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iShares ESG Aware MSCI USA ETF

697 hedge funds and large institutions have $12B invested in iShares ESG Aware MSCI USA ETF in 2023 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 180 increasing their positions, 364 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
697
Holders Change
-7
Holders Change %
-0.99%
% of All Funds
11.16%
Holding in Top 10
63
Holding in Top 10 Change
-42
Holding in Top 10 Change %
-40%
% of All Funds
1.01%
New
68
Increased
180
Reduced
364
Closed
55
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PFA
451
Pure Financial Advisors
California
$509K -$102K -1,128 -17%
WFA
452
Wade Financial Advisory
California
$507K -$23.1K -255 -4%
WPW
453
Waldron Private Wealth
Pennsylvania
$506K +$506K +5,595 New
IWM
454
IHT Wealth Management
Illinois
$506K -$469K -5,185 -48%
HPC
455
Hobart Private Capital
North Carolina
$502K -$18.3M -202,778 -97%
SFC
456
SYM Financial Corp
Indiana
$500K
GFPC
457
Global Financial Private Client
Florida
$500K -$56.5K -623 -10%
BIA
458
Bell Investment Advisors
California
$497K +$73.8K +816 +17%
UFA
459
US Financial Advisors
Massachusetts
$493K
WFC
460
Western Financial Corp
California
$490K -$939K -10,382 -66%
VWA
461
Visionary Wealth Advisors
Illinois
$488K -$46.6K -515 -9%
MSFS
462
Main Street Financial Solutions
Pennsylvania
$482K +$226K +2,502 +88%
CWM
463
Cranbrook Wealth Management
Michigan
$482K +$24.4K +270 +5%
TRCT
464
Tower Research Capital (TRC)
New York
$481K -$2.9M -32,028 -86%
VC
465
Veracity Capital
Georgia
$481K -$692K -7,652 -59%
Lido Advisors
466
Lido Advisors
California
$480K -$85.1K -941 -15%
USCWA
467
U.S. Capital Wealth Advisors
Texas
$475K -$94.9K -1,049 -17%
LFA
468
Level Financial Advisors
New York
$471K
C
469
CEDRUS
Colorado
$466K -$267K -2,952 -36%
MWM
470
Mascoma Wealth Management
New Hampshire
$466K
MCA
471
MSH Capital Advisors
Arizona
$459K -$218K -2,408 -32%
GVAG
472
Great Valley Advisor Group
Delaware
$453K +$138K +1,523 +44%
MRC
473
Millburn Ridgefield Corp
New York
$441K +$441K +4,876 New
FPAS
474
Focus Partners Advisor Solutions
Missouri
$438K +$87.4K +966 +25%
PAI
475
Pittenger & Anderson Inc
Nebraska
$438K -$14.1K -156 -3%