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iShares ESG Aware MSCI USA ETF

551 hedge funds and large institutions have $18.1B invested in iShares ESG Aware MSCI USA ETF in 2021 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 319 increasing their positions, 90 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
+40
Holders Change %
+7.83%
% of All Funds
9.68%
Holding in Top 10
87
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+12.99%
% of All Funds
1.53%
New
70
Increased
319
Reduced
90
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GI
501
Gradient Investments
Minnesota
$103K +$103K +1,048 New
Bank of Montreal
502
Bank of Montreal
Ontario, Canada
$88K +$28.7K +280 +48%
CAL
503
Capital Analysts LLC
Pennsylvania
$84K
GWM
504
Geneos Wealth Management
Colorado
$76K +$19.8K +200 +35%
CFFP
505
Center for Financial Planning
Michigan
$72K
FP
506
Financial Perspectives
Minnesota
$65K
WLPWM
507
Walled Lake Planning & Wealth Management
Illinois
$64K +$64K +649 New
NC
508
NewSquare Capital
Pennsylvania
$57K -$496 -5 -0.9%
LAS
509
Lloyd Advisory Services
Georgia
$53K +$33.3K +339 +170%
AC
510
Arjuna Capital
North Carolina
$52K -$63.9K -654 -55%
Koshinski Asset Management
511
Koshinski Asset Management
Illinois
$50.4K +$50.4K +512 New
AF
512
Allworth Financial
California
$49K
PWA
513
Phoenix Wealth Advisors
North Carolina
$47K
WT
514
Washington Trust
Rhode Island
$46K +$46K +465 New
CB
515
Community Bank
New York
$44K
KTC
516
Kistler-Tiffany Companies
Pennsylvania
$42K +$198 +2 +0.5%
GKWIM
517
Gerber Kawasaki Wealth & Investment Management
California
$41K -$4.59M -4,594 -99%
SCA
518
Stonebridge Capital Advisors
Minnesota
$34K -$34K -342 -50%
IHWM
519
Iron Horse Wealth Management
Iowa
$34K
EIP
520
Ellis Investment Partners
Pennsylvania
$32K
AP
521
Atwood & Palmer
Missouri
$30K -$33.8K -338 -53%
CT
522
Clearstead Trust
Maine
$27K
BMD
523
Better Money Decisions
New Mexico
$27K +$27K +274 New
AssetMark Inc
524
AssetMark Inc
California
$25K
ACA
525
Atlas Capital Advisors
Wyoming
$24.3K