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iShares ESG Aware MSCI USA ETF

697 hedge funds and large institutions have $10.6B invested in iShares ESG Aware MSCI USA ETF in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 158 increasing their positions, 369 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
697
Holders Change
-5
Holders Change %
-0.71%
% of All Funds
11.11%
Holding in Top 10
45
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-19.64%
% of All Funds
0.72%
New
57
Increased
158
Reduced
369
Closed
51
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CC
226
Copperleaf Capital
North Carolina
$2.5M -$723K -7,696 -22%
KV
227
Kickstand Ventures
New York
$2.48M +$2.48M +26,382 New
TWC
228
TD Waterhouse Canada
Ontario, Canada
$2.39M -$10.8K -115 -0.4%
AG
229
Ascent Group
Virginia
$2.36M -$223K -2,348 -9%
DT
230
Diversified Trust
Tennessee
$2.34M -$23K -245 -1%
CIAS
231
Capital Investment Advisory Services
North Carolina
$2.32M -$622K -6,625 -21%
MMA
232
Miracle Mile Advisors
California
$2.3M -$1.04M -11,088 -31%
CT
233
Cambridge Trust
Massachusetts
$2.26M +$325K +3,458 +17%
SPIA
234
Steward Partners Investment Advisory
New York
$2.25M +$91.9K +979 +4%
BSB
235
Bangor Savings Bank
Maine
$2.25M -$3.85K -41 -0.2%
PFGIA
236
Patriot Financial Group Insurance Agency
Massachusetts
$2.23M -$1.28M -13,597 -36%
HWM
237
HB Wealth Management
Georgia
$2.22M +$30.7K +327 +1%
WS
238
Wedbush Securities
California
$2.19M +$120K +1,274 +6%
FWM
239
Fingerlakes Wealth Management
New York
$2.16M +$46K +490 +2%
BHWM
240
Bay Harbor Wealth Management
Maryland
$2.01M -$2.21M -23,522 -52%
AA
241
Advisory Alpha
Michigan
$2M -$248K -2,642 -11%
BTWM
242
Baker Tilly Wealth Management
Wisconsin
$1.97M -$1.04M -11,116 -35%
TWP
243
Tempus Wealth Planning
California
$1.92M -$276K -2,941 -13%
VCM
244
Vision Capital Management
Oregon
$1.9M -$81.7K -870 -4%
Cerity Partners
245
Cerity Partners
New York
$1.89M -$2.47M -26,220 -57%
SWM
246
Spire Wealth Management
Virginia
$1.84M +$122K +1,297 +7%
QPWM
247
Quadrant Private Wealth Management
Pennsylvania
$1.82M -$146K -1,551 -7%
PA
248
PFG Advisors
Arizona
$1.82M -$2.42M -25,751 -57%
Baird Financial Group
249
Baird Financial Group
Wisconsin
$1.8M -$1.31M -13,958 -42%
SWA
250
Stratos Wealth Advisors
Ohio
$1.79M -$967K -10,301 -35%