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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 %
MBFW
326
Morton Brown Family Wealth
Pennsylvania
$1.03M
MHB
327
Midwest Heritage Bank
Iowa
$1.03M -$240K -2,014 -19%
MWS
328
Maxwell Wealth Strategies
California
$1.03M -$6.21K -52 -0.6%
PCA
329
Pallas Capital Advisors
Massachusetts
$1.01M -$80.5K -664 -7%
GKWIM
330
Gerber Kawasaki Wealth & Investment Management
California
$1.01M -$72.7K -609 -7%
BSW
331
Buckingham Strategic Wealth
Missouri
$1.01M +$93.9K +787 +10%
MSA
332
Marino Stram & Associates
Massachusetts
$989K -$106K -892 -10%
BNP Paribas Asset Management
333
BNP Paribas Asset Management
France
$982K +$232K +1,941 +31%
FAIM
334
Financial Advocates Investment Management
Washington
$978K +$604K +5,061 +161%
CI Investments Inc
335
CI Investments Inc
Ontario, Canada
$966K -$26.8K -225 -3%
BIA
336
Bigelow Investment Advisors
Maine
$964K -$82.8K -694 -8%
BPA
337
Beacon Pointe Advisors
California
$955K -$115K -963 -11%
MWM
338
Modern Wealth Management
Kansas
$954K +$954K +7,996 New
OGF
339
Orin Green Financial
California
$952K +$952K +7,978 New
DC
340
Davenport & Co
Virginia
$951K -$81.1K -680 -8%
MCM
341
MAI Capital Management
Ohio
$941K +$41.8K +350 +5%
FPAS
342
Focus Partners Advisor Solutions
Missouri
$937K +$132K +1,106 +16%
WIA
343
World Investment Advisors
California
$930K +$930K +7,791 New
SMWM
344
Silvia McColl Wealth Management
California
$930K +$18.5K +155 +2%
CIA
345
Concurrent Investment Advisors
Florida
$925K -$26.8K -225 -3%
WFS
346
WealthGarden F.S.
California
$918K +$918K +7,696 New
AF
347
Apexium Financial
Texas
$917K
IAIM
348
International Assets Investment Management
Florida
$916K -$483K -4,045 -35%
O3W
349
Omni 360 Wealth
New Jersey
$908K -$419K -3,513 -32%
TIA
350
Traphagen Investment Advisors
New Jersey
$900K +$716 +6 +0.1%