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iShares ESG Aware MSCI USA ETF

741 hedge funds and large institutions have $10.2B invested in iShares ESG Aware MSCI USA ETF in 2024 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 191 increasing their positions, 370 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
741
Holders Change
+7
Holders Change %
+0.95%
% of All Funds
10.78%
Holding in Top 10
21
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-32.26%
% of All Funds
0.31%
New
60
Increased
191
Reduced
370
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
501
ARQ Wealth Advisors
Arizona
$399K -$2.74K -23 -0.7%
LLWM
502
Life Line Wealth Management
California
$397K -$182K -1,527 -31%
FCH
503
Freestone Capital Holdings
Washington
$395K +$395K +3,309 New
DWM
504
Destination Wealth Management
California
$395K -$12.1K -101 -3%
CFD
505
Creative Financial Designs
Indiana
$394K -$513K -4,299 -57%
MGP
506
Metis Global Partners
California
$394K -$684K -5,733 -63%
TB
507
Treynor Bancshares
Iowa
$392K -$904K -7,580 -70%
PG
508
Prostatis Group
Maryland
$391K +$12.5K +105 +3%
DSN
509
D. Scott Neal
Kentucky
$391K -$61.2K -513 -14%
SYBT
510
Stock Yards Bank & Trust
Kentucky
$390K
AAS
511
Ameritas Advisory Services
Nebraska
$387K +$358 +3 +0.1%
AFG
512
ABLE Financial Group
Arizona
$382K -$137K -1,148 -26%
ECM
513
Evergreen Capital Management
Washington
$382K +$1.19K +10 +0.3%
MMHP
514
Murphy Middleton Hinkle & Parker
Georgia
$380K
BWA
515
BCU Wealth Advisors
Illinois
$376K +$4.18K +35 +1%
WIM
516
WealthPlan Investment Management
Nebraska
$375K +$954 +8 +0.3%
OSAM
517
O'Shaughnessy Asset Management
Connecticut
$370K +$278K +2,329 +300%
AWM
518
Alterna Wealth Management
Texas
$367K -$2.74K -23 -0.7%
AWMNH
519
Arcadia Wealth Management (New Hampshire)
New Hampshire
$365K -$146K -1,220 -29%
CFG
520
Citizens Financial Group
Rhode Island
$362K -$22.3K -187 -6%
TSS
521
Two Sigma Securities
New York
$362K +$362K +3,034 New
HTC
522
Haverford Trust Company
Pennsylvania
$361K
PFS
523
Prospera Financial Services
Texas
$360K -$5.49K -46 -2%
LGWM
524
Litman Gregory Wealth Management
California
$357K -$55.7K -467 -13%
SW
525
SVB Wealth
Massachusetts
$355K