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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
GWSG
201
GPS Wealth Strategies Group
Colorado
$92.1K +$94 +2 +0.1%
FCA
202
FinTrust Capital Advisors
South Carolina
$90.8K
RP
203
Raelipskie Partnership
Ontario, Canada
$88.3K +$5.9K +125 +7%
GRP
204
Global Retirement Partners
California
$86K +$49.1K +1,040 +146%
OLVIG
205
Oliver Lagore Vanvalin Investment Group
Michigan
$84K +$1.04K +22 +1%
WP
206
WealthShield Partners
North Carolina
$72.9K
HDIM
207
Hanson & Doremus Investment Management
Vermont
$70K +$11.3K +240 +20%
Bank of Montreal
208
Bank of Montreal
Ontario, Canada
$69.3K +$23.3K +494 +54%
PNC Financial Services Group
209
PNC Financial Services Group
Pennsylvania
$62.1K -$36.8K -781 -38%
GM
210
GeoWealth Management
Illinois
$46.8K +$45K +954 New
OP
211
ORG Partners
Indiana
$45.2K
NS
212
NBC Securities
Alabama
$40K
CAM
213
Clarity Asset Management
Iowa
$37K +$35.6K +754 New
GWM
214
Geneos Wealth Management
Colorado
$35.5K +$34.2K +724 New
NB
215
NBT Bank
New York
$32.5K +$23.6K +500 +309%
AIC
216
Archer Investment Corporation
Indiana
$28K
B
217
Birchbrook
Maine
$26.7K -$2.78K -59 -10%
CFO
218
CVA Family Office
Colorado
$25.8K
GSEP
219
Golden State Equity Partners
California
$23.7K +$22.8K +483 New
GFPC
220
Global Financial Private Client
Florida
$20.7K
CFG
221
Copley Financial Group
California
$16.7K +$16K +340 New
KHC
222
Koesten Hirschmann & Crabtree
Kansas
$13.7K +$1.98K +42 +18%
LFA
223
LGT Financial Advisors
Texas
$11.1K
MBFW
224
Morton Brown Family Wealth
Pennsylvania
$10.6K
PA
225
PSI Advisors
Florida
$9.06K