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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
BCM
151
Bourgeon Capital Management
Connecticut
$40.3K +$37.8K +1,120 New
GWSG
152
GPS Wealth Strategies Group
Colorado
$40K
FCT
153
First Community Trust
Iowa
$24.1K
AIC
154
Archer Investment Corporation
Indiana
$20.5K +$19.3K +570 New
CWA
155
Clearview Wealth Advisors
Oregon
$20.2K -$270 -8 -1%
CFO
156
CVA Family Office
Colorado
$18.9K
APC
157
Aspire Private Capital
North Carolina
$15.8K
Carson Wealth (CWM LLC)
158
Carson Wealth (CWM LLC)
Nebraska
$15K -$12.6K -372 -48%
GFPC
159
Global Financial Private Client
Florida
$15K +$878 +26 +7%
KFS
160
Kelly Financial Services
Massachusetts
$14.5K +$34 +1 +0.2%
MBFW
161
Morton Brown Family Wealth
Pennsylvania
$9.13K
KHC
162
Koesten Hirschmann & Crabtree
Kansas
$8.48K +$2.23K +66 +39%
CPG
163
Cornerstone Planning Group
New Jersey
$8.2K +$7.7K +228 New
First Manhattan
164
First Manhattan
New York
$5.39K
BC
165
Barrett & Company
Rhode Island
$3.95K
MHR
166
Matthew Hamilton Rosenberg
$324 -$1.01K -30 -77%
BPA
167
Beacon Pointe Advisors
California
-$893K -27,016 Closed
FTUS
168
Flow Traders U.S.
New York
-$791K -23,911 Closed
MOS
169
MGO One Seven
Ohio
-$783K -23,681 Closed
Citadel Advisors
170
Citadel Advisors
Florida
-$708K -21,416 Closed
Jane Street
171
Jane Street
New York
-$382K -11,558 Closed
MCWS
172
McKinley Carter Wealth Services
West Virginia
-$249K -7,525 Closed
Wealth Enhancement Advisory Services
173
Wealth Enhancement Advisory Services
Minnesota
-$202K -6,105 Closed
IFAM
174
Institutional & Family Asset Management
Colorado
-$70.8K -2,140 Closed
BAM
175
Belpointe Asset Management
Nevada
-$47.6K -1,440 Closed