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iShares ESG Aware MSCI USA ETF

697 hedge funds and large institutions have $12B invested in iShares ESG Aware MSCI USA ETF in 2023 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 180 increasing their positions, 364 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
697
Holders Change
-7
Holders Change %
-0.99%
% of All Funds
11.16%
Holding in Top 10
63
Holding in Top 10 Change
-42
Holding in Top 10 Change %
-40%
% of All Funds
1.01%
New
68
Increased
180
Reduced
364
Closed
55
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DWM
501
Destination Wealth Management
California
$380K +$380K +4,203 New
OLVIG
502
Oliver Lagore Vanvalin Investment Group
Michigan
$374K -$602K -6,656 -62%
MC
503
Moors & Cabot
Massachusetts
$372K -$186K -2,060 -33%
IC
504
IEQ Capital
California
$371K +$371K +4,099 New
Wolverine Trading
505
Wolverine Trading
Illinois
$370K +$370K +4,149 New
HWM
506
Horizons Wealth Management
North Carolina
$367K +$7.33K +81 +2%
TI
507
Trexquant Investment
Connecticut
$365K +$365K +4,035 New
TWM
508
Tanager Wealth Management
United Kingdom
$364K +$55.9K +618 +18%
BAAM
509
Baker Avenue Asset Management
California
$362K -$30K -332 -8%
B
510
Bailard
California
$361K
CWM
511
Castle Wealth Management
Florida
$354K -$8.05K -89 -2%
JIC
512
Johnson Investment Counsel
Ohio
$354K
AWA
513
Aaron Wealth Advisors
Illinois
$353K +$1.54K +17 +0.4%
PFA
514
Professional Financial Advisors
Nebraska
$352K -$8.82K -87 -2%
CPWMP
515
Cardinal Point Wealth Management Partners
California
$348K +$29.8K +330 +9%
CPCM
516
Cardinal Point Capital Management
Ontario, Canada
$348K +$29.8K +330 +9%
FCA
517
Fortis Capital Advisors
Kansas
$347K +$83.8K +927 +32%
GLLW
518
Graves Light Lenhart Wealth
Virginia
$346K
SC
519
Scotia Capital
Ontario, Canada
$345K
PW
520
Peninsula Wealth
California
$338K +$1.81K +20 +0.5%
HKIMG
521
Hutchens & Kramer Investment Management Group
Indiana
$337K -$450K -4,977 -57%
LA
522
LexAurum Advisors
Kansas
$337K -$932K -10,304 -73%
JFG
523
Jefferies Financial Group
New York
$335K +$44.5K +492 +15%
ECM
524
Evergreen Capital Management
Washington
$335K -$19K -210 -5%
CAAM
525
Cornerstone Advisors Asset Management
Pennsylvania
$333K