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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
CFO
201
CVA Family Office
Colorado
$24.5K
GFPC
202
Global Financial Private Client
Florida
$19.7K +$670 +15 +4%
NB
203
NBT Bank
New York
$10.9K
KHC
204
Koesten Hirschmann & Crabtree
Kansas
$10.8K
LFA
205
LGT Financial Advisors
Texas
$10.5K +$45 +1 +0.4%
MBFW
206
Morton Brown Family Wealth
Pennsylvania
$10.2K -$3.04K -68 -24%
PA
207
PSI Advisors
Florida
$8.57K +$45 +1 +0.5%
ATPW
208
Ashton Thomas Private Wealth
Arizona
$8.57K +$8.22K +184 New
TRCT
209
Tower Research Capital (TRC)
New York
$4.66K +$4.47K +100 New
KFS
210
Kelly Financial Services
Massachusetts
$4.37K +$581 +13 +16%
MG
211
Mather Group
Illinois
$3.07K -$89 -2 -3%
AEPWM
212
Atlantic Edge Private Wealth Management
Florida
$2.1K +$2.01K +45 New
TAM
213
Tucker Asset Management
Colorado
$1.54K +$1.47K +33 New
Fiera Capital (Canada)
214
Fiera Capital (Canada)
Quebec, Canada
-$3.5M -77,500 Closed
SAG
215
SageView Advisory Group
California
-$1.49M -60,866 Closed
CAM
216
Crestone Asset Management
Colorado
-$2.71M -60,109 Closed
BCI
217
Brinker Capital Investments
Pennsylvania
-$1.02M -22,589 Closed
OPS
218
Orion Portfolio Solutions
Nebraska
-$1.02M -22,589 Closed
FMI
219
F/M Investments
District of Columbia
-$854K -18,917 Closed
LNC
220
Lincoln National Corp
Pennsylvania
-$619K -13,711 Closed
BWS
221
Buck Wealth Strategies
Colorado
-$376K -8,335 Closed
SWM
222
Spire Wealth Management
Virginia
-$275K -6,092 Closed
BTWM
223
Baker Tilly Wealth Management
Wisconsin
-$253K -5,612 Closed
GWP
224
Gateway Wealth Partners
Wisconsin
-$221K -4,887 Closed
Jones Financial Companies
225
Jones Financial Companies
Missouri
-$25.4K -562 Closed