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iShares ESG Aware MSCI USA ETF

734 hedge funds and large institutions have $10.4B invested in iShares ESG Aware MSCI USA ETF in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 184 increasing their positions, 384 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
734
Holders Change
-14
Holders Change %
-1.87%
% of All Funds
10.64%
Holding in Top 10
31
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-35.42%
% of All Funds
0.45%
New
66
Increased
184
Reduced
384
Closed
65
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MCM
376
MAI Capital Management
Ohio
$866K +$132K +1,145 +18%
TIA
377
Traphagen Investment Advisors
New Jersey
$866K +$4.48K +39 +0.5%
SMWM
378
Silvia McColl Wealth Management
California
$863K -$84.5K -748 -9%
FPGK
379
Financial Partners Group (Kansas)
Kansas
$856K -$93.3K -812 -10%
QWP
380
Quotient Wealth Partners
Texas
$856K -$674K -5,865 -44%
TWM
381
TSA Wealth Management
Texas
$853K -$2.48M -21,535 -74%
PNC Financial Services Group
382
PNC Financial Services Group
Pennsylvania
$851K -$35.6K -310 -4%
SRB
383
Shotwell Rutter Baer
Michigan
$847K -$63.5K -556 -7%
IA
384
IFP Advisors
Florida
$840K -$48.5K -422 -5%
SVWAG
385
Sound View Wealth Advisors Group
Georgia
$832K -$3.22K -28 -0.4%
HWMA
386
Heritage Wealth Management (Arizona)
Arizona
$830K -$21.6K -188 -3%
CTC
387
Central Trust Company
Missouri
$828K +$93.5K +813 +13%
TCM
388
Traynor Capital Management
Pennsylvania
$826K +$826K +7,183 New
CFG
389
Cooper Financial Group
California
$826K -$388K -3,371 -32%
KP
390
Keel Point
Alabama
$817K
PS
391
Principal Securities
Iowa
$807K +$18.5K +161 +2%
KFSC
392
Keystone Financial Services (Colorado)
Colorado
$799K -$6.81M -59,287 -90%
SDJVC
393
St. Denis J. Villere & Co
Louisiana
$799K -$78.2K -680 -9%
EFL
394
ERn Financial LLC
Wisconsin
$798K +$17.9K +156 +2%
TPCW
395
TD Private Client Wealth
New York
$797K -$110K -958 -12%
CPP
396
Capasso Planning Partners
South Carolina
$795K -$243K -2,117 -23%
FHA
397
Flagship Harbor Advisors
Massachusetts
$779K -$16K -139 -2%
FPAS
398
Focus Partners Advisor Solutions
Missouri
$776K +$165K +1,433 +27%
CWM
399
Cranbrook Wealth Management
Michigan
$771K +$68.6K +597 +10%
MA
400
MKT Advisors
California
$771K -$160K -1,414 -17%