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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
FFN
176
Focus Financial Network
Minnesota
$216K +$204K +4,567 New
HPM
177
Hoxton Planning & Management
West Virginia
$216K -$4.07K -91 -2%
PCA
178
Pallas Capital Advisors
Massachusetts
$213K -$19K -426 -9%
NCMW
179
Northern Capital Management (Washington)
Washington
$208K +$199K +4,455 New
CFD
180
Creative Financial Designs
Indiana
$203K -$1.43K -32 -0.7%
Comerica Bank
181
Comerica Bank
Texas
$170K +$9.78K +219 +6%
JWA
182
JFS Wealth Advisors
Pennsylvania
$163K +$7.64K +171 +5%
MIA
183
Milestone Investment Advisors
Wisconsin
$155K +$62.5K +1,399 +73%
PS
184
Principal Securities
Iowa
$136K
CA
185
Continuum Advisory
Idaho
$131K +$22.8K +511 +22%
PNC Financial Services Group
186
PNC Financial Services Group
Pennsylvania
$95.3K +$28.9K +646 +46%
AF
187
Advisornet Financial
Minnesota
$92.1K +$2.95K +66 +3%
GWSG
188
GPS Wealth Strategies Group
Colorado
$87.3K +$34K +761 +68%
FCA
189
FinTrust Capital Advisors
South Carolina
$86.2K +$3.48K +78 +4%
OLVIG
190
Oliver Lagore Vanvalin Investment Group
Michigan
$78.7K -$3.66K -82 -5%
RP
191
Raelipskie Partnership
Ontario, Canada
$78K
WP
192
WealthShield Partners
North Carolina
$69.2K
HDIM
193
Hanson & Doremus Investment Management
Vermont
$56K +$10.4K +233 +24%
BFEC
194
Benjamin F. Edwards & Company
Missouri
$50K +$48K +1,074 New
Bank of Montreal
195
Bank of Montreal
Ontario, Canada
$43.6K -$5.45K -122 -12%
OP
196
ORG Partners
Indiana
$42.7K +$41.1K +920 New
NS
197
NBC Securities
Alabama
$38K +$2.01K +45 +6%
GRP
198
Global Retirement Partners
California
$33.2K +$31.8K +712 New
B
199
Birchbrook
Maine
$28.1K
AIC
200
Archer Investment Corporation
Indiana
$26.6K