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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 %
WHCI
426
W.H. Cornerstone Investments
Massachusetts
$608K -$170K -1,420 -22%
QC
427
Quent Capital
New York
$607K -$6.56K -55 -1%
CAM
428
Concorde Asset Management
Michigan
$606K -$171K -1,435 -22%
KWM
429
Kingsview Wealth Management
Oregon
$601K +$168K +1,404 +39%
CAM
430
Cresset Asset Management
Illinois
$592K +$110K +923 +23%
MSFS
431
Main Street Financial Solutions
Pennsylvania
$576K +$1.43K +12 +0.2%
WAM
432
WNY Asset Management
New York
$575K -$10K -84 -2%
SF
433
Synovus Financial
Georgia
$575K +$119 +1 +0%
CW
434
CreativeOne Wealth
Kansas
$573K -$3.01M -25,282 -84%
TWA
435
Talisman Wealth Advisors
New Jersey
$573K +$158K +1,324 +38%
TVM
436
True Vision MN
Minnesota
$572K -$913K -7,655 -61%
KFSC
437
Keystone Financial Services (Colorado)
Colorado
$568K -$261K -2,191 -32%
GVAG
438
Great Valley Advisor Group
Delaware
$561K -$47.1K -395 -8%
FA
439
Fiduciary Alliance
South Carolina
$557K -$14.6K -121 -3%
USCWA
440
U.S. Capital Wealth Advisors
Texas
$553K +$49.9K +418 +10%
EPP
441
ETF Portfolio Partners
Kansas
$547K -$566K -4,747 -51%
IWM
442
IHT Wealth Management
Illinois
$543K +$46.7K +391 +9%
WAP
443
Wealthcare Advisory Partners
Pennsylvania
$543K -$158K -1,327 -23%
AIA
444
Alera Investment Advisors
Illinois
$543K +$543K +4,549 New
XF
445
XML Financial
Maryland
$542K
LFA
446
Level Financial Advisors
New York
$540K
JC
447
JB Capital
Connecticut
$539K -$42K -352 -7%
Bank of Montreal
448
Bank of Montreal
Ontario, Canada
$539K -$2.98M -24,787 -85%
CFIA
449
Cantor Fitzgerald Investment Advisors
New York
$539K -$45.9K -385 -8%
ACS
450
Archford Capital Strategies
Illinois
$538K