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iShares ESG Aware MSCI USA ETF

748 hedge funds and large institutions have $11.8B invested in iShares ESG Aware MSCI USA ETF in 2023 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 270 increasing their positions, 282 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
748
Holders Change
+51
Holders Change %
+7.32%
% of All Funds
10.96%
Holding in Top 10
48
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.67%
% of All Funds
0.7%
New
105
Increased
270
Reduced
282
Closed
46
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CC
426
Chicago Capital
Illinois
$703K
GG
427
GenWealth Group
New Jersey
$702K -$43.3K -413 -6%
YIH
428
Y-Intercept (HK)
Hong Kong
$701K +$701K +6,680 New
BIA
429
Bell Investment Advisors
California
$701K +$18.4K +175 +3%
PPW
430
Presilium Private Wealth
Pennsylvania
$700K -$10.9K -104 -2%
EWA
431
EverSource Wealth Advisors
Alabama
$691K -$34.9K -333 -5%
CIBC World Market
432
CIBC World Market
Ontario, Canada
$680K
CFIA
433
Cantor Fitzgerald Investment Advisors
New York
$676K +$676K +6,444 New
EL
434
EQ LLC
Washington
$672K +$81.9K +781 +14%
MCM
435
MAI Capital Management
Ohio
$670K -$14.6K -139 -2%
WCFA
436
Walkner Condon Financial Advisors
Wisconsin
$670K -$9.44K -90 -1%
CTC
437
Central Trust Company
Missouri
$670K -$26.6K -254 -4%
IF
438
Intrua Financial
Texas
$665K
KFP
439
Keener Financial Planning
Texas
$665K +$665K +6,342 New
BWA
440
BCU Wealth Advisors
Illinois
$652K +$652K +6,210 New
MFA
441
McClarren Financial Advisors
Pennsylvania
$650K -$35.1K -335 -5%
DWP
442
Destiny Wealth Partners
Florida
$646K
LOIP
443
Live Oak Investment Partners
Texas
$642K -$575K
APWA
444
Atlas Private Wealth Advisors
New Jersey
$642K +$3.04K +29 +0.5%
CWM
445
Cranbrook Wealth Management
Michigan
$641K +$93.1K +887 +17%
RIM
446
Redwood Investment Management
Arizona
$639K +$78.5K +749 +14%
AAM
447
Ameraudi Asset Management
New York
$632K
RW
448
Regimen Wealth
Georgia
$629K +$27.6K +263 +5%
SW
449
SVB Wealth
Massachusetts
$624K -$195K -1,860 -24%
GDP
450
Great Diamond Partners
Maine
$622K -$7.66K -73 -1%