ESGU icon

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 %
SAI
376
Savvy Advisors Inc
New York
$795K +$105K +884 +15%
CIBC World Market
377
CIBC World Market
Ontario, Canada
$790K
ACA
378
American Capital Advisory
Idaho
$784K +$5.25K +50 +0.7%
MWM
379
Meridian Wealth Management
Kentucky
$776K +$776K +6,503 New
BIA
380
Bell Investment Advisors
California
$773K +$16.9K +142 +2%
SVWAG
381
Sound View Wealth Advisors Group
Georgia
$769K -$94.6K -793 -11%
HPM
382
Hoxton Planning & Management
West Virginia
$767K -$5.97K -50 -0.8%
JF
383
JSF Financial
California
$767K +$122K +1,025 +19%
PS
384
Principal Securities
Iowa
$754K -$83.4K -699 -10%
WCFA
385
Walkner Condon Financial Advisors
Wisconsin
$751K -$7.88K -66 -1%
IFAM
386
Institutional & Family Asset Management
Colorado
$744K -$23.6K -198 -3%
SWM
387
Spire Wealth Management
Virginia
$743K -$1.08M -9,036 -59%
QPWM
388
Quadrant Private Wealth Management
Pennsylvania
$740K -$504K -4,228 -41%
DWP
389
Destiny Wealth Partners
Florida
$738K
LOIP
390
Live Oak Investment Partners
Texas
$730K
APWA
391
Atlas Private Wealth Advisors
New Jersey
$728K +$365K +3,055 +100%
MFA
392
McClarren Financial Advisors
Pennsylvania
$728K -$3.53M -5,209 -83%
PPW
393
Presilium Private Wealth
Pennsylvania
$726K -$12.5K -105 -2%
SPI
394
Sutton Place Investors
New York
$725K +$239 +2 +0%
KFP
395
Keener Financial Planning
Texas
$723K -$20K -168 -3%
AAM
396
Ameraudi Asset Management
New York
$719K
US Bancorp
397
US Bancorp
Minnesota
$712K -$469K -3,934 -40%
LWM
398
Liberty Wealth Management
California
$708K -$301K -2,526 -30%
AA
399
Ancora Advisors
Ohio
$705K -$416K -3,487 -37%
SL
400
Sentinus LLC
Illinois
$704K -$20.9K -175 -3%