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iShares ESG Aware MSCI USA ETF

702 hedge funds and large institutions have $12.8B invested in iShares ESG Aware MSCI USA ETF in 2023 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 226 increasing their positions, 337 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
702
Holders Change
+5
Holders Change %
+0.72%
% of All Funds
11.07%
Holding in Top 10
56
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-11.11%
% of All Funds
0.88%
New
60
Increased
226
Reduced
337
Closed
50
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TWM
501
Tanager Wealth Management
United Kingdom
$392K
PFM
502
Peak Financial Management
Massachusetts
$391K +$73.2K +751 +23%
HWM
503
Horizons Wealth Management
North Carolina
$390K -$4.17K -43 -1%
FPAS
504
Focus Partners Advisor Solutions
Missouri
$389K -$82.3K -844 -17%
B
505
Bailard
California
$389K
CA
506
CGN Advisors
Kansas
$388K -$70.2K -720 -15%
OLVIG
507
Oliver Lagore Vanvalin Investment Group
Michigan
$388K -$14.9K -153 -4%
VC
508
Veracity Capital
Georgia
$386K -$132K -1,351 -25%
CAM
509
Cresset Asset Management
Illinois
$384K +$66.2K +679 +21%
CWM
510
Castle Wealth Management
Florida
$382K
JIC
511
Johnson Investment Counsel
Ohio
$381K
WC
512
Weil Company
California
$377K -$59.2K -607 -14%
KFS
513
Kelly Financial Services
Massachusetts
$377K -$67.8K -696 -15%
KWM
514
Kingsview Wealth Management
Oregon
$375K -$38.7K -397 -9%
CPCM
515
Cardinal Point Capital Management
Ontario, Canada
$375K
GLLW
516
Graves Light Lenhart Wealth
Virginia
$373K
LA
517
LexAurum Advisors
Kansas
$372K +$8.67K +89 +2%
SC
518
Scotia Capital
Ontario, Canada
$371K
ACI
519
Alpha Cubed Investments
California
$371K -$81.3K -834 -18%
FANJ
520
Financial Architects (New Jersey)
New Jersey
$369K -$76K -780 -17%
DSN
521
D. Scott Neal
Kentucky
$369K +$369K +3,787 New
KIG
522
Kowal Investment Group
Wisconsin
$366K -$188K -1,930 -34%
MIS
523
Morningstar Investment Services
Illinois
$366K +$366K +3,804 New
PW
524
Peninsula Wealth
California
$365K +$1.17K +12 +0.3%
KWA
525
Kingswood Wealth Advisors
California
$363K +$363K +3,725 New