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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
PA
201
PSI Advisors
Florida
$8.29K
First Manhattan
202
First Manhattan
New York
$6.77K
BC
203
Barrett & Company
Rhode Island
$4.97K
KFS
204
Kelly Financial Services
Massachusetts
$3.65K
MG
205
Mather Group
Illinois
$2.79K +$2.97K +70 New
SRCM
206
Signature Resources Capital Management
California
$2.11K
SRB
207
Shotwell Rutter Baer
Michigan
-$829K -20,729 Closed
SW
208
SVB Wealth
Massachusetts
-$466K -11,712 Closed
Ameriprise
209
Ameriprise
Minnesota
-$393K -9,872 Closed
GIA
210
Goodwin Investment Advisory
Georgia
-$378K -9,482 Closed
MA
211
Mutual Advisors
Nebraska
-$337K -8,473 Closed
TWM
212
Trevian Wealth Management
Massachusetts
-$294K -7,394 Closed
EWA
213
Emergent Wealth Advisors
New York
-$236K -5,939 Closed
MSWM
214
McGlone Suttner Wealth Management
Wisconsin
-$102K -2,553 Closed
BCM
215
Bourgeon Capital Management
Connecticut
-$58.5K -1,470 Closed
OP
216
ORG Partners
Indiana
-$45.9K -1,152 Closed
AC
217
Arjuna Capital
North Carolina
-$12K -301 Closed
DJSG
218
D.J. St. Germain
Massachusetts
-$3.27K -82 Closed
Qube Research & Technologies (QRT)
219
Qube Research & Technologies (QRT)
United Kingdom
-$796 -20 Closed