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iShares ESG Advanced MSCI USA ETF

206 hedge funds and large institutions have $781M invested in iShares ESG Advanced MSCI USA ETF in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 82 increasing their positions, 78 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 13

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

14% more capital invested

Capital invested by funds: $686M → $781M (+$94.3M)

5% more funds holding

Funds holding: 197206 (+9)

5% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 78

4.91% less ownership

Funds ownership: 84.06%79.15% (-4.9%)

Holders
206
Holders Change
+9
Holders Change %
+4.57%
% of All Funds
2.97%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
26
Increased
82
Reduced
78
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
126
CoreCap Advisors
Michigan
$453K -$30.6K -721 -7%
VWM
127
Venturi Wealth Management
Texas
$424K -$28.6K -674 -7%
LIA
128
LifePlan Investment Advisors
North Carolina
$421K +$5.35K +126 +1%
BFG
129
Buttonwood Financial Group
Missouri
$410K +$87.4K +2,059 +29%
CW
130
CreativeOne Wealth
Kansas
$406K +$382K +9,002 New
Betterment LLC
131
Betterment LLC
New York
$396K -$40K -942 -10%
AWM
132
Apollon Wealth Management
South Carolina
$384K -$41.4K -975 -10%
AM
133
AGF Management
Ontario, Canada
$379K +$17K +400 +5%
BWS
134
Buck Wealth Strategies
Colorado
$376K +$354K +8,335 New
UBS Group
135
UBS Group
Switzerland
$341K -$42.6K -1,003 -12%
WA
136
WBH Advisory
Maryland
$332K +$12.7K +299 +4%
GWP
137
Gen-Wealth Partners
Michigan
$328K +$309K +7,272 New
Creative Planning
138
Creative Planning
Kansas
$325K -$301K -7,081 -50%
TIM
139
Tortoise Investment Management
New York
$312K +$3.48K +82 +1%
AA
140
Alesco Advisors
New York
$308K -$22.5K -530 -7%
MPW
141
Monterey Private Wealth
California
$306K +$288K +6,780 New
HI
142
Harbour Investments
Wisconsin
$302K -$1.15K -27 -0.4%
TWP
143
Tempus Wealth Planning
California
$301K +$29.7K +700 +12%
Susquehanna International Group
144
Susquehanna International Group
Pennsylvania
$291K +$5.61K +132 +2%
ASN
145
Advisory Services Network
Georgia
$286K +$5.14K +121 +2%
VA
146
Valmark Advisers
Ohio
$282K
RJA
147
Raymond James & Associates
Florida
$277K -$678K -15,963 -72%
SWM
148
Spire Wealth Management
Virginia
$275K -$27.3K -644 -10%
GA
149
Goldstein Advisors
Wisconsin
$272K -$1.66K -39 -0.6%
AWM
150
AE Wealth Management
Kansas
$264K -$609K -14,330 -71%