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iShares ESG Aware MSCI USA ETF

734 hedge funds and large institutions have $10.4B invested in iShares ESG Aware MSCI USA ETF in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 184 increasing their positions, 384 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
734
Holders Change
-14
Holders Change %
-1.87%
% of All Funds
10.64%
Holding in Top 10
31
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-35.42%
% of All Funds
0.45%
New
66
Increased
184
Reduced
384
Closed
65
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KWM
501
Kingsview Wealth Management
Oregon
$417K +$345 +3 +0.1%
FTDI
502
First Trust Direct Indexing
Massachusetts
$413K +$413K +3,591 New
GC
503
Grimes & Company
Massachusetts
$411K -$5.17K -45 -1%
CA
504
CGN Advisors
Kansas
$410K +$71.7K +624 +21%
CG
505
Caprock Group
Idaho
$409K +$20.6K +179 +5%
CCG
506
Catalina Capital Group
California
$409K -$198K -1,723 -33%
NL
507
NWAM LLC
Washington
$407K -$393K -3,455 -49%
S
508
SignatureFD
Georgia
$407K +$25.6K +223 +7%
GLLW
509
Graves Light Lenhart Wealth
Virginia
$402K
CAAM
510
Cornerstone Advisors Asset Management
Pennsylvania
$400K
TWA
511
Talisman Wealth Advisors
New Jersey
$399K +$9.89K +86 +3%
PAI
512
Pittenger & Anderson Inc
Nebraska
$398K +$21K +183 +6%
LGWM
513
Litman Gregory Wealth Management
California
$398K +$7.24K +63 +2%
CAMG
514
CWA Asset Management Group
Florida
$394K +$3.91K +34 +1%
WC
515
Weil Company
California
$393K
OPWM
516
Oxinas Partners Wealth Management
Indiana
$393K +$3.45K +30 +0.9%
HWM
517
Horizons Wealth Management
North Carolina
$393K
DWM
518
Destination Wealth Management
California
$392K +$1.61K +14 +0.4%
AWA
519
ARQ Wealth Advisors
Arizona
$387K +$16K +139 +4%
HPC
520
Hobart Private Capital
North Carolina
$385K -$52.8K -459 -12%
CIBC Private Wealth Group
521
CIBC Private Wealth Group
Georgia
$381K
FNB
522
Farmers National Bank
Kentucky
$381K +$49K +426 +15%
BWS
523
Buck Wealth Strategies
Colorado
$380K +$380K +3,308 New
Bank of Nova Scotia
524
Bank of Nova Scotia
Ontario, Canada
$380K
SYBT
525
Stock Yards Bank & Trust
Kentucky
$376K