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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
JWA
176
JFS Wealth Advisors
Pennsylvania
$150K -$11.2K -263 -7%
PS
177
Principal Securities
Iowa
$132K
CA
178
Continuum Advisory
Idaho
$102K +$98.1K +2,311 New
EWA
179
EverSource Wealth Advisors
Alabama
$90K -$297 -7 -0.3%
MIA
180
Milestone Investment Advisors
Wisconsin
$86.7K -$764 -18 -0.9%
AF
181
Advisornet Financial
Minnesota
$86.3K -$2.97K -70 -4%
FCA
182
FinTrust Capital Advisors
South Carolina
$80.1K +$3.4K +80 +5%
OLVIG
183
Oliver Lagore Vanvalin Investment Group
Michigan
$80K +$849 +20 +1%
RP
184
Raelipskie Partnership
Ontario, Canada
$75.6K
WP
185
WealthShield Partners
North Carolina
$67K +$3.99K +94 +7%
PNC Financial Services Group
186
PNC Financial Services Group
Pennsylvania
$63.2K -$2.17K -51 -4%
GWSG
187
GPS Wealth Strategies Group
Colorado
$50.3K
Bank of Montreal
188
Bank of Montreal
Ontario, Canada
$47.2K -$271K -6,372 -86%
HDIM
189
Hanson & Doremus Investment Management
Vermont
$43K +$40.8K +960 New
NS
190
NBC Securities
Alabama
$35K
B
191
Birchbrook
Maine
$27.3K -$4.5K -106 -15%
AIC
192
Archer Investment Corporation
Indiana
$25.7K
Jones Financial Companies
193
Jones Financial Companies
Missouri
$25.4K +$23.9K +562 New
CFO
194
CVA Family Office
Colorado
$23.7K
GFPC
195
Global Financial Private Client
Florida
$18.3K +$467 +11 +3%
APC
196
Aspire Private Capital
North Carolina
$17.1K -$764 -18 -5%
MBFW
197
Morton Brown Family Wealth
Pennsylvania
$12.8K
NB
198
NBT Bank
New York
$11K -$12.5K -295 -65%
KHC
199
Koesten Hirschmann & Crabtree
Kansas
$10.8K
LFA
200
LGT Financial Advisors
Texas
$10.1K