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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 %
TPCW
351
TD Private Client Wealth
New York
$874K +$1.64K +13 +0.2%
Jane Street
352
Jane Street
New York
$871K -$2.89M -22,893 -77%
JF
353
JSF Financial
California
$868K +$57.8K +458 +7%
O3W
354
Omni 360 Wealth
New Jersey
$859K -$101K -802 -11%
SAI
355
Savvy Advisors Inc
New York
$858K +$17.2K +136 +2%
CFG
356
Cooper Financial Group
California
$855K -$30.2K -239 -3%
Amundi
357
Amundi
France
$849K
MWM
358
Meridian Wealth Management
Kentucky
$849K +$28.5K +226 +3%
CC
359
Chicago Capital
Illinois
$845K
FHA
360
Flagship Harbor Advisors
Massachusetts
$843K +$843K +6,683 New
BSB
361
Bangor Savings Bank
Maine
$843K -$2.12M -16,777 -72%
MA
362
MKT Advisors
California
$841K -$3K -24 -0.4%
EWA
363
EverSource Wealth Advisors
Alabama
$840K -$16K -127 -2%
BIA
364
Bell Investment Advisors
California
$835K +$17.3K +137 +2%
SRB
365
Shotwell Rutter Baer
Michigan
$819K -$12.7K -101 -2%
TWCA
366
Two West Capital Advisors
Kansas
$817K -$40K -317 -5%
SMWM
367
Silvia McColl Wealth Management
California
$815K -$168K -1,330 -17%
PCA
368
Pallas Capital Advisors
Massachusetts
$812K -$249K -1,957 -23%
PS
369
Principal Securities
Iowa
$811K +$12.9K +102 +2%
FGC
370
Financial Gravity Companies
Texas
$810K +$810K +6,423 New
HPM
371
Hoxton Planning & Management
West Virginia
$804K -$7.19K -57 -0.9%
HFO
372
Heritage Family Offices
Arizona
$799K -$44K -349 -5%
WCFA
373
Walkner Condon Financial Advisors
Wisconsin
$792K -$2.52K -20 -0.3%
MYIA
374
Mount Yale Investment Advisors
Colorado
$792K -$677K -5,363 -46%
PPW
375
Presilium Private Wealth
Pennsylvania
$777K +$8.71K +69 +1%