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iShares ESG Aware MSCI USA ETF

649 hedge funds and large institutions have $22.8B invested in iShares ESG Aware MSCI USA ETF in 2022 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 372 increasing their positions, 143 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
649
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
10.27%
Holding in Top 10
111
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.91%
% of All Funds
1.76%
New
65
Increased
372
Reduced
143
Closed
52
Calls
$314K
Puts
Net Calls
+$314K
Net Calls Change
+$314K
Name Holding Trade Value Shares
Change
Shares
Change %
CB
501
Commerce Bank
Missouri
$348K
BS
502
Boenning & Scattergood
Pennsylvania
$344K +$30.4K +300 +10%
HTC
503
Haverford Trust Company
Pennsylvania
$340K +$340K +3,350 New
VWA
504
VERITY Wealth Advisors
United States
$339K +$101 +1 +0%
MWM
505
MBE Wealth Management
Wisconsin
$332K
PFM
506
Peak Financial Management
Massachusetts
$331K +$75.5K +746 +30%
OPCM
507
Osborne Partners Capital Management
California
$327K -$1.52K -15 -0.5%
PPA
508
Parametric Portfolio Associates
Washington
$326K +$16.4K +162 +5%
SLWA
509
San Luis Wealth Advisors
California
$319K
SA
510
SL Advisors
New Jersey
$319K +$1.02K +10 +0.3%
PIMG
511
Patriot Investment Management Group
Tennessee
$319K +$106K +1,047 +50%
OWM
512
Opes Wealth Management
California
$318K +$22.8K +225 +8%
GKWIM
513
Gerber Kawasaki Wealth & Investment Management
California
$312K -$568K -5,615 -65%
MG
514
Mather Group
Illinois
$310K
SSCA
515
South Shore Capital Advisors
Massachusetts
$310K +$4.16K +41 +1%
ODIJL
516
One Day In July LLC
Vermont
$309K
ICP
517
Interchange Capital Partners
Pennsylvania
$309K +$44.5K +440 +17%
SFG
518
SNS Financial Group
Minnesota
$305K +$24.6K +243 +9%
APWA
519
Atlas Private Wealth Advisors
New Jersey
$303K +$609 +6 +0.2%
CRI
520
Colonial River Investments
Virginia
$302K -$1.34M -13,201 -82%
GLA
521
Good Life Advisors
Pennsylvania
$301K -$11.1K -109 -4%
FFA
522
Founders Financial Alliance
North Carolina
$299K +$1.32K +13 +0.4%
TFS
523
Thoroughbred Financial Services
Tennessee
$297K +$202 +2 +0.1%
Comerica Bank
524
Comerica Bank
Texas
$295K +$295K +2,971 New
OC
525
Oppenheimer & Co
New York
$293K +$104K +1,030 +55%