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iShares ESG Aware MSCI USA ETF

663 hedge funds and large institutions have $18.3B invested in iShares ESG Aware MSCI USA ETF in 2022 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 283 increasing their positions, 235 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
663
Holders Change
+5
Holders Change %
+0.76%
% of All Funds
11.46%
Holding in Top 10
112
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+7.69%
% of All Funds
1.94%
New
59
Increased
283
Reduced
235
Closed
46
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SFS
451
Security Financial Services
Indiana
$488K -$31M -390,677 -98%
QC
452
Quent Capital
New York
$487K
EFL
453
ERn Financial LLC
Wisconsin
$481K -$12.1K -152 -2%
RB
454
Renasant Bank
Mississippi
$473K +$473K +5,958 New
M&T Bank
455
M&T Bank
New York
$470K -$293K -3,687 -38%
FRA
456
Front Row Advisors
California
$465K
PFA
457
Pure Financial Advisors
California
$455K -$19.9K -250 -4%
BBA
458
BLB&B Advisors
Pennsylvania
$453K +$85.8K +1,079 +23%
TSS
459
Two Sigma Securities
New York
$444K +$444K +5,587 New
CGL
460
Clarius Group LLC
Washington
$430K -$434K -5,456 -50%
CA
461
Continuum Advisory
Idaho
$425K -$34.3K -431 -7%
AC
462
AlphaCore Capital
California
$421K
AWA
463
Aaron Wealth Advisors
Illinois
$418K +$123K +1,550 +42%
OWM
464
Opes Wealth Management
California
$415K +$100K +1,265 +32%
AWM
465
Accurate Wealth Management
Florida
$415K +$194K +2,384 +88%
LFA
466
Level Financial Advisors
New York
$414K
C
467
CEDRUS
Colorado
$413K -$173K -2,180 -30%
BPA
468
Beacon Pointe Advisors
California
$412K +$41.7K +524 +11%
ACA
469
Aptus Capital Advisors
Alabama
$411K +$29.2K +367 +8%
SAS
470
Sage Advisory Services
Texas
$410K +$410K +5,157 New
BF
471
Brooklyn FI
New York
$408K +$408K +5,138 +102,760%
PP
472
Prosperity Planning
Missouri
$403K -$44.9K -565 -10%
MA
473
MONECO Advisors
Connecticut
$403K -$22.2K -279 -5%
KWM
474
Kingsview Wealth Management
Oregon
$399K -$52.8K -664 -12%
CG
475
Colony Group
Massachusetts
$396K +$44.7K +563 +13%