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iShares ESG Aware MSCI USA ETF

735 hedge funds and large institutions have $10.3B invested in iShares ESG Aware MSCI USA ETF in 2024 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 234 increasing their positions, 307 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
735
Holders Change
-6
Holders Change %
-0.81%
% of All Funds
10.63%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.27%
New
51
Increased
234
Reduced
307
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GLLW
476
Graves Light Lenhart Wealth
Virginia
$441K
WSFS
477
Wilmington Savings Fund Society
Delaware
$439K +$439K +3,479 New
SPC
478
Sigma Planning Corp
Michigan
$428K -$59.4K -471 -12%
WHCI
479
W.H. Cornerstone Investments
Massachusetts
$428K -$215K -1,701 -33%
CAAS
480
Capital Asset Advisory Services
Michigan
$426K -$500K -3,970 -54%
OPWM
481
Oxinas Partners Wealth Management
Indiana
$422K -$12.1K -96 -3%
LLWM
482
Life Line Wealth Management
California
$422K +$2.78K +22 +0.7%
PFA
483
Pettinga Financial Advisors
Indiana
$421K -$74.5K -590 -15%
PFS
484
Prospera Financial Services
Texas
$420K +$39.4K +312 +10%
TF
485
Trek Financial
Arizona
$419K -$32.8K -260 -7%
FCH
486
Freestone Capital Holdings
Washington
$418K
CIBC Private Wealth Group
487
CIBC Private Wealth Group
Georgia
$414K
DWM
488
Destination Wealth Management
California
$413K -$4.16K -33 -1%
SYBT
489
Stock Yards Bank & Trust
Kentucky
$412K
SAS
490
Sage Advisory Services
Texas
$412K
AWA
491
ARQ Wealth Advisors
Arizona
$412K -$2.6K -21 -0.6%
C
492
CEDRUS
Colorado
$409K -$81.6K -647 -17%
ECM
493
Evergreen Capital Management
Washington
$406K +$2.65K +21 +0.7%
SW
494
Simplicity Wealth
New Jersey
$406K -$39.1K -310 -9%
CFG
495
Citizens Financial Group
Rhode Island
$406K +$22.7K +180 +6%
AFG
496
ABLE Financial Group
Arizona
$404K
FFA
497
Founders Financial Alliance
North Carolina
$403K -$91.7K -727 -19%
MMHP
498
Murphy Middleton Hinkle & Parker
Georgia
$402K
ST
499
Smithfield Trust
Pennsylvania
$401K +$56.1K +445 +16%
DSN
500
D. Scott Neal
Kentucky
$399K -$13.8K -109 -3%