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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 %
VA
301
Vident Advisory
Georgia
$1.17M
RCAG
302
Rehmann Capital Advisory Group
Michigan
$1.17M -$80.1K -671 -6%
BFM
303
Boston Financial Management
Massachusetts
$1.16M
MHR
304
Matthew Hamilton Rosenberg
$1.16M +$637K +5,331 +121%
WA
305
WBH Advisory
Maryland
$1.15M -$19.2K -161 -2%
ST
306
Sentinel Trust
Texas
$1.12M -$21.1K -177 -2%
SWA
307
Stratos Wealth Advisors
Ohio
$1.12M -$42K -352 -4%
AWA
308
Aaron Wealth Advisors
Illinois
$1.12M +$49.6K +416 +5%
DADC
309
D.A. Davidson & Co
Montana
$1.11M +$4.18K +35 +0.4%
CWM
310
Cranbrook Wealth Management
Michigan
$1.1M +$301K +2,524 +38%
MOS
311
MGO One Seven
Ohio
$1.1M -$34.5K -289 -3%
SI
312
Stephens Inc
Arkansas
$1.09M -$1.19K -10 -0.1%
T
313
TCWP
Ohio
$1.09M -$12.6K -106 -1%
Marshall Wace
314
Marshall Wace
United Kingdom
$1.08M +$1.08M +9,088 New
SP
315
Symmetry Partners
Connecticut
$1.08M +$493K +4,129 +84%
KL
316
KilterHowling LLC
Colorado
$1.07M -$61.8K -518 -5%
CGL
317
Clarius Group LLC
Washington
$1.07M +$23.1K +194 +2%
SAG
318
SageView Advisory Group
California
$1.06M +$1.06M +8,917 New
CIA
319
Compass Ion Advisors
Pennsylvania
$1.06M
TFO
320
Tarbox Family Office
California
$1.05M -$5.37K -45 -0.5%
LWMG
321
Levy Wealth Management Group
Pennsylvania
$1.05M -$16.5K -138 -2%
RFP
322
RCS Financial Planning
Maryland
$1.05M -$305K -2,557 -23%
RCS
323
Retirement Capital Strategies
California
$1.04M -$62.6K -525 -6%
SFC
324
SYM Financial Corp
Indiana
$1.04M +$84.8K +711 +9%
FWP
325
Firethorn Wealth Partners
Georgia
$1.04M -$1.41M -11,818 -58%