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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 %
IF
401
Intrua Financial
Texas
$700K -$33.6K -282 -5%
FRA
402
Front Row Advisors
California
$691K +$4.77K +40 +0.7%
FF
403
Farrell Financial
New York
$687K +$119 +1 +0%
MCC
404
Maiden Cove Capital
Maine
$686K +$686K +5,978 New
MWM
405
Maripau Wealth Management
Indiana
$683K -$300K -2,513 -31%
RA
406
Regis Acquisition
Colorado
$681K +$92.5K +776 +16%
PNC Financial Services Group
407
PNC Financial Services Group
Pennsylvania
$680K -$204K -1,707 -23%
BFEC
408
Benjamin F. Edwards & Company
Missouri
$679K -$993K -8,320 -59%
SPAS
409
Spectrum Planning & Advisory Services
California
$675K +$675K +5,636 New
GDP
410
Great Diamond Partners
Maine
$660K -$39.4K -330 -6%
IA
411
IFP Advisors
Florida
$645K -$227K -1,906 -26%
BFP
412
Brewster Financial Planning
New York
$644K
DA
413
Detalus Advisors
Missouri
$641K -$16.1K -135 -2%
CC
414
Copperleaf Capital
North Carolina
$631K -$1.41M -11,827 -69%
WWM
415
Western Wealth Management
Colorado
$630K -$5.73K -48 -0.9%
RSWM
416
Robertson Stephens Wealth Management
California
$628K -$1.63M -13,629 -72%
MCAI
417
Members Capital Advisors Inc
Wisconsin
$621K
QWP
418
Quotient Wealth Partners
Texas
$620K -$268K -2,249 -30%
Lido Advisors
419
Lido Advisors
California
$620K -$9.43K -79 -1%
BTWM
420
Baker Tilly Wealth Management
Wisconsin
$619K -$1.26M -10,523 -67%
PA
421
PFG Advisors
Arizona
$617K -$65.9K -552 -10%
SDJVC
422
St. Denis J. Villere & Co
Louisiana
$615K -$215K -1,800 -26%
FCI
423
Financial Counselors Inc
Kansas
$609K -$128K -1,071 -17%
VW
424
Veridan Wealth
Oregon
$608K +$608K +4,496 New
RP
425
Riverwater Partners
Wisconsin
$608K -$14K -117 -2%