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iShares ESG Advanced MSCI USA ETF

169 hedge funds and large institutions have $574M invested in iShares ESG Advanced MSCI USA ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 55 increasing their positions, 72 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

2% more funds holding

Funds holding: 166169 (+3)

0.25% more ownership

Funds ownership: 82.96%83.21% (+0.25%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less capital invested

Capital invested by funds: $604M → $574M (-$30.1M)

24% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 72

Holders
169
Holders Change
+3
Holders Change %
+1.81%
% of All Funds
2.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
55
Reduced
72
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
$157M -$67.8M -1,874,206 -29%
BlackRock
2
BlackRock
New York
$104M -$3.61M -99,895 -3%
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$49.6M +$51.7M +1,430,610 New
RWP
4
RWA Wealth Partners
Massachusetts
$22.5M -$57.7K -1,597 -0.2%
Osaic Holdings
5
Osaic Holdings
Arizona
$19.3M +$3.44M +95,266 +21%
SWM
6
SigFig Wealth Management
California
$15.2M +$1.88M +52,129 +13%
JP Morgan Chase
7
JP Morgan Chase
New York
$13.8M -$926K -25,613 -6%
PAS
8
Park Avenue Securities
New York
$13.4M -$1.6M -44,353 -10%
LPL Financial
9
LPL Financial
California
$11.8M +$6.87M +189,978 +127%
Mackenzie Financial
10
Mackenzie Financial
Ontario, Canada
$11.2M +$718K +19,863 +6%
MML Investors Services
11
MML Investors Services
Massachusetts
$9.82M -$646K -17,857 -6%
AF
12
Allworth Financial
California
$8.87M +$1.77M +48,826 +24%
FDCDDQ
13
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.47M +$1.29M +35,648 +24%
FCG
14
Financial Connections Group
California
$5.97M +$1.65M +45,627 +36%
ST
15
Spinnaker Trust
Maine
$5.9M -$28.7K -795 -0.5%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$5.7M -$573K -15,835 -9%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$4.65M +$1.38M +38,052 +40%
SHJ
18
Sharkey, Howes & Javer
Colorado
$4.55M +$93.6K +2,589 +2%
OWA
19
One Wealth Advisors
California
$3.91M -$278K -7,699 -6%
AWS
20
Atria Wealth Solutions
New York
$3.84M -$78.9K -2,183 -2%
WCFA
21
Walkner Condon Financial Advisors
Wisconsin
$3.28M -$56.3K -1,558 -2%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$3.27M -$4.09M -113,052 -54%
OL
23
Optas LLC
Texas
$3.26M +$673K +18,608 +25%
GG
24
GenWealth Group
New Jersey
$2.59M -$69.1K -1,910 -2%
HGWM
25
Horst & Graben Wealth Management
Oregon
$2.36M -$52K -1,437 -2%