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iShares ESG Advanced MSCI USA ETF

213 hedge funds and large institutions have $841M invested in iShares ESG Advanced MSCI USA ETF in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 107 increasing their positions, 60 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 60

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

8% more capital invested

Capital invested by funds: $781M → $841M (+$60.4M)

3% more funds holding

Funds holding: 206213 (+7)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.49% less ownership

Funds ownership: 79.15%77.66% (-1.5%)

Holders
213
Holders Change
+7
Holders Change %
+3.4%
% of All Funds
3.08%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
25
Increased
107
Reduced
60
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCI
126
Financial Counselors Inc
Kansas
$479K -$51.7K -1,158 -10%
CA
127
CoreCap Advisors
Michigan
$473K +$5.18K +116 +1%
MCC
128
Maiden Cove Capital
Maine
$470K +$467K +10,454 New
HFA
129
Highland Financial Advisors
New Jersey
$458K +$439K +9,828 New
BFG
130
Buttonwood Financial Group
Missouri
$450K +$28.3K +634 +7%
VWM
131
Venturi Wealth Management
Texas
$436K -$1.34K -30 -0.3%
LIA
132
LifePlan Investment Advisors
North Carolina
$407K -$26.9K -601 -6%
CW
133
CreativeOne Wealth
Kansas
$396K -$22.2K -496 -6%
FGAM
134
Financial Gravity Asset Management
Texas
$392K -$389K -8,717 -51%
VA
135
Valmark Advisers
Ohio
$372K +$78.2K +1,751 +28%
AG
136
Ascent Group
Virginia
$358K -$154K -3,453 -31%
UBS Group
137
UBS Group
Switzerland
$356K +$3.98K +89 +1%
SPAS
138
Spectrum Planning & Advisory Services
California
$354K +$340K +7,606 New
TWP
139
Tempus Wealth Planning
California
$353K +$40.9K +916 +14%
MLA
140
My Legacy Advisors
Oregon
$353K +$82.1K +1,838 +32%
WA
141
WBH Advisory
Maryland
$349K +$6.79K +152 +2%
GWP
142
Gen-Wealth Partners
Michigan
$349K +$9.96K +223 +3%
Creative Planning
143
Creative Planning
Kansas
$338K +$3.04K +68 +0.9%
AM
144
AGF Management
Ontario, Canada
$335K -$53.6K -1,200 -14%
TIM
145
Tortoise Investment Management
New York
$321K
Betterment LLC
146
Betterment LLC
New York
$319K -$85.5K -1,914 -22%
AA
147
Alesco Advisors
New York
$318K
RJA
148
Raymond James & Associates
Florida
$317K +$29.8K +667 +11%
MPW
149
Monterey Private Wealth
California
$316K +$581 +13 +0.2%
SAI
150
Savvy Advisors Inc
New York
$315K +$302K +6,759 New