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iShares ESG Aware MSCI USA ETF

735 hedge funds and large institutions have $10.3B invested in iShares ESG Aware MSCI USA ETF in 2024 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 234 increasing their positions, 307 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
735
Holders Change
-6
Holders Change %
-0.81%
% of All Funds
10.63%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.27%
New
51
Increased
234
Reduced
307
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
S
451
SignatureFD
Georgia
$513K +$37.5K +297 +8%
HWA
452
Hilltop Wealth Advisors
North Carolina
$513K
CB
453
Commerce Bank
Missouri
$507K
BAAM
454
Baker Avenue Asset Management
California
$506K -$631 -5 -0.1%
B
455
Bailard
California
$503K
VWA
456
Visionary Wealth Advisors
Illinois
$503K +$505 +4 +0.1%
JIC
457
Johnson Investment Counsel
Ohio
$495K
OSAM
458
O'Shaughnessy Asset Management
Connecticut
$493K +$93.6K +729 +23%
RDWM
459
Red Door Wealth Management
Tennessee
$492K +$492K +3,901 New
ACI
460
Alpha Cubed Investments
California
$481K
TF
461
Theory Financial
Colorado
$479K +$52.5K +421 +12%
LF
462
Lantz Financial
Illinois
$473K -$7.82K -62 -2%
PFM
463
Peak Financial Management
Massachusetts
$472K
MCM
464
MontVue Capital Management
Virginia
$471K -$505 -4 -0.1%
UFA
465
US Financial Advisors
Massachusetts
$469K -$61.1K -484 -12%
RWM
466
RKL Wealth Management
Pennsylvania
$467K +$1.64K +13 +0.4%
MCC
467
Maiden Cove Capital
Maine
$467K -$287K -2,278 -38%
MG
468
Mather Group
Illinois
$463K -$20.2K -160 -4%
TB
469
Treynor Bancshares
Iowa
$461K +$46.4K +368 +11%
QWM
470
Quadcap Wealth Management
Texas
$457K -$12.4K -98 -3%
JFG
471
Jefferies Financial Group
New York
$455K +$23.8K +189 +6%
GC
472
Grimes & Company
Massachusetts
$454K +$1.51K +12 +0.3%
PAI
473
Pittenger & Anderson Inc
Nebraska
$452K
CG
474
Caprock Group
Idaho
$449K
CAAM
475
Cornerstone Advisors Asset Management
Pennsylvania
$442K +$1.51K +12 +0.3%