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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 %
CAAS
351
Capital Asset Advisory Services
Michigan
$896K -$315K -2,581 -26%
EFL
352
ERn Financial LLC
Wisconsin
$882K +$53.8K +451 +6%
FPGK
353
Financial Partners Group (Kansas)
Kansas
$878K -$10.4K -87 -1%
CTC
354
Central Trust Company
Missouri
$875K +$15.6K +131 +2%
OCM
355
One Capital Management
California
$871K +$159K +1,336 +22%
IA
356
IFG Advisory
Georgia
$868K +$868K +7,272 New
BBA
357
BLB&B Advisors
Pennsylvania
$859K -$71.8K -602 -8%
TWM
358
TSA Wealth Management
Texas
$855K -$30.9K -259 -3%
KP
359
Keel Point
Alabama
$846K
TPWA
360
TRUE Private Wealth Advisors
Oregon
$843K -$93.3K -782 -10%
CFG
361
Cooper Financial Group
California
$837K -$19.8K -166 -2%
CPP
362
Capasso Planning Partners
South Carolina
$827K +$1.55K +13 +0.2%
RCA
363
Resonant Capital Advisors
Wisconsin
$826K -$260K -2,181 -24%
TPCW
364
TD Private Client Wealth
New York
$825K -$3.1K -26 -0.4%
MA
365
MKT Advisors
California
$823K -$8.17K -67 -1%
EWA
366
EverSource Wealth Advisors
Alabama
$822K +$325K +2,684 +65%
Amundi
367
Amundi
France
$815K +$815K +6,740 New
TWCA
368
Two West Capital Advisors
Kansas
$810K +$810K +6,789 New
PFA
369
Pure Financial Advisors
California
$809K -$493K -4,135 -38%
SRB
370
Shotwell Rutter Baer
Michigan
$805K -$98.6K -809 -11%
SAM
371
Strategy Asset Managers
California
$803K +$41.1K +422 +5%
CC
372
Chicago Capital
Illinois
$799K
HWMA
373
Heritage Wealth Management (Arizona)
Arizona
$797K -$64.7K -542 -8%
HFO
374
Heritage Family Offices
Arizona
$797K +$797K +6,678 New
D
375
Diversified
Delaware
$796K +$796K +6,674 New