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iShares ESG Aware MSCI USA ETF

663 hedge funds and large institutions have $18.3B invested in iShares ESG Aware MSCI USA ETF in 2022 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 283 increasing their positions, 235 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
663
Holders Change
+5
Holders Change %
+0.76%
% of All Funds
11.46%
Holding in Top 10
112
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+7.69%
% of All Funds
1.94%
New
59
Increased
283
Reduced
235
Closed
46
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BNP Paribas Financial Markets
301
BNP Paribas Financial Markets
France
$1.99M
TRCT
302
Tower Research Capital (TRC)
New York
$1.96M +$682K +8,590 +53%
EWA
303
EverSource Wealth Advisors
Alabama
$1.94M +$193K +2,432 +11%
D
304
Dentgroup
Louisiana
$1.89M +$330K +4,151 +21%
WWM
305
WT Wealth Management
Arizona
$1.85M +$492K +6,192 +36%
RC
306
RegentAtlantic Capital
New Jersey
$1.8M +$784K +9,871 +77%
LWAC
307
Laurel Wealth Advisors (California)
California
$1.79M +$734K +9,248 +70%
WLIM
308
White Lighthouse Investment Management
Massachusetts
$1.75M +$64.9K +817 +4%
GIA
309
Gladstone Institutional Advisory
Florida
$1.75M +$934K +11,761 +114%
BSB
310
Bangor Savings Bank
Maine
$1.75M
BWL
311
Bogart Wealth LLC
Virginia
$1.74M +$97.5K +1,228 +6%
HSBC Holdings
312
HSBC Holdings
United Kingdom
$1.74M
SIM
313
Seaview Investment Managers
Florida
$1.74M +$120K +1,505 +7%
IWM
314
IHT Wealth Management
Illinois
$1.72M +$1.31M +16,534 +323%
LFA
315
Legacy Financial Advisors
Kentucky
$1.67M -$9.13K -115 -0.5%
NA
316
Nottingham Advisors
New York
$1.67M -$132K -1,658 -7%
SFG
317
Sovereign Financial Group
Connecticut
$1.65M -$15.4K -194 -0.9%
RJT
318
Raymond James Trust
Florida
$1.65M -$42.2K -531 -2%
APC
319
Aspire Private Capital
North Carolina
$1.64M -$143K -1,797 -8%
OLVIG
320
Oliver Lagore Vanvalin Investment Group
Michigan
$1.57M -$210K -2,645 -12%
CWM
321
Cornerstone Wealth Management
Missouri
$1.57M -$5.32K -67 -0.3%
FWM
322
Fingerlakes Wealth Management
New York
$1.55M +$171K +2,155 +12%
CAM
323
Crestone Asset Management
Colorado
$1.55M -$647K -8,148 -29%
FG
324
Foster Group
Iowa
$1.55M +$92.3K +1,162 +6%
FCA
325
FinTrust Capital Advisors
South Carolina
$1.53M +$54.9K +667 +4%