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iShares ESG Advanced MSCI USA ETF

130 hedge funds and large institutions have $451M invested in iShares ESG Advanced MSCI USA ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 61 increasing their positions, 42 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 42

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

2.76% more ownership

Funds ownership: 81.1%83.86% (+2.8%)

2% more funds holding

Funds holding: 128130 (+2)

1% more capital invested

Capital invested by funds: $446M → $451M (+$4.34M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
130
Holders Change
+2
Holders Change %
+1.56%
% of All Funds
2.24%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
61
Reduced
42
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$182M +$3.52M +112,764 +2%
BlackRock
2
BlackRock
New York
$106M +$4.67M +149,459 +4%
RWP
3
RWA Wealth Partners
Massachusetts
$15.6M +$17.4M +555,697 New
Osaic Holdings
4
Osaic Holdings
Arizona
$15.1M -$280K -8,959 -2%
PAS
5
Park Avenue Securities
New York
$11.7M +$766K +24,508 +6%
5L
6
55I LLC
Massachusetts
$10.7M -$378K -12,097 -3%
MML Investors Services
7
MML Investors Services
Massachusetts
$8.57M +$494K +15,799 +5%
Mackenzie Financial
8
Mackenzie Financial
Ontario, Canada
$6.97M +$1.17M +37,350 +18%
SWM
9
SigFig Wealth Management
California
$5.8M +$3.08M +98,533 +116%
ST
10
Spinnaker Trust
Maine
$5.25M +$101K +3,246 +2%
FCG
11
Financial Connections Group
California
$4.04M -$490K -15,664 -10%
OWA
12
One Wealth Advisors
California
$4.02M -$696K -22,250 -13%
LPL Financial
13
LPL Financial
California
$3.3M -$427K -13,647 -10%
SHJ
14
Sharkey, Howes & Javer
Colorado
$3.29M -$207K -6,617 -5%
AF
15
Allworth Financial
California
$3.29M +$665K +21,260 +22%
AWS
16
Atria Wealth Solutions
New York
$2.84M +$33.3K +1,064 +1%
WCFA
17
Walkner Condon Financial Advisors
Wisconsin
$2.15M -$182K -5,812 -7%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.1M +$251K +8,016 +12%
KAS
19
Kestra Advisory Services
Texas
$2.05M +$340K +10,887 +17%
HGWM
20
Horst & Graben Wealth Management
Oregon
$1.94M +$137K +4,369 +7%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.85M +$478K +15,291 +30%
Prudential Financial
22
Prudential Financial
New Jersey
$1.78M -$85.7K -2,743 -4%
PL
23
Plancorp LLC
Missouri
$1.71M +$1.42M +45,541 +294%
CAM
24
Crestone Asset Management
Colorado
$1.71M +$1.53M +48,987 +407%
WP
25
WealthSource Partners
California
$1.68M +$6.35K +203 +0.3%