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iShares ESG Advanced MSCI USA ETF

169 hedge funds and large institutions have $574M invested in iShares ESG Advanced MSCI USA ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 55 increasing their positions, 72 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

2% more funds holding

Funds holding: 166169 (+3)

0.25% more ownership

Funds ownership: 82.96%83.21% (+0.25%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less capital invested

Capital invested by funds: $604M → $574M (-$30.1M)

24% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 72

Holders
169
Holders Change
+3
Holders Change %
+1.81%
% of All Funds
2.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
55
Reduced
72
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GA
126
Goldstein Advisors
Wisconsin
$231K -$1.16K -32 -0.5%
KP
127
Keel Point
Alabama
$228K +$238K +6,582 New
Marshall Wace
128
Marshall Wace
United Kingdom
$218K +$228K +6,300 New
TWP
129
Tempus Wealth Planning
California
$217K
BTWM
130
Baker Tilly Wealth Management
Wisconsin
$217K +$2.96K +82 +1%
VA
131
Valmark Advisers
Ohio
$216K
WS
132
Wedbush Securities
California
$209K -$21.3K -589 -9%
ASN
133
Advisory Services Network
Georgia
$207K -$9.26K -256 -4%
HI
134
Harbour Investments
Wisconsin
$201K +$2.53K +70 +1%
SWM
135
Spire Wealth Management
Virginia
$172K +$69.4K +1,920 +63%
CFD
136
Creative Financial Designs
Indiana
$167K -$72.4K -2,003 -29%
SWM
137
Sugarloaf Wealth Management
Georgia
$158K -$8.53K -236 -5%
CAL
138
Capital Analysts LLC
Pennsylvania
$136K -$9.65K -267 -6%
Comerica Bank
139
Comerica Bank
Texas
$127K +$133K +3,675 New
WPA
140
West Paces Advisors
Georgia
$91.2K
CFGS
141
Concourse Financial Group Securities
Alabama
$79.4K +$23K +637 +39%
EWA
142
EverSource Wealth Advisors
Alabama
$73.4K -$1.81K -50 -2%
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$70K +$58.2K +1,609 +392%
AF
144
Advisornet Financial
Minnesota
$70K +$759 +21 +1%
MIA
145
Milestone Investment Advisors
Wisconsin
$67.2K
OLVIG
146
Oliver Lagore Vanvalin Investment Group
Michigan
$60.8K -$3.87K -107 -6%
FCA
147
FinTrust Capital Advisors
South Carolina
$58.7K +$3.54K +98 +6%
WP
148
WealthShield Partners
North Carolina
$52.3K -$1.23K -34 -2%
PC
149
Pecaut & Co
Iowa
$51.3K
PNC Financial Services Group
150
PNC Financial Services Group
Pennsylvania
$51.1K -$1.7K -47 -3%