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iShares ESG Aware MSCI USA ETF

741 hedge funds and large institutions have $10.2B invested in iShares ESG Aware MSCI USA ETF in 2024 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 191 increasing their positions, 370 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
741
Holders Change
+7
Holders Change %
+0.95%
% of All Funds
10.78%
Holding in Top 10
21
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-32.26%
% of All Funds
0.31%
New
60
Increased
191
Reduced
370
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HFS
451
Howard Financial Services
Texas
$537K +$14.1K +118 +3%
MWM
452
Mascoma Wealth Management
New Hampshire
$533K -$14.2K -119 -3%
FIA
453
Foundations Investment Advisors
Arizona
$522K -$31K -260 -6%
WFA
454
Wade Financial Advisory
California
$519K -$69.4K -582 -12%
W
455
WealthCollab
Washington
$514K
TWM
456
Tanager Wealth Management
United Kingdom
$513K
RFP
457
Root Financial Partners
California
$506K -$40K -335 -7%
SFG
458
Sovereign Financial Group
Connecticut
$505K -$40.6K -340 -7%
Financial Engines Advisors
459
Financial Engines Advisors
California
$503K +$196K +1,643 +64%
UFA
460
US Financial Advisors
Massachusetts
$502K -$34.4K -288 -6%
CWM
461
Cornerstone Wealth Management
Missouri
$501K -$448K -3,751 -47%
OPCM
462
Osborne Partners Capital Management
California
$499K -$6.56K -55 -1%
HWA
463
Hilltop Wealth Advisors
North Carolina
$485K -$13.1K -110 -3%
CB
464
Commerce Bank
Missouri
$479K
BAAM
465
Baker Avenue Asset Management
California
$479K -$16.6K -139 -3%
Vanguard Group
466
Vanguard Group
Pennsylvania
$478K +$40.8K +342 +9%
B
467
Bailard
California
$476K
VWA
468
Visionary Wealth Advisors
Illinois
$475K -$8.35K -70 -2%
SPWG
469
Syntegra Private Wealth Group
Missouri
$473K -$19.7K -165 -4%
JIC
470
Johnson Investment Counsel
Ohio
$468K -$44.1K -370 -9%
PFA
471
Pettinga Financial Advisors
Indiana
$468K -$112K -941 -19%
FFA
472
Founders Financial Alliance
North Carolina
$468K
C
473
CEDRUS
Colorado
$464K -$24.9K -209 -5%
SPC
474
Sigma Planning Corp
Michigan
$461K -$944K -7,915 -67%
ACI
475
Alpha Cubed Investments
California
$454K