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iShares ESG Advanced MSCI USA ETF

231 hedge funds and large institutions have $895M invested in iShares ESG Advanced MSCI USA ETF in 2024 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 117 increasing their positions, 56 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 10

109% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 56

8% more funds holding

Funds holding: 213231 (+18)

6% more capital invested

Capital invested by funds: $841M → $895M (+$54.6M)

1.22% less ownership

Funds ownership: 77.66%76.44% (-1.2%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
231
Holders Change
+18
Holders Change %
+8.45%
% of All Funds
3.32%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
30
Increased
117
Reduced
56
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HPM
176
Hoxton Planning & Management
West Virginia
$263K +$34.6K +733 +16%
EWM
177
Elmwood Wealth Management
California
$261K +$251K +5,322 New
CAPTRUST Financial Advisors
178
CAPTRUST Financial Advisors
North Carolina
$253K +$243K +5,148 New
TCA
179
Transcend Capital Advisors
New Jersey
$249K -$1.37K -29 -0.6%
Ameriprise
180
Ameriprise
Minnesota
$244K +$235K +4,977 New
ZIM
181
Zacks Investment Management
Illinois
$241K +$3.59K +76 +2%
GWP
182
Gateway Wealth Partners
Wisconsin
$240K +$231K +4,900 New
JC
183
JB Capital
Connecticut
$236K +$1.42K +30 +0.6%
SWM
184
Sugarloaf Wealth Management
Georgia
$235K -$2.55K -54 -1%
CWM
185
Concentric Wealth Management
California
$232K +$613 +13 +0.3%
PCA
186
Pallas Capital Advisors
Massachusetts
$229K +$2.17K +46 +1%
TWA
187
Talisman Wealth Advisors
New Jersey
$228K +$220K +4,653 New
FFN
188
Focus Financial Network
Minnesota
$225K +$425 +9 +0.2%
NCMW
189
Northern Capital Management (Washington)
Washington
$219K
CAAS
190
Capital Asset Advisory Services
Michigan
$216K +$205K +4,344 New
TC
191
Trilogy Capital
California
$214K +$206K +4,365 New
CFD
192
Creative Financial Designs
Indiana
$214K -$330 -7 -0.2%
SW
193
Simplicity Wealth
New Jersey
$212K +$203K +4,310 New
EWA
194
Emergent Wealth Advisors
New York
$201K +$193K +4,086 New
FGC
195
Financial Gravity Companies
Texas
$180K +$173K +3,675 New
Comerica Bank
196
Comerica Bank
Texas
$179K
JWA
197
JFS Wealth Advisors
Pennsylvania
$170K -$1.37K -29 -0.8%
PS
198
Principal Securities
Iowa
$143K
CA
199
Continuum Advisory
Idaho
$131K -$14K -296 -10%
AF
200
Advisornet Financial
Minnesota
$97.1K