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iShares ESG Advanced MSCI USA ETF

166 hedge funds and large institutions have $604M invested in iShares ESG Advanced MSCI USA ETF in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 69 increasing their positions, 52 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

33% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 52

10% more capital invested

Capital invested by funds: $548M → $604M (+$56M)

6% more funds holding

Funds holding: 157166 (+9)

0.1% more ownership

Funds ownership: 82.86%82.96% (+0.1%)

Holders
166
Holders Change
+9
Holders Change %
+5.73%
% of All Funds
2.61%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
69
Reduced
52
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$230M -$1.04M -30,697 -0.5%
BlackRock
2
BlackRock
New York
$111M -$12.1M -357,966 -10%
RWP
3
RWA Wealth Partners
Massachusetts
$23.4M +$990K +29,306 +5%
Osaic Holdings
4
Osaic Holdings
Arizona
$16.6M -$476K -14,099 -3%
PAS
5
Park Avenue Securities
New York
$15.5M +$293K +8,678 +2%
JP Morgan Chase
6
JP Morgan Chase
New York
$15.2M +$753K +22,296 +6%
SWM
7
SigFig Wealth Management
California
$13.8M +$2.15M +63,636 +20%
Mackenzie Financial
8
Mackenzie Financial
Ontario, Canada
$11.1M +$522K +15,447 +5%
MML Investors Services
9
MML Investors Services
Massachusetts
$10.8M +$251K +7,416 +3%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$7.46M +$3.16M +93,549 +82%
AF
11
Allworth Financial
California
$7.45M +$947K +28,024 +16%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$6.48M -$118K -3,496 -2%
ST
13
Spinnaker Trust
Maine
$6.15M +$749K +22,182 +15%
FDCDDQ
14
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.43M +$1.49M +44,192 +41%
LPL Financial
15
LPL Financial
California
$5.39M -$255K -7,540 -5%
SHJ
16
Sharkey, Howes & Javer
Colorado
$4.62M -$90.9K -2,690 -2%
FCG
17
Financial Connections Group
California
$4.56M -$213K -6,298 -5%
OWA
18
One Wealth Advisors
California
$4.33M +$81.3K +2,408 +2%
AWS
19
Atria Wealth Solutions
New York
$4.05M +$40.6K +1,203 +1%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$3.48M +$2.06M +60,897 +169%
WCFA
21
Walkner Condon Financial Advisors
Wisconsin
$3.45M +$249K +7,386 +8%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$3.42M +$1.75M +51,802 +117%
GG
23
GenWealth Group
New Jersey
$2.76M +$15.6K +463 +0.6%
OL
24
Optas LLC
Texas
$2.72M +$187K +5,528 +8%
HGWM
25
Horst & Graben Wealth Management
Oregon
$2.5M -$6.82K -202 -0.3%