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iShares ESG Aware MSCI USA ETF

734 hedge funds and large institutions have $10.4B invested in iShares ESG Aware MSCI USA ETF in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 184 increasing their positions, 384 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
734
Holders Change
-14
Holders Change %
-1.87%
% of All Funds
10.64%
Holding in Top 10
31
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-35.42%
% of All Funds
0.45%
New
66
Increased
184
Reduced
384
Closed
65
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SAI
426
Savvy Advisors Inc
New York
$664K +$112K +978 +20%
FF
427
Farrell Financial
New York
$662K +$8.51K +74 +1%
FRA
428
Front Row Advisors
California
$661K
PA
429
PFG Advisors
Arizona
$658K +$16K +139 +2%
SIS
430
Sound Income Strategies
Florida
$648K +$87.7K +763 +16%
DA
431
Detalus Advisors
Missouri
$633K -$43.6K -379 -6%
JF
432
JSF Financial
California
$621K +$292K +2,541 +89%
BFP
433
Brewster Financial Planning
New York
$620K -$5.29K -46 -0.8%
WWM
434
Western Wealth Management
Colorado
$612K +$9.31K +81 +2%
Lido Advisors
435
Lido Advisors
California
$607K +$3.68K +32 +0.6%
RP
436
Riverwater Partners
Wisconsin
$599K -$49.9K -434 -8%
MCAI
437
Members Capital Advisors Inc
Wisconsin
$598K
QC
438
Quent Capital
New York
$592K -$9.54K -83 -2%
GVAG
439
Great Valley Advisor Group
Delaware
$587K +$24.4K +212 +4%
UB
440
UMB Bank
Missouri
$582K
EI
441
Ethic Inc
New York
$572K +$572K +4,975 New
SP
442
Symmetry Partners
Connecticut
$568K +$805 +7 +0.1%
RA
443
Regis Acquisition
Colorado
$567K
WFA
444
Wade Financial Advisory
California
$567K -$690 -6 -0.1%
WAM
445
WNY Asset Management
New York
$564K -$32.2K -280 -5%
CFIA
446
Cantor Fitzgerald Investment Advisors
New York
$563K -$177K -1,544 -24%
JC
447
JB Capital
Connecticut
$560K -$39.5M -343,549 -99%
PFA
448
Pettinga Financial Advisors
Indiana
$559K -$39.3K -342 -7%
LLWM
449
Life Line Wealth Management
California
$558K +$85K +739 +18%
TF
450
Theory Financial
Colorado
$557K -$88.9K -773 -14%