ESGU icon

iShares ESG Aware MSCI USA ETF

697 hedge funds and large institutions have $10.6B invested in iShares ESG Aware MSCI USA ETF in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 158 increasing their positions, 369 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
697
Holders Change
-5
Holders Change %
-0.71%
% of All Funds
11.11%
Holding in Top 10
45
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-19.64%
% of All Funds
0.72%
New
57
Increased
158
Reduced
369
Closed
51
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TF
451
Theory Financial
Colorado
$491K +$491K +5,232 New
CWM
452
Cranbrook Wealth Management
Michigan
$491K -$9.58K -102 -2%
MCAI
453
Members Capital Advisors Inc
Wisconsin
$489K
USCWA
454
U.S. Capital Wealth Advisors
Texas
$488K -$43.7K -465 -8%
TWA
455
Talisman Wealth Advisors
New Jersey
$487K -$72.1K -768 -13%
PFA
456
Pettinga Financial Advisors
Indiana
$484K +$44K +468 +10%
UB
457
UMB Bank
Missouri
$475K
MSFS
458
Main Street Financial Solutions
Pennsylvania
$470K -$32.5K -346 -6%
HKIMG
459
Hutchens & Kramer Investment Management Group
Indiana
$456K -$49.1K -523 -10%
SF
460
Synovus Financial
Georgia
$452K -$94 -1 -0%
KA
461
Kure Advisory
Minnesota
$450K +$450K +4,794 New
BHPW
462
Beverly Hills Private Wealth
California
$447K -$529K -5,635 -54%
SWP
463
Strategic Wealth Partners
Ohio
$447K
SQA
464
Simon Quick Advisors
New Jersey
$446K -$89.3K -951 -17%
XF
465
XML Financial
Maryland
$446K +$13.1K +140 +3%
SAG
466
SageView Advisory Group
California
$445K +$45.5K +484 +11%
VWA
467
Visionary Wealth Advisors
Illinois
$442K -$30.8K -328 -7%
KP
468
Keel Point
Alabama
$439K +$439K +4,677 New
BFA
469
Beacon Financial Advisory
Ohio
$436K -$167K -1,774 -28%
UFA
470
US Financial Advisors
Massachusetts
$433K -$33.1K -352 -7%
RFP
471
Root Financial Partners
California
$432K
MWM
472
Mascoma Wealth Management
New Hampshire
$432K
AWM
473
Alterna Wealth Management
Texas
$428K -$648K -6,899 -60%
LFA
474
Level Financial Advisors
New York
$424K -$65.1K -693 -13%
FPAS
475
Focus Partners Advisor Solutions
Missouri
$422K +$46.6K +496 +12%