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iShares ESG Aware MSCI USA ETF

734 hedge funds and large institutions have $10.4B invested in iShares ESG Aware MSCI USA ETF in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 184 increasing their positions, 384 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
734
Holders Change
-14
Holders Change %
-1.87%
% of All Funds
10.64%
Holding in Top 10
31
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-35.42%
% of All Funds
0.45%
New
66
Increased
184
Reduced
384
Closed
65
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JFG
301
JMG Financial Group
Illinois
$1.34M -$63K -548 -4%
MNG
302
Manning & Napier Group
New York
$1.34M -$1.17M
CPIG
303
Chicago Partners Investment Group
Illinois
$1.33M -$14.4K -130 -1%
William Blair & Company
304
William Blair & Company
Illinois
$1.32M -$159K -1,382 -11%
PSA
305
Plum Street Advisors
Louisiana
$1.32M +$131K +1,040 +11%
COCM
306
Charter Oak Capital Management
New Hampshire
$1.31M -$21.8K -190 -2%
RFP
307
RCS Financial Planning
Maryland
$1.3M -$660K -5,744 -34%
O3W
308
Omni 360 Wealth
New Jersey
$1.28M -$147K -1,283 -10%
JWCA
309
J.W. Cole Advisors
Florida
$1.27M +$148K +1,291 +13%
Qube Research & Technologies (QRT)
310
Qube Research & Technologies (QRT)
United Kingdom
$1.27M +$1.02M +8,831 +403%
PFA
311
Pure Financial Advisors
California
$1.26M -$230 -2 -0%
TB
312
Treynor Bancshares
Iowa
$1.25M +$575 +5 +0%
CCM
313
Coldstream Capital Management
Washington
$1.24M -$60.8K -529 -5%
M&T Bank
314
M&T Bank
New York
$1.24M -$138K -1,203 -10%
MHB
315
Midwest Heritage Bank
Iowa
$1.23M -$584K -5,076 -32%
OIA
316
OneDigital Investment Advisors
Kansas
$1.22M +$349K +3,037 +40%
RCAG
317
Rehmann Capital Advisory Group
Michigan
$1.2M -$63.5K -552 -5%
QPWM
318
Quadrant Private Wealth Management
Pennsylvania
$1.2M -$209K -1,817 -15%
Bessemer Group
319
Bessemer Group
New Jersey
$1.2M +$6.33K +55 +0.5%
MFA
320
Morling Financial Advisors
California
$1.19M -$14.1K -123 -1%
SHIM
321
Stone House Investment Management
Pennsylvania
$1.18M +$761K +6,616 +181%
CWG
322
Crown Wealth Group
North Carolina
$1.16M -$86.4K -752 -7%
MFG
323
Magnus Financial Group
New York
$1.16M -$177K -1,538 -13%
Barclays
324
Barclays
United Kingdom
$1.16M -$663K -5,770 -36%
US Bancorp
325
US Bancorp
Minnesota
$1.14M -$8.1M -70,463 -88%