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iShares ESG Aware MSCI USA ETF

511 hedge funds and large institutions have $15.7B invested in iShares ESG Aware MSCI USA ETF in 2021 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 294 increasing their positions, 102 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
511
Holders Change
+24
Holders Change %
+4.93%
% of All Funds
8.92%
Holding in Top 10
77
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.05%
% of All Funds
1.34%
New
61
Increased
294
Reduced
102
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
476
Geneos Wealth Management
Colorado
$56K -$50K -506 -47%
AF
477
Allworth Financial
California
$49K
PWA
478
Phoenix Wealth Advisors
North Carolina
$48K
CB
479
Community Bank
New York
$44K +$8.35K +85 +23%
GA
480
GoalVest Advisory
New York
$44K +$44K +443 New
KTC
481
Kistler-Tiffany Companies
Pennsylvania
$42K +$100 +1 +0.2%
HFA
482
Hoover Financial Advisors
Pennsylvania
$38K
IHWM
483
Iron Horse Wealth Management
Iowa
$34K
EIP
484
Ellis Investment Partners
Pennsylvania
$32K
CT
485
Clearstead Trust
Maine
$27K +$27K +278 New
AssetMark Inc
486
AssetMark Inc
California
$25K
ACA
487
Atlas Capital Advisors
Wyoming
$24.3K
Bank Julius Baer & Co
488
Bank Julius Baer & Co
Switzerland
$24K -$1.18K -12 -5%
HNB
489
Huntington National Bank
Ohio
$23K -$22K
PC
490
Pecaut & Co
Iowa
$23K +$23K +232 New
TRCT
491
Tower Research Capital (TRC)
New York
$20K +$14.6K +148 +269%
LAS
492
Lloyd Advisory Services
Georgia
$20K +$20K +200 New
FCM
493
Firestone Capital Management
Florida
$20K +$20K +201 New
NFSG
494
Newbridge Financial Services Group
Florida
$19K
SSW
495
Smith Shellnut Wilson
Mississippi
$18K +$18K +183 New
JFA
496
JNBA Financial Advisors
Minnesota
$15K
RE
497
RBC Europe
United Kingdom
$14.9K +$7.29K +74 +96%
FPW
498
Flagship Private Wealth
Massachusetts
$13.3K +$100 +1 +0.8%
DWMG
499
DB Wealth Management Group
California
$10K
SWA
500
SOA Wealth Advisors
New York
$9K