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iShares ESG Aware MSCI USA ETF

697 hedge funds and large institutions have $12B invested in iShares ESG Aware MSCI USA ETF in 2023 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 180 increasing their positions, 364 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
697
Holders Change
-7
Holders Change %
-0.99%
% of All Funds
11.16%
Holding in Top 10
63
Holding in Top 10 Change
-42
Holding in Top 10 Change %
-40%
% of All Funds
1.01%
New
68
Increased
180
Reduced
364
Closed
55
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SF
476
Synovus Financial
Georgia
$435K +$90 +1 +0%
SWP
477
Semus Wealth Partners
Florida
$435K -$371K -4,102 -46%
Barclays
478
Barclays
United Kingdom
$434K +$434K +4,800 New
XF
479
XML Financial
Maryland
$427K
RFP
480
Root Financial Partners
California
$426K +$426K +4,712 New
CA
481
CGN Advisors
Kansas
$425K -$1.99K -22 -0.5%
PFA
482
Pettinga Financial Advisors
Indiana
$424K -$63K -696 -13%
AFO
483
Arrowroot Family Office
California
$421K +$421K +4,653 New
ACI
484
Alpha Cubed Investments
California
$420K +$75.4K +834 +22%
FANJ
485
Financial Architects (New Jersey)
New Jersey
$413K +$905 +10 +0.2%
KFS
486
Kelly Financial Services
Massachusetts
$412K -$781K -8,638 -65%
CA
487
Cambridge Associates
Massachusetts
$411K +$411K +4,544 New
BBA
488
BLB&B Advisors
Pennsylvania
$406K -$39.8K -440 -9%
WC
489
Weil Company
California
$404K -$122K -1,345 -23%
RCG
490
Regatta Capital Group
California
$399K
SAG
491
SageView Advisory Group
California
$393K -$137K -1,520 -26%
CG
492
Colony Group
Massachusetts
$391K -$3.35K -37 -0.8%
RWM
493
RKL Wealth Management
Pennsylvania
$389K -$3.89K -43 -1%
AFG
494
ABLE Financial Group
Arizona
$388K +$388K +4,290 New
HFS
495
Howard Financial Services
Texas
$388K +$1.99K +22 +0.5%
FHC
496
First Heartland Consultants
Missouri
$387K -$984K -10,884 -72%
HWM
497
Hohimer Wealth Management
Washington
$385K -$458K -5,060 -54%
KWM
498
Kingsview Wealth Management
Oregon
$384K -$2.44K -27 -0.6%
RWA
499
Rooted Wealth Advisors
Illinois
$383K -$155K -1,703 -29%
GM
500
GeoWealth Management
Illinois
$382K -$21.4K -237 -5%