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iShares ESG Advanced MSCI USA ETF

54 hedge funds and large institutions have $128M invested in iShares ESG Advanced MSCI USA ETF in 2021 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 24 increasing their positions, 0 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 7

64% more capital invested

Capital invested by funds: $78.2M → $128M (+$49.7M)

59% more funds holding

Funds holding: 3454 (+20)

16.61% less ownership

Funds ownership: 95.72%79.11% (-17%)

Holders
54
Holders Change
+20
Holders Change %
+58.82%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
24
Reduced
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$87.4M +$27.2M +839,979 +47%
Osaic Holdings
2
Osaic Holdings
Arizona
$8.97M +$3.2M +98,870 +58%
PAS
3
Park Avenue Securities
New York
$4.94M +$2.49M +76,964 +107%
5L
4
55I LLC
Massachusetts
$4.08M +$2.59M +79,956 +186%
MML Investors Services
5
MML Investors Services
Massachusetts
$3.84M +$1.32M +40,885 +55%
OWA
6
One Wealth Advisors
California
$1.85M +$1.81M +55,923 New
WP
7
WealthSource Partners
California
$1.4M +$360K +11,137 +36%
ACP
8
Ashfield Capital Partners
California
$1.3M +$141K +4,357 +13%
HGWM
9
Horst & Graben Wealth Management
Oregon
$1.21M +$655K +20,251 +126%
LPL Financial
10
LPL Financial
California
$1.14M +$794K +24,553 +247%
Prudential Financial
11
Prudential Financial
New Jersey
$996K +$654K +20,222 +206%
Goldman Sachs
12
Goldman Sachs
New York
$951K
EH
13
Equitable Holdings
New York
$905K +$836K +25,840 New
AI
14
Accredited Investors
Minnesota
$776K +$70.5K +2,178 +10%
SCA
15
Snowden Capital Advisors
New York
$710K +$389K +12,023 +128%
SHJ
16
Sharkey, Howes & Javer
Colorado
$662K +$353K +10,924 +121%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$643K
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$545K +$384K +11,867 +261%
APW
19
Austin Private Wealth
Texas
$536K +$31.4K +971 +6%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$491K +$110K +3,397 +30%
PFGIA
21
Patriot Financial Group Insurance Agency
Massachusetts
$449K +$66.1K +2,043 +18%
OWM
22
Opes Wealth Management
California
$395K +$385K +11,900 New
VHAM
23
Van Hulzen Asset Management
California
$345K +$93.8K +2,900 +39%
NL
24
NWAM LLC
Washington
$307K +$299K +9,257 New
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$303K +$296K +9,144 New