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iShares ESG Aware MSCI USA ETF

748 hedge funds and large institutions have $11.8B invested in iShares ESG Aware MSCI USA ETF in 2023 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 270 increasing their positions, 282 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
748
Holders Change
+51
Holders Change %
+7.32%
% of All Funds
10.96%
Holding in Top 10
48
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.67%
% of All Funds
0.7%
New
105
Increased
270
Reduced
282
Closed
46
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MFA
351
Morling Financial Advisors
California
$1.1M -$49.1K -468 -4%
AC
352
AlphaCore Capital
California
$1.09M -$10.6K -101 -1%
Bessemer Group
353
Bessemer Group
New Jersey
$1.09M -$7.03M -67,095 -87%
BPA
354
Beacon Pointe Advisors
California
$1.06M -$64.8K -618 -6%
BFM
355
Boston Financial Management
Massachusetts
$1.06M -$124K -1,178 -10%
WIA
356
World Investment Advisors
California
$1.06M +$128K +1,217 +14%
SFG
357
Sovereign Financial Group
Connecticut
$1.05M -$106K -1,007 -9%
KL
358
KilterHowling LLC
Colorado
$1.05M -$64.3K -591 -6%
EWA
359
EP Wealth Advisors
California
$1.05M -$41.2K -393 -4%
MSA
360
Marino Stram & Associates
Massachusetts
$1.04M +$3.57K +34 +0.3%
BIA
361
Bigelow Investment Advisors
Maine
$1.03M -$83K -791 -7%
VA
362
Vident Advisory
Georgia
$1.03M
JWCA
363
J.W. Cole Advisors
Florida
$1.03M +$210 +2 +0%
CGL
364
Clarius Group LLC
Washington
$1.03M -$129K -1,226 -11%
RCM
365
Raleigh Capital Management
North Carolina
$1.02M -$347K -3,305 -25%
CAL
366
Capital Analysts LLC
Pennsylvania
$1.01M +$17.5K +167 +2%
WA
367
WBH Advisory
Maryland
$1.01M +$137K +1,306 +16%
ACA
368
Aptus Capital Advisors
Alabama
$1.01M +$759K +7,230 +304%
CIA
369
Concurrent Investment Advisors
Florida
$1.01M +$1.01M +9,610 New
TFO
370
Tarbox Family Office
California
$999K -$9.44K -90 -0.9%
PSA
371
Plum Street Advisors
Louisiana
$985K +$985K +9,385 New
DC
372
Davenport & Co
Virginia
$978K -$33.8K -322 -3%
CIA
373
Compass Ion Advisors
Pennsylvania
$971K
EPP
374
ETF Portfolio Partners
Kansas
$970K +$1.57K +15 +0.2%
SI
375
Stephens Inc
Arkansas
$961K