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iShares ESG Aware MSCI USA ETF

663 hedge funds and large institutions have $18.3B invested in iShares ESG Aware MSCI USA ETF in 2022 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 283 increasing their positions, 235 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
663
Holders Change
+5
Holders Change %
+0.76%
% of All Funds
11.46%
Holding in Top 10
112
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+7.69%
% of All Funds
1.94%
New
59
Increased
283
Reduced
235
Closed
46
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ACP
401
Aveo Capital Partners
Colorado
$753K -$15.6K -196 -2%
KIG
402
Kowal Investment Group
Wisconsin
$752K -$103K -1,299 -12%
Qube Research & Technologies (QRT)
403
Qube Research & Technologies (QRT)
United Kingdom
$748K +$748K +9,418 New
BONH
404
Bank of New Hampshire
New Hampshire
$746K -$17.5K -221 -2%
SI
405
Stephens Inc
Arkansas
$742K
HKIMG
406
Hutchens & Kramer Investment Management Group
Indiana
$738K -$29.1K -357 -4%
FAIM
407
Financial Advocates Investment Management
Washington
$735K -$3.47M -43,681 -83%
KL
408
KilterHowling LLC
Colorado
$733K -$80.9K -1,019 -10%
VA
409
Valmark Advisers
Ohio
$730K +$12.4K +156 +2%
IF
410
Intrua Financial
Texas
$729K -$1.54M -19,406 -68%
API
411
Advisor Partners II
California
$728K +$728K +9,170 New
CA
412
CGN Advisors
Kansas
$704K +$191K +2,405 +37%
EPP
413
ETF Portfolio Partners
Kansas
$698K +$8.1K +102 +1%
MCM
414
MAI Capital Management
Ohio
$691K -$48.2K -607 -7%
OIA
415
OneDigital Investment Advisors
Kansas
$689K +$689K +8,675 New
CPIG
416
Chicago Partners Investment Group
Illinois
$667K +$9.26K +110 +1%
AF
417
Allworth Financial
California
$656K -$7.38K -93 -1%
PNC Financial Services Group
418
PNC Financial Services Group
Pennsylvania
$652K -$15.9K -200 -2%
ACA
419
Affinity Capital Advisors
California
$648K -$31.1K -392 -5%
IFAM
420
Institutional & Family Asset Management
Colorado
$647K -$9.52K -120 -1%
SP
421
Symmetry Partners
Connecticut
$641K +$124K +1,557 +24%
DWP
422
Destiny Wealth Partners
Florida
$639K -$26.1K -329 -4%
MFA
423
McClarren Financial Advisors
Pennsylvania
$632K +$632K +7,965 New
MA
424
MKT Advisors
California
$623K -$23.4K -295 -4%
KPWS
425
Kestra Private Wealth Services
Texas
$618K -$117K -1,475 -16%