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iShares ESG Advanced MSCI USA ETF

34 hedge funds and large institutions have $78.2M invested in iShares ESG Advanced MSCI USA ETF in 2020 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,000% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 1

764% more capital invested

Capital invested by funds: $9.06M → $78.2M (+$69.2M)

750% more funds holding

Funds holding: 434 (+30)

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

65.06% less ownership

Funds ownership: 160.78%95.72% (-65%)

Holders
34
Holders Change
+30
Holders Change %
+750%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
31
Increased
1
Reduced
1
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$56.2M +$53.2M +1,795,083 New
Osaic Holdings
2
Osaic Holdings
Arizona
$5.37M +$5.09M +171,639 New
MML Investors Services
3
MML Investors Services
Massachusetts
$2.34M +$2.22M +74,848 New
PAS
4
Park Avenue Securities
New York
$2.25M +$2.13M +71,916 New
FTUS
5
Flow Traders U.S.
New York
$1.62M -$4.54M -153,141 -75%
5L
6
55I LLC
Massachusetts
$1.35M +$1.28M +43,038 New
ACP
7
Ashfield Capital Partners
California
$1.09M +$1.03M +34,850 New
WP
8
WealthSource Partners
California
$976K +$925K +31,188 New
Goldman Sachs
9
Goldman Sachs
New York
$898K +$850K +28,686 New
AI
10
Accredited Investors
Minnesota
$665K +$31.4K +1,058 +5%
HGWM
11
Horst & Graben Wealth Management
Oregon
$505K +$478K +16,132 New
APW
12
Austin Private Wealth
Texas
$475K +$450K +15,177 New
PFGIA
13
Patriot Financial Group Insurance Agency
Massachusetts
$360K +$341K +11,504 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$357K +$338K +11,405 New
HF
15
HRT Financial
New York
$341K +$323K +10,902 New
LPL Financial
16
LPL Financial
California
$312K +$295K +9,949 New
Prudential Financial
17
Prudential Financial
New Jersey
$307K +$291K +9,805 New
SCA
18
Snowden Capital Advisors
New York
$294K +$279K +9,394 New
CRWM
19
Castle Rock Wealth Management
California
$284K +$261K +8,802 New
SHJ
20
Sharkey, Howes & Javer
Colorado
$283K +$268K +9,045 New
RIA
21
Regal Investment Advisors
Michigan
$277K +$262K +8,845 New
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$276K
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$239K
VHAM
24
Van Hulzen Asset Management
California
$235K +$222K +7,500 New
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$229K +$217K +7,306 New