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iShares ESG Aware MSCI USA ETF

734 hedge funds and large institutions have $10.4B invested in iShares ESG Aware MSCI USA ETF in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 184 increasing their positions, 384 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
734
Holders Change
-14
Holders Change %
-1.87%
% of All Funds
10.64%
Holding in Top 10
31
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-35.42%
% of All Funds
0.45%
New
66
Increased
184
Reduced
384
Closed
65
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HWA
476
Hilltop Wealth Advisors
North Carolina
$480K -$40.9K -356 -8%
IWM
477
IHT Wealth Management
Illinois
$479K -$192K -1,669 -29%
BAAM
478
Baker Avenue Asset Management
California
$477K -$6.09K -53 -1%
SPWG
479
Syntegra Private Wealth Group
Missouri
$475K -$98.9K -860 -17%
RWM
480
RKL Wealth Management
Pennsylvania
$473K -$22.1K -192 -4%
C
481
CEDRUS
Colorado
$471K -$8.62K -75 -2%
SAS
482
Sage Advisory Services
Texas
$466K +$690 +6 +0.1%
VWA
483
Visionary Wealth Advisors
Illinois
$466K -$2.18K -19 -0.5%
GAA
484
Global Assets Advisory
Florida
$465K +$465K +30,881 New
CAM
485
Cresset Asset Management
Illinois
$464K +$20.7K +180 +5%
TF
486
Trek Financial
Arizona
$463K -$3.26M -28,381 -88%
CB
487
Commerce Bank
Missouri
$462K -$158K -1,378 -26%
B
488
Bailard
California
$459K
EWA
489
EverSource Wealth Advisors
Alabama
$452K -$274K -2,483 -38%
FFA
490
Founders Financial Alliance
North Carolina
$451K +$164K +1,423 +57%
SC
491
Scotia Capital
Ontario, Canada
$442K
LF
492
Lantz Financial
Illinois
$440K -$1.72M -14,943 -80%
QWM
493
Quadcap Wealth Management
Texas
$438K -$143K -1,241 -25%
ACI
494
Alpha Cubed Investments
California
$438K
DSN
495
D. Scott Neal
Kentucky
$435K
PFM
496
Peak Financial Management
Massachusetts
$432K +$6.44K +56 +2%
BAM
497
Belpointe Asset Management
Nevada
$431K -$182K -1,586 -30%
MCM
498
MontVue Capital Management
Virginia
$429K
ATC
499
Argent Trust Co
Tennessee
$423K
Vanguard Group
500
Vanguard Group
Pennsylvania
$421K +$421K +3,665 New