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iShares ESG Advanced MSCI USA ETF

130 hedge funds and large institutions have $598M invested in iShares ESG Advanced MSCI USA ETF in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 73 increasing their positions, 22 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

232% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 22

29% more capital invested

Capital invested by funds: $464M → $598M (+$134M)

4.67% more ownership

Funds ownership: 79.68%84.36% (+4.7%)

0% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 20

2% less funds holding

Funds holding: 133130 (-3)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
130
Holders Change
-3
Holders Change %
-2.26%
% of All Funds
2.05%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
20
Increased
73
Reduced
22
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$285M +$26.3M +735,592 +10%
BlackRock
2
BlackRock
New York
$120M +$120M +3,369,295 +119,606%
Osaic Holdings
3
Osaic Holdings
Arizona
$24.5M +$1.16M +32,611 +5%
PAS
4
Park Avenue Securities
New York
$16.5M +$2.1M +58,927 +15%
MML Investors Services
5
MML Investors Services
Massachusetts
$13.7M +$1.52M +42,611 +12%
5L
6
55I LLC
Massachusetts
$13.6M +$2.11M +59,140 +18%
SHJ
7
Sharkey, Howes & Javer
Colorado
$7.74M +$607K +17,017 +9%
ST
8
Spinnaker Trust
Maine
$6.26M +$753K +21,108 +14%
LPL Financial
9
LPL Financial
California
$6.09M +$751K +21,034 +14%
Mackenzie Financial
10
Mackenzie Financial
Ontario, Canada
$6.04M +$3.21M +89,792 +113%
OWA
11
One Wealth Advisors
California
$5.92M +$991K +27,768 +20%
FCG
12
Financial Connections Group
California
$4.92M +$615K +17,237 +14%
AWS
13
Atria Wealth Solutions
New York
$4.66M +$4.66M +130,443 New
Prudential Financial
14
Prudential Financial
New Jersey
$3.77M +$581K +16,287 +18%
WP
15
WealthSource Partners
California
$3.39M +$153K +4,281 +5%
AF
16
Allworth Financial
California
$2.94M +$1.05M +29,415 +56%
HGWM
17
Horst & Graben Wealth Management
Oregon
$2.58M +$112K +3,150 +5%
WCFA
18
Walkner Condon Financial Advisors
Wisconsin
$2.57M +$2.11M +59,006 +458%
IWC
19
Integrated Wealth Concepts
Massachusetts
$2.3M +$1.08M +30,167 +88%
EH
20
Equitable Holdings
New York
$2.21M +$320K +8,972 +17%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$2.04M +$241K +6,741 +13%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.98M +$469K +13,125 +31%
KAS
23
Kestra Advisory Services
Texas
$1.97M +$445K +12,473 +29%
ACP
24
Ashfield Capital Partners
California
$1.95M -$40.4K -1,133 -2%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$1.91M +$1.91M +53,636 New