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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
MLA
151
My Legacy Advisors
Oregon
$259K +$244K +5,740 New
BFG
152
Beacon Financial Group
Texas
$258K -$23.4K -550 -9%
TF
153
Theory Financial
Colorado
$254K +$239K +5,618 New
BTWM
154
Baker Tilly Wealth Management
Wisconsin
$253K -$27.8K -654 -10%
TCA
155
Transcend Capital Advisors
New Jersey
$250K +$236K +5,546 New
KP
156
Keel Point
Alabama
$247K
WS
157
Wedbush Securities
California
$244K -$7.81K -184 -3%
KPWS
158
Kestra Private Wealth Services
Texas
$236K +$552 +13 +0.2%
CA
159
Claro Advisors
Massachusetts
$233K +$219K +5,151 New
PAG
160
Private Advisor Group
New Jersey
$229K -$14.5K -341 -6%
JC
161
JB Capital
Connecticut
$226K +$212K +5,002 New
Mercer Global Advisors
162
Mercer Global Advisors
Colorado
$225K -$10.7K -251 -5%
HighTower Advisors
163
HighTower Advisors
Illinois
$224K +$210K +4,942 New
PCA
164
Pallas Capital Advisors
Massachusetts
$223K -$20.7K -488 -9%
USCWA
165
U.S. Capital Wealth Advisors
Texas
$221K -$10.5K -248 -5%
GWP
166
Gateway Wealth Partners
Wisconsin
$221K -$11.2K -263 -5%
NA
167
NewEdge Advisors
Louisiana
$220K +$207K +4,870 New
SWM
168
Sugarloaf Wealth Management
Georgia
$219K +$11.9K +280 +6%
ZIM
169
Zacks Investment Management
Illinois
$219K +$206K +4,840 New
CAL
170
Capital Analysts LLC
Pennsylvania
$218K +$39.5K +930 +24%
HPM
171
Hoxton Planning & Management
West Virginia
$213K +$201K +4,724 New
CWM
172
Concentric Wealth Management
California
$213K +$200K +4,709 New
OMC
173
Old Mission Capital
Illinois
$212K +$200K +4,700 New
CFD
174
Creative Financial Designs
Indiana
$198K -$4.46K -105 -2%
Comerica Bank
175
Comerica Bank
Texas
$155K -$10.7K -253 -7%