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iShares ESG Aware MSCI USA ETF

741 hedge funds and large institutions have $10.2B invested in iShares ESG Aware MSCI USA ETF in 2024 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 191 increasing their positions, 370 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
741
Holders Change
+7
Holders Change %
+0.95%
% of All Funds
10.78%
Holding in Top 10
21
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-32.26%
% of All Funds
0.31%
New
60
Increased
191
Reduced
370
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LF
476
Lantz Financial
Illinois
$454K -$2.39K -20 -0.5%
GM
477
GeoWealth Management
Illinois
$450K -$86.3K -723 -16%
S
478
SignatureFD
Georgia
$450K +$27.9K +234 +7%
PFM
479
Peak Financial Management
Massachusetts
$447K -$1.19K -10 -0.3%
MCM
480
MontVue Capital Management
Virginia
$446K
QWM
481
Quadcap Wealth Management
Texas
$444K -$11K -92 -2%
PWA
482
Prairie Wealth Advisors
Nebraska
$441K -$1.12M -9,396 -72%
RWM
483
RKL Wealth Management
Pennsylvania
$440K -$50.6K -424 -10%
MG
484
Mather Group
Illinois
$440K +$63.5K +552 +17%
ATC
485
Argent Trust Co
Tennessee
$439K
GC
486
Grimes & Company
Massachusetts
$428K +$1.07K +9 +0.3%
PAI
487
Pittenger & Anderson Inc
Nebraska
$427K +$13.7K +115 +3%
TF
488
Trek Financial
Arizona
$427K -$53.9K -452 -11%
GWM
489
Gitterman Wealth Management
New Jersey
$426K +$426K +3,568 New
CG
490
Caprock Group
Idaho
$425K
FTDI
491
First Trust Direct Indexing
Massachusetts
$423K -$5.97K -50 -1%
SW
492
Simplicity Wealth
New Jersey
$420K -$131K -1,094 -24%
GLLW
493
Graves Light Lenhart Wealth
Virginia
$418K
CAAM
494
Cornerstone Advisors Asset Management
Pennsylvania
$416K +$1.07K +9 +0.3%
SAS
495
Sage Advisory Services
Texas
$412K -$71.5K -600 -15%
OPWM
496
Oxinas Partners Wealth Management
Indiana
$411K +$2.86K +24 +0.7%
TF
497
Theory Financial
Colorado
$408K -$170K -1,425 -29%
JFG
498
Jefferies Financial Group
New York
$407K +$119K +999 +41%
FNB
499
Farmers National Bank
Kentucky
$404K +$8.71K +73 +2%
CIBC Private Wealth Group
500
CIBC Private Wealth Group
Georgia
$400K -$4.51K -37 -1%