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iShares ESG Advanced MSCI USA ETF

133 hedge funds and large institutions have $464M invested in iShares ESG Advanced MSCI USA ETF in 2021 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 65 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

780% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 5

713% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 8

41% more funds holding

Funds holding: 94133 (+39)

34% more capital invested

Capital invested by funds: $346M → $464M (+$118M)

1.91% less ownership

Funds ownership: 81.59%79.68% (-1.9%)

Holders
133
Holders Change
+39
Holders Change %
+41.49%
% of All Funds
2.05%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
44
Increased
65
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$286M +$36.6M +953,829 +15%
Osaic Holdings
2
Osaic Holdings
Arizona
$26.5M +$1.53M +39,765 +6%
PAS
3
Park Avenue Securities
New York
$15.9M +$2.03M +52,810 +15%
MML Investors Services
4
MML Investors Services
Massachusetts
$13.5M +$3.06M +79,767 +30%
5L
5
55I LLC
Massachusetts
$12.7M +$1.36M +35,325 +12%
SHJ
6
Sharkey, Howes & Javer
Colorado
$7.88M +$6.01M +156,332 +360%
ST
7
Spinnaker Trust
Maine
$6.09M -$47.9K -1,248 -0.8%
LPL Financial
8
LPL Financial
California
$5.9M +$597K +15,534 +12%
OWA
9
One Wealth Advisors
California
$5.45M +$393K +10,228 +8%
FCG
10
Financial Connections Group
California
$4.75M +$4.63M +120,547 New
WP
11
WealthSource Partners
California
$3.58M +$42.7K +1,112 +1%
Prudential Financial
12
Prudential Financial
New Jersey
$3.51M +$1.05M +27,242 +44%
Mackenzie Financial
13
Mackenzie Financial
Ontario, Canada
$3.13M +$3.05M +79,322 New
HGWM
14
Horst & Graben Wealth Management
Oregon
$2.72M +$11.5K +300 +0.4%
ACP
15
Ashfield Capital Partners
California
$2.19M -$16K -417 -0.7%
EH
16
Equitable Holdings
New York
$2.09M +$837K +21,777 +70%
AF
17
Allworth Financial
California
$2.09M +$1.93M +50,270 +1,863%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.98M +$353K +9,192 +22%
Goldman Sachs
19
Goldman Sachs
New York
$1.97M +$1.92M +50,000 New
KAS
20
Kestra Advisory Services
Texas
$1.69M +$384K +10,006 +30%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.67M +$361K +9,406 +29%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.65M +$361K +9,389 +29%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$1.48M +$57.5K +1,496 +4%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$1.48M +$437K +11,380 +43%
SWM
25
SigFig Wealth Management
California
$1.47M +$408K +10,619 +39%