & Advisory Services
Florida
$724K -$36.5K -818 -5%
VHAM
102
Van Hulzen Asset Management
California
$720K
PFGIA
103
Patriot Financial Group Insurance Agency
Massachusetts
$712K -$8.13K -182 -1%
PHWM
104
Pine Harbor Wealth Management
Maryland
$706K +$677K +15,161 New
EWA
105
EverSource Wealth Advisors
Alabama
$695K +$563K +12,601 +597%
SB
106
Strategic Blueprint
Georgia
$691K -$41.5K -928 -6%
SFS
107
Sowell Financial Services
Arkansas
$676K -$1.52K -34 -0.2%
Susquehanna International Group
108
Susquehanna International Group
Pennsylvania
$647K +$332K +7,440 +115%
ACA
109
Aptus Capital Advisors
Alabama
$646K -$30.3K -679 -5%
MW
110
Marcum Wealth
Ohio
$646K +$179 +4 +0%
Wealth Enhancement Advisory Services
111
Wealth Enhancement Advisory Services
Minnesota
$639K +$60.3K +1,350 +11%
AA
112
Aufman Associates
Pennsylvania
$632K +$1.16K +26 +0.2%
Stifel Financial
113
Stifel Financial
Missouri
$628K +$4.65K +104 +0.8%
MYIA
114
Mount Yale Investment Advisors
Colorado
$614K -$269K -6,031 -31%
WFA
115
Wade Financial Advisory
California
$600K +$61.1K +1,368 +12%
BRWA
116
B. Riley Wealth Advisors
Florida
$598K -$249K -5,574 -30%
CFGS
117
Concourse Financial Group Securities
Alabama
$593K +$64.1K +1,434 +13%
CC
118
Copperleaf Capital
North Carolina
$578K +$73.9K +1,655 +15%
CCM
119
Coldstream Capital Management
Washington
$574K -$2.77K -62 -0.5%
RJFSA
120
Raymond James Financial Services Advisors
Florida
$573K +$19.6K +438 +4%
AI
121
Atria Investments
North Carolina
$561K +$538K +12,042 New
PWA
122
Physician Wealth Advisors
Utah
$535K -$9.38K -210 -2%
WWG
123
West Wealth Group
California
$524K -$16.8K -376 -3%
WFS
124
WealthGarden F.S.
California
$523K +$502K +11,237 New
MCM
125
MAI Capital Management
Ohio
$499K +$20.5K +459 +4%