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iShares ESG Advanced MSCI USA ETF

231 hedge funds and large institutions have $895M invested in iShares ESG Advanced MSCI USA ETF in 2024 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 117 increasing their positions, 56 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 10

109% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 56

8% more funds holding

Funds holding: 213231 (+18)

6% more capital invested

Capital invested by funds: $841M → $895M (+$54.6M)

1.22% less ownership

Funds ownership: 77.66%76.44% (-1.2%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
231
Holders Change
+18
Holders Change %
+8.45%
% of All Funds
3.32%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
30
Increased
117
Reduced
56
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SB
101
Strategic Blueprint
Georgia
$740K +$11.3K +239 +2%
PFGIA
102
Patriot Financial Group Insurance Agency
Massachusetts
$724K -$25.9K -548 -4%
WFA
103
Wade Financial Advisory
California
$720K +$84.7K +1,796 +14%
VHAM
104
Van Hulzen Asset Management
California
$702K -$53.7K -1,139 -7%
CFGS
105
Concourse Financial Group Securities
Alabama
$671K +$44.1K +934 +7%
SFS
106
Sowell Financial Services
Arkansas
$670K -$40.2K -852 -6%
AA
107
Aufman Associates
Pennsylvania
$666K +$47 +1 +0%
RA
108
RFG Advisory
Alabama
$664K +$638K +13,527 New
MW
109
Marcum Wealth
Ohio
$662K -$18K -382 -3%
PWA
110
Physician Wealth Advisors
Utah
$646K +$87.5K +1,854 +17%
ACA
111
Aptus Capital Advisors
Alabama
$621K -$57.1K -1,210 -9%
AI
112
Atria Investments
North Carolina
$618K +$26.4K +559 +5%
Stifel Financial
113
Stifel Financial
Missouri
$618K -$42.1K -892 -7%
CC
114
Copperleaf Capital
North Carolina
$608K -$1.27K -27 -0.2%
MCC
115
Maiden Cove Capital
Maine
$605K +$88.7K +1,881 +18%
CCM
116
Coldstream Capital Management
Washington
$604K -$613 -13 -0.1%
SWA
117
Stratos Wealth Advisors
Ohio
$601K -$199K -4,216 -26%
MYIA
118
Mount Yale Investment Advisors
Colorado
$591K -$53.7K -1,139 -9%
FLPIM
119
F.L. Putnam Investment Management
Massachusetts
$582K -$402K -8,519 -42%
WFS
120
WealthGarden F.S.
California
$564K +$11.9K +253 +2%
RJFSA
121
Raymond James Financial Services Advisors
Florida
$556K -$45.1K -955 -8%
Wealth Enhancement Advisory Services
122
Wealth Enhancement Advisory Services
Minnesota
$555K -$113K -2,393 -17%
SA
123
Stewardship Advisors
Pennsylvania
$543K +$522K +11,054 New
WWG
124
West Wealth Group
California
$538K -$13.4K -285 -3%
OIA
125
OneDigital Investment Advisors
Kansas
$532K -$1.36M -28,771 -73%