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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
NA
151
NewEdge Advisors
Louisiana
$314K +$83.8K +1,876 +39%
PAG
152
Private Advisor Group
New Jersey
$307K +$67.7K +1,515 +30%
HI
153
Harbour Investments
Wisconsin
$305K -$6.79K -152 -2%
USCWA
154
U.S. Capital Wealth Advisors
Texas
$298K +$67.9K +1,520 +31%
ASN
155
Advisory Services Network
Georgia
$295K -$179 -4 -0.1%
BFG
156
Beacon Financial Group
Texas
$293K +$25.2K +563 +10%
GA
157
Goldstein Advisors
Wisconsin
$278K -$3.4K -76 -1%
AWM
158
Apollon Wealth Management
South Carolina
$277K -$115K -2,565 -30%
AWM
159
AE Wealth Management
Kansas
$272K -$447 -10 -0.2%
OMC
160
Old Mission Capital
Illinois
$259K +$38.6K +863 +18%
TF
161
Theory Financial
Colorado
$258K -$3.31K -74 -1%
CA
162
Claro Advisors
Massachusetts
$257K +$16.1K +360 +7%
CAL
163
Capital Analysts LLC
Pennsylvania
$256K +$29.5K +660 +14%
KP
164
Keel Point
Alabama
$252K
WS
165
Wedbush Securities
California
$252K +$89 +2 +0%
KPWS
166
Kestra Private Wealth Services
Texas
$244K +$447 +10 +0.2%
TCA
167
Transcend Capital Advisors
New Jersey
$237K -$20K -448 -8%
BBA
168
Braun-Bostich & Associates
Pennsylvania
$234K +$225K +5,027 New
US Bancorp
169
US Bancorp
Minnesota
$234K +$224K +5,015 New
HighTower Advisors
170
HighTower Advisors
Illinois
$232K +$1.12K +25 +0.5%
Mercer Global Advisors
171
Mercer Global Advisors
Colorado
$232K
SWM
172
Sugarloaf Wealth Management
Georgia
$226K
ZIM
173
Zacks Investment Management
Illinois
$225K -$223 -5 -0.1%
JC
174
JB Capital
Connecticut
$223K -$9.87K -221 -4%
CWM
175
Concentric Wealth Management
California
$220K +$402 +9 +0.2%