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iShares ESG Advanced MSCI USA ETF

130 hedge funds and large institutions have $598M invested in iShares ESG Advanced MSCI USA ETF in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 73 increasing their positions, 22 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

232% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 22

29% more capital invested

Capital invested by funds: $464M → $598M (+$134M)

4.67% more ownership

Funds ownership: 79.68%84.36% (+4.7%)

0% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 20

2% less funds holding

Funds holding: 133130 (-3)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
130
Holders Change
-3
Holders Change %
-2.26%
% of All Funds
2.05%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
20
Increased
73
Reduced
22
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
First Manhattan
126
First Manhattan
New York
$5K
MHR
127
Matthew Hamilton Rosenberg
$2K
SWM
128
Spire Wealth Management
Virginia
$1K +$1.28K +36 New
CIAS
129
CFS Investment Advisory Services
New Jersey
$1K +$1.9M +53,249 New
CCG
130
Capital CS Group
California
-$1.47M -37,224 Closed
I
131
IMPACTfolio
Colorado
-$1.29M -32,739 Closed
FHA
132
First Horizon Advisors
Tennessee
-$912K -23,154 Closed
RCS
133
Retirement Capital Strategies
California
-$704K -17,860 Closed
WAP
134
Wealthcare Advisory Partners
Pennsylvania
-$613K -15,545 Closed
LNC
135
Lincoln National Corp
Pennsylvania
-$510K -12,930 Closed
PAG
136
Private Advisor Group
New Jersey
-$321K -8,148 Closed
Creative Planning
137
Creative Planning
Kansas
-$255K -6,461 Closed
FWP
138
Firethorn Wealth Partners
Georgia
-$224K -5,680 Closed
HFA
139
High Falls Advisors
New York
-$204K -5,181 Closed
Bank of Montreal
140
Bank of Montreal
Ontario, Canada
-$115K -2,889 Closed
LFG
141
Leverty Financial Group
Wisconsin
-$26K -666 Closed
ACM
142
Absolute Capital Management
Pennsylvania
-$22.7K -575 Closed
MP
143
McDonald Partners
Ohio
-$22.7K -575 Closed
GI
144
Gradient Investments
Minnesota
-$21K -539 Closed
FRA
145
Front Row Advisors
California
-$13K -330 Closed
SFM
146
Signet Financial Management
New Jersey
-$12K -300 Closed
FDCDDQ
147
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$11.8K -298 Closed
NFSG
148
Newbridge Financial Services Group
Florida
-$7K -178 Closed
RPCONE
149
Retirement Planning Company of New England
Rhode Island
-$5K -150 Closed
Fidelity Investments
150
Fidelity Investments
Massachusetts
+$286 +8 +400%