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iShares ESG Advanced MSCI USA ETF

231 hedge funds and large institutions have $895M invested in iShares ESG Advanced MSCI USA ETF in 2024 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 117 increasing their positions, 56 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 10

109% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 56

8% more funds holding

Funds holding: 213231 (+18)

6% more capital invested

Capital invested by funds: $841M → $895M (+$54.6M)

1.22% less ownership

Funds ownership: 77.66%76.44% (-1.2%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
231
Holders Change
+18
Holders Change %
+8.45%
% of All Funds
3.32%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
30
Increased
117
Reduced
56
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$223M +$1.1M +23,354 +0.5%
BlackRock
2
BlackRock
New York
$132M -$278K -5,882 -0.2%
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$66.7M +$443K +9,396 +0.7%
SWM
4
SigFig Wealth Management
California
$30.6M +$894K +18,953 +3%
LPL Financial
5
LPL Financial
California
$28.8M +$1.09M +23,022 +4%
SEI Investments
6
SEI Investments
Pennsylvania
$23.7M +$3.93M +83,220 +21%
JP Morgan Chase
7
JP Morgan Chase
New York
$23.3M -$35.3K -749 -0.2%
PAS
8
Park Avenue Securities
New York
$19.4M -$32.3K -685 -0.2%
Mackenzie Financial
9
Mackenzie Financial
Ontario, Canada
$18.5M +$998K +21,163 +6%
FDCDDQ
10
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.8M +$3.41M +72,296 +31%
AF
11
Allworth Financial
California
$14.6M +$241K +5,117 +2%
MML Investors Services
12
MML Investors Services
Massachusetts
$13.1M -$592K -12,556 -5%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$12.1M +$960K +20,350 +9%
FCG
14
Financial Connections Group
California
$10.3M +$715K +15,161 +8%
ST
15
Spinnaker Trust
Maine
$9.96M +$1.84M +38,896 +24%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$9.93M +$2.49M +52,843 +35%
BRIA
17
Balanced Rock Investment Advisors
Massachusetts
$9.8M -$47.5K -1,006 -0.5%
IWA
18
Invera Wealth Advisors
Oregon
$8.89M +$76.3K +1,617 +1%
AWS
19
Atria Wealth Solutions
New York
$6.5M +$39K +827 +0.6%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$6.5M +$412K +8,736 +7%
RWP
21
RWA Wealth Partners
Massachusetts
$6.44M -$21.3M -452,338 -78%
OWA
22
One Wealth Advisors
California
$5.5M -$58.5K -1,239 -1%
Cerity Partners
23
Cerity Partners
New York
$4.77M -$1.4M -29,625 -23%
Bank of America
24
Bank of America
North Carolina
$4.6M +$1.12M +23,833 +34%
Morgan Stanley
25
Morgan Stanley
New York
$4.5M +$442K +9,367 +11%