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iShares ESG Advanced MSCI USA ETF

128 hedge funds and large institutions have $446M invested in iShares ESG Advanced MSCI USA ETF in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 56 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

2% less funds holding

Funds holding: 130128 (-2)

3.25% less ownership

Funds ownership: 84.36%81.1% (-3.3%)

25% less capital invested

Capital invested by funds: $598M → $446M (-$151M)

27% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 56

Holders
128
Holders Change
-2
Holders Change %
-1.54%
% of All Funds
2.16%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
41
Reduced
56
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$190M -$52M -1,614,497 -20%
BlackRock
2
BlackRock
New York
$108M +$7.96M +246,922 +7%
Osaic Holdings
3
Osaic Holdings
Arizona
$16.4M -$5.07M -157,150 -22%
5L
4
55I LLC
Massachusetts
$11.7M +$383K +11,877 +3%
PAS
5
Park Avenue Securities
New York
$11.7M -$2.24M -69,565 -15%
MML Investors Services
6
MML Investors Services
Massachusetts
$8.66M -$3.04M -94,454 -25%
Mackenzie Financial
7
Mackenzie Financial
Ontario, Canada
$6.32M +$1.37M +42,384 +25%
ST
8
Spinnaker Trust
Maine
$5.5M +$273K +8,479 +5%
OWA
9
One Wealth Advisors
California
$4.95M -$8.93K -277 -0.2%
FCG
10
Financial Connections Group
California
$4.78M +$717K +22,251 +16%
LPL Financial
11
LPL Financial
California
$3.93M -$1.26M -39,056 -23%
SHJ
12
Sharkey, Howes & Javer
Colorado
$3.71M -$2.98M -92,565 -43%
SWM
13
SigFig Wealth Management
California
$3.11M +$1.2M +37,286 +78%
AWS
14
Atria Wealth Solutions
New York
$3M -$971K -30,111 -23%
AF
15
Allworth Financial
California
$2.88M +$450K +13,949 +17%
WCFA
16
Walkner Condon Financial Advisors
Wisconsin
$2.47M +$349K +10,826 +15%
Goldman Sachs
17
Goldman Sachs
New York
$2.16M +$717K +22,240 +44%
IWC
18
Integrated Wealth Concepts
Massachusetts
$2.05M +$132K +4,095 +6%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$2M +$374K +11,596 +21%
Prudential Financial
20
Prudential Financial
New Jersey
$1.97M -$1.29M -40,022 -38%
HGWM
21
Horst & Graben Wealth Management
Oregon
$1.94M -$232K -7,184 -10%
KAS
22
Kestra Advisory Services
Texas
$1.86M +$226K +7,008 +13%
WP
23
WealthSource Partners
California
$1.79M -$1.14M -35,212 -37%
EH
24
Equitable Holdings
New York
$1.68M -$183K -5,690 -9%
ACP
25
Ashfield Capital Partners
California
$1.64M +$9.87K +306 +0.6%