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iShares ESG Aware MSCI USA ETF

735 hedge funds and large institutions have $10.3B invested in iShares ESG Aware MSCI USA ETF in 2024 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 234 increasing their positions, 307 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
735
Holders Change
-6
Holders Change %
-0.81%
% of All Funds
10.63%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.27%
New
51
Increased
234
Reduced
307
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VA
326
Vident Advisory
Georgia
$1.05M -$189K -1,501 -15%
GKWIM
327
Gerber Kawasaki Wealth & Investment Management
California
$1.04M -$23.5K -186 -2%
SWA
328
Stratos Wealth Advisors
Ohio
$1.04M -$137K -1,089 -12%
WIA
329
World Investment Advisors
California
$1.02M +$34.6K +274 +4%
OGF
330
Orin Green Financial
California
$1.01M
SAM
331
Strategy Asset Managers
California
$1M -$34.4K -273 -3%
CI Investments Inc
332
CI Investments Inc
Ontario, Canada
$997K -$25.2K -200 -2%
CIA
333
Concurrent Investment Advisors
Florida
$988K +$9.34K +74 +1%
WFS
334
WealthGarden F.S.
California
$974K +$3.28K +26 +0.3%
AF
335
Apexium Financial
Texas
$973K +$3.28K +26 +0.3%
BIA
336
Bigelow Investment Advisors
Maine
$964K -$55.3K -438 -5%
TIA
337
Traphagen Investment Advisors
New Jersey
$940K -$11.4K -90 -1%
ACA
338
American Capital Advisory
Idaho
$937K -$5.8K -46 -0.6%
BPA
339
Beacon Pointe Advisors
California
$924K -$86.1K -682 -9%
FPGK
340
Financial Partners Group (Kansas)
Kansas
$916K -$12.5K -99 -1%
D
341
Diversified
Delaware
$915K +$73.3K +581 +9%
DE
342
Diversified Enterprises
Delaware
$915K +$915K +7,255 New
MCM
343
MAI Capital Management
Ohio
$911K -$84.2K -667 -8%
CPP
344
Capasso Planning Partners
South Carolina
$908K +$34.1K +270 +4%
TWM
345
TSA Wealth Management
Texas
$904K
OCM
346
One Capital Management
California
$904K -$17K -135 -2%
KP
347
Keel Point
Alabama
$897K
EFL
348
ERn Financial LLC
Wisconsin
$886K -$46.7K -370 -5%
CTC
349
Central Trust Company
Missouri
$884K -$41K -325 -4%
Kovitz Investment Group Partners
350
Kovitz Investment Group Partners
Illinois
$875K +$875K +10,443 New