ESGU icon

iShares ESG Aware MSCI USA ETF

702 hedge funds and large institutions have $12.8B invested in iShares ESG Aware MSCI USA ETF in 2023 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 226 increasing their positions, 337 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
702
Holders Change
+5
Holders Change %
+0.72%
% of All Funds
11.07%
Holding in Top 10
56
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-11.11%
% of All Funds
0.88%
New
60
Increased
226
Reduced
337
Closed
50
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AFG
476
ABLE Financial Group
Arizona
$493K +$74.6K +765 +18%
PFA
477
Pure Financial Advisors
California
$491K -$57.8K -593 -11%
VWA
478
Visionary Wealth Advisors
Illinois
$491K -$35K -359 -7%
UFA
479
US Financial Advisors
Massachusetts
$484K -$47.3K -485 -9%
SFI
480
SPC Financial Inc
Maryland
$477K +$477K +4,899 New
SF
481
Synovus Financial
Georgia
$469K
SWP
482
Strategic Wealth Partners
Ohio
$463K -$162K -1,658 -26%
IWM
483
IHT Wealth Management
Illinois
$461K -$84.2K -864 -15%
PFA
484
Pettinga Financial Advisors
Indiana
$457K +$682 +7 +0.1%
MWM
485
Mascoma Wealth Management
New Hampshire
$454K -$49.1K -497 -10%
XF
486
XML Financial
Maryland
$449K -$11.1K -114 -2%
RFP
487
Root Financial Partners
California
$448K -$10.8K -111 -2%
C
488
CEDRUS
Colorado
$432K -$71K -728 -14%
PAI
489
Pittenger & Anderson Inc
Nebraska
$428K -$43.4K -445 -9%
GM
490
GeoWealth Management
Illinois
$427K +$15.6K +160 +4%
AWMNH
491
Arcadia Wealth Management (New Hampshire)
New Hampshire
$420K -$1.89M -19,354 -82%
HFS
492
Howard Financial Services
Texas
$419K +$1.36K +14 +0.3%
RWM
493
RKL Wealth Management
Pennsylvania
$419K -$292 -3 -0.1%
GVAG
494
Great Valley Advisor Group
Delaware
$419K -$70.1K -719 -14%
SAG
495
SageView Advisory Group
California
$415K -$8.87K -91 -2%
SAS
496
Sage Advisory Services
Texas
$409K -$259K -2,660 -39%
MSWMA
497
Market Street Wealth Management Advisors
Indiana
$407K -$221K -2,263 -35%
MC
498
Moors & Cabot
Massachusetts
$401K
BAAM
499
Baker Avenue Asset Management
California
$396K +$6.53K +67 +2%
DWM
500
Destination Wealth Management
California
$395K -$14.7K -151 -4%