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iShares ESG Aware MSCI USA ETF

734 hedge funds and large institutions have $10.4B invested in iShares ESG Aware MSCI USA ETF in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 184 increasing their positions, 384 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
734
Holders Change
-14
Holders Change %
-1.87%
% of All Funds
10.64%
Holding in Top 10
31
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-35.42%
% of All Funds
0.45%
New
66
Increased
184
Reduced
384
Closed
65
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MSFS
451
Main Street Financial Solutions
Pennsylvania
$554K -$25.6K -223 -4%
SF
452
Synovus Financial
Georgia
$554K +$115 +1 +0%
FA
453
Fiduciary Alliance
South Carolina
$545K -$52.8K -460 -9%
FIA
454
Foundations Investment Advisors
Arizona
$532K -$72.2K -628 -12%
SW
455
Simplicity Wealth
New Jersey
$531K -$1.35M -11,759 -72%
MWM
456
Mascoma Wealth Management
New Hampshire
$527K
RFP
457
Root Financial Partners
California
$526K -$33.8K -294 -6%
SFG
458
Sovereign Financial Group
Connecticut
$525K -$627K -5,457 -54%
XF
459
XML Financial
Maryland
$522K +$20.1K +175 +4%
LFA
460
Level Financial Advisors
New York
$520K
SL
461
SWMG LLC
Texas
$518K -$5.19M -45,163 -91%
ACS
462
Archford Capital Strategies
Illinois
$518K -$38.7K -337 -7%
GM
463
GeoWealth Management
Illinois
$517K +$224K +1,951 +77%
UFA
464
US Financial Advisors
Massachusetts
$516K +$115 +1 +0%
HFS
465
Howard Financial Services
Texas
$504K +$2.53K +22 +0.5%
MHR
466
Matthew Hamilton Rosenberg
$504K -$103K -898 -17%
AFG
467
ABLE Financial Group
Arizona
$500K +$9.77K +85 +2%
W
468
WealthCollab
Washington
$496K
TWM
469
Tanager Wealth Management
United Kingdom
$494K
JIC
470
Johnson Investment Counsel
Ohio
$494K -$7.47K -65 -1%
CS
471
Credit Suisse
Switzerland
$493K +$493K +4,292 New
AFG
472
Atomi Financial Group
New York
$493K +$493K +4,287 New
AWMNH
473
Arcadia Wealth Management (New Hampshire)
New Hampshire
$492K +$1.72K +15 +0.4%
OPCM
474
Osborne Partners Capital Management
California
$487K -$46K -400 -9%
USCWA
475
U.S. Capital Wealth Advisors
Texas
$485K -$120K -1,047 -20%