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 %
FIA
426
Foundations Investment Advisors
Arizona
$598K +$45.9K +364 +8%
HFS
427
Howard Financial Services
Texas
$594K +$26K +206 +5%
AAS
428
Ameritas Advisory Services
Nebraska
$578K +$168K +1,334 +41%
SPWG
429
Syntegra Private Wealth Group
Missouri
$573K +$72.7K +576 +15%
EI
430
Ethic Inc
New York
$572K +$351K +3,050 +158%
LFA
431
Level Financial Advisors
New York
$571K
CWM
432
Certus Wealth Management
California
$567K -$2.88M -22,860 -84%
USCWA
433
U.S. Capital Wealth Advisors
Texas
$566K -$18.8K -149 -3%
MWM
434
Mascoma Wealth Management
New Hampshire
$564K
BBP
435
Banco BTG Pactual
Brazil
$555K +$555K +4,400 New
SDJVC
436
St. Denis J. Villere & Co
Louisiana
$549K -$101K -800 -16%
WFA
437
Wade Financial Advisory
California
$549K
GVAG
438
Great Valley Advisor Group
Delaware
$546K -$47.7K -378 -8%
W
439
WealthCollab
Washington
$544K
TWM
440
Tanager Wealth Management
United Kingdom
$542K
CFIA
441
Cantor Fitzgerald Investment Advisors
New York
$534K -$35.7K -283 -6%
JC
442
JB Capital
Connecticut
$532K -$38.2K -303 -7%
ACS
443
Archford Capital Strategies
Illinois
$531K -$47.5K -370 -8%
BTWM
444
Baker Tilly Wealth Management
Wisconsin
$525K -$130K -1,033 -20%
CWM
445
Cornerstone Wealth Management
Missouri
$524K -$5.3K -42 -1%
RFP
446
Root Financial Partners
California
$524K -$10.6K -84 -2%
AIA
447
Alera Investment Advisors
Illinois
$523K -$51.2K -406 -9%
CIBC World Market
448
CIBC World Market
Ontario, Canada
$522K -$313K -2,480 -37%
SFG
449
Sovereign Financial Group
Connecticut
$516K -$17.5K -139 -3%
OPCM
450
Osborne Partners Capital Management
California
$514K -$13.2K -105 -3%