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iShares ESG Aware MSCI USA ETF

782 hedge funds and large institutions have $10.9B invested in iShares ESG Aware MSCI USA ETF in 2024 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 234 increasing their positions, 323 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
782
Holders Change
+47
Holders Change %
+6.39%
% of All Funds
10.41%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.32%
New
109
Increased
234
Reduced
323
Closed
50
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TWM
351
TSA Wealth Management
Texas
$917K -$5.93K -46 -0.6%
CPP
352
Capasso Planning Partners
South Carolina
$909K -$18.2K -141 -2%
CIA
353
Concurrent Investment Advisors
Florida
$909K -$99.6K -773 -10%
FHA
354
Flagship Harbor Advisors
Massachusetts
$908K +$46.6K +362 +5%
SG
355
StoneX Group
New York
$903K -$371K -2,882 -29%
MWM
356
Modern Wealth Management
Kansas
$899K -$216K -1,680 -19%
BIA
357
Bell Investment Advisors
California
$894K +$41.7K +324 +5%
Barclays
358
Barclays
United Kingdom
$889K -$644K -5,000 -42%
MWA
359
Merkkuri Wealth Advisors
New York
$888K -$387K -3,002 -30%
MA
360
MKT Advisors
California
$886K
CTC
361
Central Trust Company
Missouri
$876K -$26.7K -207 -3%
Amundi
362
Amundi
France
$874K
CFG
363
Cooper Financial Group
California
$874K +$902 +7 +0.1%
CC
364
Chicago Capital
Illinois
$863K
MCM
365
MAI Capital Management
Ohio
$856K -$73.6K -571 -8%
FPGK
366
Financial Partners Group (Kansas)
Kansas
$853K -$82.3K -639 -9%
MWM
367
Meridian Wealth Management
Kentucky
$850K -$17K -132 -2%
JF
368
JSF Financial
California
$849K -$37.6K -292 -4%
TPCW
369
TD Private Client Wealth
New York
$849K -$43.3K -336 -5%
PPW
370
Presilium Private Wealth
Pennsylvania
$845K +$51.7K +401 +7%
MYIA
371
Mount Yale Investment Advisors
Colorado
$840K +$31.7K +246 +4%
SMWM
372
Silvia McColl Wealth Management
California
$834K +$1.93K +15 +0.2%
AWP
373
Axis Wealth Partners
Rhode Island
$833K +$833K +6,467 New
PS
374
Principal Securities
Iowa
$833K +$5.28K +41 +0.6%
O3W
375
Omni 360 Wealth
New Jersey
$828K -$49K -380 -6%