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iShares ESG Aware MSCI USA ETF

748 hedge funds and large institutions have $11.8B invested in iShares ESG Aware MSCI USA ETF in 2023 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 270 increasing their positions, 282 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
748
Holders Change
+51
Holders Change %
+7.32%
% of All Funds
10.96%
Holding in Top 10
48
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.67%
% of All Funds
0.7%
New
105
Increased
270
Reduced
282
Closed
46
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DA
451
Detalus Advisors
Missouri
$617K -$726K -6,922 -54%
IWM
452
IHT Wealth Management
Illinois
$612K +$29K +276 +5%
OP
453
ORG Partners
Indiana
$605K +$572K +5,435 +1,688%
FRA
454
Front Row Advisors
California
$603K
RP
455
Riverwater Partners
Wisconsin
$593K -$124K -1,186 -17%
TF
456
Theory Financial
Colorado
$590K +$40.6K +387 +7%
PA
457
PFG Advisors
Arizona
$586K -$1.45M -13,773 -71%
CPG
458
Cornerstone Planning Group
New Jersey
$581K -$296K -2,825 -34%
SFC
459
SYM Financial Corp
Indiana
$580K
AAS
460
Ameritas Advisory Services
Nebraska
$572K -$321K -3,045 -36%
BFP
461
Brewster Financial Planning
New York
$571K -$33.3K -317 -6%
FIA
462
Foundations Investment Advisors
Arizona
$566K -$452K -4,201 -44%
CB
463
Commerce Bank
Missouri
$566K
FCI
464
Financial Counselors Inc
Kansas
$564K -$354K -3,377 -39%
BAM
465
Belpointe Asset Management
Nevada
$560K -$14.9K -142 -3%
FPAS
466
Focus Partners Advisor Solutions
Missouri
$558K +$86.6K +825 +18%
MHR
467
Matthew Hamilton Rosenberg
$555K -$86.1K -821 -13%
CCG
468
Catalina Capital Group
California
$554K +$554K +5,282 New
USCWA
469
U.S. Capital Wealth Advisors
Texas
$552K +$7.56K +72 +1%
Lido Advisors
470
Lido Advisors
California
$550K
WWM
471
Western Wealth Management
Colorado
$550K +$204K +1,949 +59%
QC
472
Quent Capital
New York
$549K -$47.2K -450 -8%
FA
473
Fiduciary Alliance
South Carolina
$547K -$53.7K -512 -9%
PFA
474
Pettinga Financial Advisors
Indiana
$546K +$5.04K +48 +0.9%
MCAI
475
Members Capital Advisors Inc
Wisconsin
$546K