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iShares ESG Aware MSCI USA ETF

702 hedge funds and large institutions have $12.8B invested in iShares ESG Aware MSCI USA ETF in 2023 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 226 increasing their positions, 337 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
702
Holders Change
+5
Holders Change %
+0.72%
% of All Funds
11.07%
Holding in Top 10
56
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-11.11%
% of All Funds
0.88%
New
60
Increased
226
Reduced
337
Closed
50
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OWM
426
Opes Wealth Management
California
$669K +$40.4K +415 +6%
BBA
427
BLB&B Advisors
Pennsylvania
$667K +$230K +2,357 +52%
SPWG
428
Syntegra Private Wealth Group
Missouri
$665K -$59.6K -612 -8%
QC
429
Quent Capital
New York
$659K -$585 -6 -0.1%
CC
430
Chicago Capital
Illinois
$653K
EFL
431
ERn Financial LLC
Wisconsin
$645K -$4.48K -46 -0.7%
ACM
432
Absolute Capital Management
Pennsylvania
$642K +$71.9K +738 +13%
CIBC World Market
433
CIBC World Market
Ontario, Canada
$632K -$68.2K -700 -10%
MG
434
Mather Group
Illinois
$628K +$389K +3,994 +163%
WCFA
435
Walkner Condon Financial Advisors
Wisconsin
$626K -$1.46K -15 -0.2%
DWP
436
Destiny Wealth Partners
Florida
$626K -$60.9K -611 -9%
BFA
437
Beacon Financial Advisory
Ohio
$626K +$21.1K +217 +3%
BIA
438
Bell Investment Advisors
California
$625K +$90.1K +924 +17%
LWP
439
Lumature Wealth Partners
Georgia
$621K -$36.3K -372 -6%
ACS
440
Archford Capital Strategies
Illinois
$606K -$63.2K -631 -9%
KA
441
Kovack Advisors
Florida
$602K -$30.5K -313 -5%
APWA
442
Atlas Private Wealth Advisors
New Jersey
$594K +$300K +3,078 +102%
AAM
443
Ameraudi Asset Management
New York
$587K
APC
444
Aspire Private Capital
North Carolina
$582K +$1.66K +17 +0.3%
TWA
445
Talisman Wealth Advisors
New Jersey
$580K +$1.56K +16 +0.3%
MCM
446
MAI Capital Management
Ohio
$580K -$163K -1,674 -22%
WEG
447
World Equity Group
Illinois
$579K -$798K -8,192 -58%
BFP
448
Brewster Financial Planning
New York
$579K +$579K +5,939 New
HWA
449
Hilltop Wealth Advisors
North Carolina
$576K -$95.4K -979 -14%
GDP
450
Great Diamond Partners
Maine
$575K +$575K +5,901 New