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iShares ESG Aware MSCI USA ETF

663 hedge funds and large institutions have $18.3B invested in iShares ESG Aware MSCI USA ETF in 2022 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 283 increasing their positions, 235 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
663
Holders Change
+5
Holders Change %
+0.76%
% of All Funds
11.46%
Holding in Top 10
112
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+7.69%
% of All Funds
1.94%
New
59
Increased
283
Reduced
235
Closed
46
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JIC
501
Johnson Investment Counsel
Ohio
$313K -$280K -3,523 -47%
MFG
502
Magnus Financial Group
New York
$312K -$39.1K -492 -11%
MPWT
503
MassMutual Private Wealth & Trust
Connecticut
$308K -$20.2K -254 -6%
Lido Advisors
504
Lido Advisors
California
$308K
SC
505
Scotia Capital
Ontario, Canada
$303K
ECM
506
Evergreen Capital Management
Washington
$303K +$30.9K +390 +11%
ACI
507
Alpha Cubed Investments
California
$302K -$2.7K -34 -0.9%
PW
508
Peninsula Wealth
California
$300K +$1.91K +24 +0.6%
1WA
509
180 Wealth Advisors
Washington
$298K -$4.53K -57 -1%
BFPW
510
BOK Financial Private Wealth
Colorado
$297K -$341K -4,290 -53%
MWM
511
Mascoma Wealth Management
New Hampshire
$297K +$9.46K +119 +3%
DWM
512
Destination Wealth Management
California
$292K +$47.3K +596 +19%
VWA
513
V Wealth Advisors
Kansas
$291K -$233K -2,931 -44%
CWP
514
Concord Wealth Partners
Virginia
$291K -$133K -1,675 -31%
ST
515
Smithfield Trust
Pennsylvania
$291K +$291K +3,660 New
CF
516
Cantor Fitzgerald
New York
$290K +$3.65K +46 +1%
PFM
517
Peak Financial Management
Massachusetts
$289K -$6.99K -88 -2%
CPWMP
518
Cardinal Point Wealth Management Partners
California
$283K +$7.25K +90 +3%
PFA
519
Professional Financial Advisors
Nebraska
$282K -$14.7K -185 -5%
LGWM
520
Litman Gregory Wealth Management
California
$282K
US Bancorp
521
US Bancorp
Minnesota
$280K +$72.1K +908 +35%
GC
522
Garde Capital
Washington
$278K -$381K -4,795 -58%
AWA
523
Arkadios Wealth Advisors
Georgia
$277K +$65.2K +819 +31%
ADIM
524
Alpha DNA Investment Management
Maryland
$276K -$110K -1,384 -28%
GVAG
525
Great Valley Advisor Group
Delaware
$275K -$24.1K -304 -8%