ESGU icon

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 %
RSWM
401
Robertson Stephens Wealth Management
California
$662K -$1.77K -14 -0.3%
MCAI
402
Members Capital Advisors Inc
Wisconsin
$657K
FA
403
Fiduciary Alliance
South Carolina
$653K +$68.5K +543 +12%
Lido Advisors
404
Lido Advisors
California
$652K -$4.04K -32 -0.6%
KWM
405
Kingsview Wealth Management
Oregon
$643K +$7.7K +61 +1%
TWA
406
Talisman Wealth Advisors
New Jersey
$643K +$38.6K +307 +6%
WAP
407
Wealthcare Advisory Partners
Pennsylvania
$641K +$67K +531 +12%
QC
408
Quent Capital
New York
$637K -$4.92K -39 -0.8%
RCA
409
Resonant Capital Advisors
Wisconsin
$637K -$237K -1,878 -27%
DA
410
Detalus Advisors
Missouri
$635K -$43K -341 -6%
Vanguard Group
411
Vanguard Group
Pennsylvania
$634K +$129K +1,020 +25%
RP
412
Riverwater Partners
Wisconsin
$631K -$5.5K -44 -0.9%
XF
413
XML Financial
Maryland
$630K +$57.2K +453 +10%
CAM
414
Cresset Asset Management
Illinois
$626K +$252 +2 +0%
FTDI
415
First Trust Direct Indexing
Massachusetts
$625K +$178K +1,414 +40%
AA
416
Ancora Advisors
Ohio
$623K -$123K -972 -16%
PA
417
PFG Advisors
Arizona
$623K -$29.8K -236 -5%
TVM
418
True Vision MN
Minnesota
$622K +$17.7K +140 +3%
IWM
419
IHT Wealth Management
Illinois
$621K +$46.8K +371 +8%
CAM
420
Concorde Asset Management
Michigan
$615K -$25K -198 -4%
FCI
421
Financial Counselors Inc
Kansas
$613K -$30.3K -240 -5%
SF
422
Synovus Financial
Georgia
$608K
WAM
423
WNY Asset Management
New York
$606K -$2.52K -20 -0.4%
MSFS
424
Main Street Financial Solutions
Pennsylvania
$603K -$5.93K -47 -1%
KFSC
425
Keystone Financial Services (Colorado)
Colorado
$598K -$3.28K -26 -0.5%