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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
TWP
126
Tempus Wealth Planning
California
$225K +$211K +6,251 New
VA
127
Valmark Advisers
Ohio
$224K
ASN
128
Advisory Services Network
Georgia
$224K +$1.39K +41 +0.7%
BTWM
129
Baker Tilly Wealth Management
Wisconsin
$222K +$208K +6,167 New
NWMG
130
National Wealth Management Group
Ohio
$218K +$203K +5,997 New
AWM
131
Apollon Wealth Management
South Carolina
$216K -$1.45K -43 -0.7%
HI
132
Harbour Investments
Wisconsin
$206K +$178K +5,259 +1,114%
HPM
133
Hoxton Planning & Management
West Virginia
$201K -$430K -12,720 -69%
PCA
134
Pallas Capital Advisors
Massachusetts
$200K +$183K +5,428 New
SWM
135
Sugarloaf Wealth Management
Georgia
$173K
CAL
136
Capital Analysts LLC
Pennsylvania
$151K -$1.45K -43 -1%
SWM
137
Spire Wealth Management
Virginia
$109K +$101K +2,992 +8,086%
WPA
138
West Paces Advisors
Georgia
$94.5K
YAL
139
Your Advocates Ltd
Texas
$83K
EWA
140
EverSource Wealth Advisors
Alabama
$77.9K
AF
141
Advisornet Financial
Minnesota
$71.8K +$1.96K +58 +3%
MIA
142
Milestone Investment Advisors
Wisconsin
$69.7K -$33.8K -1,000 -34%
OLVIG
143
Oliver Lagore Vanvalin Investment Group
Michigan
$66.9K -$1.45K -43 -2%
Bank of Montreal
144
Bank of Montreal
Ontario, Canada
$64.7K +$32.8K +972 +118%
CFGS
145
Concourse Financial Group Securities
Alabama
$59.2K +$20.7K +612 +59%
WP
146
WealthShield Partners
North Carolina
$55.3K +$878 +26 +2%
PNC Financial Services Group
147
PNC Financial Services Group
Pennsylvania
$54.7K -$6.45K -191 -11%
PC
148
Pecaut & Co
Iowa
$53.2K +$5.07K +150 +11%
FCA
149
FinTrust Capital Advisors
South Carolina
$48.9K
OP
150
ORG Partners
Indiana
$45.1K +$42.3K +1,253 New