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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 %
DWP
376
Destiny Wealth Partners
Florida
$774K -$6.18K -49 -0.8%
APWA
377
Atlas Private Wealth Advisors
New Jersey
$773K +$3.03K +24 +0.4%
SWM
378
Spire Wealth Management
Virginia
$769K -$16.8K -133 -2%
KFP
379
Keener Financial Planning
Texas
$765K
LOIP
380
Live Oak Investment Partners
Texas
$762K -$730K
MGP
381
Metis Global Partners
California
$761K +$345K +2,733 +83%
QPWM
382
Quadrant Private Wealth Management
Pennsylvania
$760K -$22.7K -180 -3%
AAM
383
Ameraudi Asset Management
New York
$760K
SPI
384
Sutton Place Investors
New York
$759K -$8.45K -67 -1%
FF
385
Farrell Financial
New York
$755K -$2.37K -18 -0.3%
LWM
386
Liberty Wealth Management
California
$740K -$8.96K -71 -1%
GM
387
GeoWealth Management
Illinois
$739K +$262K +2,080 +55%
FRA
388
Front Row Advisors
California
$731K
BEI
389
Benjamin Edwards Inc
Missouri
$714K +$714K +5,659 New
Qube Research & Technologies (QRT)
390
Qube Research & Technologies (QRT)
United Kingdom
$712K +$621K +4,922 +686%
WWM
391
Western Wealth Management
Colorado
$699K +$33.1K +262 +5%
US Bancorp
392
US Bancorp
Minnesota
$695K -$57.3K -454 -8%
FFWA
393
Forthright Family Wealth Advisory
Texas
$693K -$1.94M -14,465 -74%
IF
394
Intrua Financial
Texas
$687K -$52.6K -417 -7%
SAW
395
Signal Advisors Wealth
Michigan
$685K +$685K +5,428 New
WB
396
WesBanco Bank
West Virginia
$685K +$685K +5,428 New
IA
397
IFP Advisors
Florida
$681K -$1.39K -11 -0.2%
GDP
398
Great Diamond Partners
Maine
$673K -$24.7K -196 -4%
BFP
399
Brewster Financial Planning
New York
$669K -$11.7K -93 -2%
CC
400
Copperleaf Capital
North Carolina
$666K -$1.64K -13 -0.2%