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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 %
MCM
351
Mendel Capital Management
Arkansas
$1.15M
GAM
352
Gould Asset Management
California
$1.14M +$216K +2,717 +23%
OPWM
353
Oxinas Partners Wealth Management
Indiana
$1.14M +$326K +4,109 +40%
HGWM
354
Harvest Group Wealth Management
Massachusetts
$1.14M +$99.7K +1,200 +10%
JPG
355
Jordan Park Group
California
$1.13M +$673K +8,472 +146%
William Blair & Company
356
William Blair & Company
Illinois
$1.13M +$35.5K +447 +3%
RCAG
357
Rehmann Capital Advisory Group
Michigan
$1.11M +$53K +668 +5%
LAS
358
Lloyd Advisory Services
Georgia
$1.1M +$88K +1,108 +9%
FCI
359
Financial Counselors Inc
Kansas
$1.09M +$607K +7,642 +125%
VC
360
Veracity Capital
Georgia
$1.09M -$31.4K -395 -3%
OBWP
361
O'Brien Wealth Partners
Massachusetts
$1.09M +$311K +3,920 +40%
PA
362
Parallel Advisors
California
$1.09M +$151K +1,905 +16%
SP
363
Successful Portfolios
Florida
$1.08M -$50.8K -640 -4%
RFA
364
RTD Financial Advisors
Pennsylvania
$1.08M -$35.7K -449 -3%
DC
365
Davenport & Co
Virginia
$1.07M -$168K -2,112 -14%
CTC
366
Central Trust Company
Missouri
$1.05M +$37.9K +477 +4%
MWA
367
MFA Wealth Advisors
Pennsylvania
$1.05M
Franklin Resources
368
Franklin Resources
California
$1.04M -$2.22K -28 -0.2%
LW
369
Libra Wealth
California
$1.03M
NRI
370
NFP Retirement Inc
California
$1.03M +$614K +7,728 +148%
TFO
371
Tarbox Family Office
California
$1.03M -$23.8K -284 -2%
FPGK
372
Financial Partners Group (Kansas)
Kansas
$1.02M +$64.2K +809 +7%
TC
373
TownSquare Capital
Utah
$1.01M -$31.2K -393 -3%
KA
374
Kovack Advisors
Florida
$1.01M -$488K -6,153 -33%
UB
375
UMB Bank
Missouri
$1.01M -$17.4K -219 -2%