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iShares ESG Aware MSCI USA ETF

741 hedge funds and large institutions have $10.2B invested in iShares ESG Aware MSCI USA ETF in 2024 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 191 increasing their positions, 370 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
741
Holders Change
+7
Holders Change %
+0.95%
% of All Funds
10.78%
Holding in Top 10
21
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-32.26%
% of All Funds
0.31%
New
60
Increased
191
Reduced
370
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OFP
226
OLIO Financial Planning
Virginia
$1.89M
RIA
227
Regal Investment Advisors
Michigan
$1.87M -$35.6K -298 -2%
Barclays
228
Barclays
United Kingdom
$1.86M +$656K +5,500 +54%
RJT
229
Raymond James Trust
Florida
$1.86M
BFG
230
Beacon Financial Group
Texas
$1.85M -$14.3K -120 -0.8%
SCA
231
Snowden Capital Advisors
New York
$1.84M -$3.19M -26,706 -63%
PIA
232
Perennial Investment Advisors
California
$1.83M -$133K -1,115 -7%
SCA
233
Scott Capital Advisors
Oregon
$1.8M -$68.5K -562 -4%
VCP
234
Verus Capital Partners
Arizona
$1.8M -$527K -4,415 -23%
AFG
235
Atomi Financial Group
New York
$1.78M +$1.26M +10,594 +247%
WANY
236
Wealthspire Advisors (New York)
New York
$1.77M -$237K -1,988 -12%
GAM
237
Gould Asset Management
California
$1.76M -$66.8K -560 -4%
SXL
238
Summit X LLC
Missouri
$1.76M -$73.3K -613 -4%
AI
239
Atria Investments
North Carolina
$1.76M -$1.65M -13,852 -48%
MGIA
240
Moneta Group Investment Advisors
Missouri
$1.76M +$1.04M +8,703 +143%
AF
241
Allworth Financial
California
$1.76M -$414K -3,439 -19%
AGWCA
242
Annis Gardner Whiting Capital Advisors
Florida
$1.75M +$4.53K +38 +0.3%
KPWS
243
Kestra Private Wealth Services
Texas
$1.72M -$114K -956 -6%
PWMG
244
Pioneer Wealth Management Group
Texas
$1.72M +$86.3K +723 +5%
AR
245
Apeiron RIA
Texas
$1.71M -$2.27M -19,007 -57%
MWA
246
Merkkuri Wealth Advisors
New York
$1.71M +$1.71M +14,298 New
MCM
247
Mendel Capital Management
Arkansas
$1.69M -$2.86K -24 -0.2%
AWM
248
AE Wealth Management
Kansas
$1.68M -$244K -2,049 -13%
GRP
249
Global Retirement Partners
California
$1.68M -$35.2K -295 -2%
SWM
250
SigFig Wealth Management
California
$1.68M -$299K -2,504 -15%