ESGU icon

iShares ESG Aware MSCI USA ETF

697 hedge funds and large institutions have $12B invested in iShares ESG Aware MSCI USA ETF in 2023 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 180 increasing their positions, 364 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
697
Holders Change
-7
Holders Change %
-0.99%
% of All Funds
11.16%
Holding in Top 10
63
Holding in Top 10 Change
-42
Holding in Top 10 Change %
-40%
% of All Funds
1.01%
New
68
Increased
180
Reduced
364
Closed
55
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LWMG
401
Levy Wealth Management Group
Pennsylvania
$718K -$38.7K -428 -5%
IFAM
402
Institutional & Family Asset Management
Colorado
$713K -$22.4K -248 -3%
CWM
403
Congress Wealth Management
Massachusetts
$696K +$696K +7,695 New
CPP
404
Capasso Planning Partners
South Carolina
$696K +$2.17K +24 +0.3%
IF
405
Intrua Financial
Texas
$695K -$13K -143 -2%
MCM
406
MAI Capital Management
Ohio
$690K -$181K -1,998 -21%
CGL
407
Clarius Group LLC
Washington
$688K +$212K +2,347 +45%
TPCW
408
TD Private Client Wealth
New York
$686K +$2.44K +27 +0.4%
ST
409
Sentinel Trust
Texas
$684K -$18.1K -200 -3%
MFA
410
McClarren Financial Advisors
Pennsylvania
$682K +$3.41K +38 +0.5%
BONH
411
Bank of New Hampshire
New Hampshire
$678K
SW
412
SVB Wealth
Massachusetts
$676K +$676K +7,477 New
CTC
413
Central Trust Company
Missouri
$676K -$494K -5,458 -42%
SPWG
414
Syntegra Private Wealth Group
Missouri
$672K -$382K -4,226 -36%
SMWM
415
Silvia McColl Wealth Management
California
$660K -$847K -9,361 -56%
SFG
416
SNS Financial Group
Minnesota
$656K -$18.5K -205 -3%
SVWAG
417
Sound View Wealth Advisors Group
Georgia
$653K -$3.71K -41 -0.6%
CIBC World Market
418
CIBC World Market
Ontario, Canada
$650K +$35.2K +389 +6%
SQA
419
Simon Quick Advisors
New Jersey
$641K +$3.89K +43 +0.6%
EWP
420
Elevation Wealth Partners
California
$634K +$634K +7,009 New
FHA
421
Flagship Harbor Advisors
Massachusetts
$632K +$26.6K +294 +4%
GG
422
GenWealth Group
New Jersey
$624K +$4.88K +54 +0.8%
HWA
423
Hilltop Wealth Advisors
North Carolina
$623K -$29.9K -331 -5%
DWP
424
Destiny Wealth Partners
Florida
$623K +$18K +199 +3%
SP
425
Symmetry Partners
Connecticut
$622K