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iShares ESG Aware MSCI USA ETF

735 hedge funds and large institutions have $10.3B invested in iShares ESG Aware MSCI USA ETF in 2024 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 234 increasing their positions, 307 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
735
Holders Change
-6
Holders Change %
-0.81%
% of All Funds
10.63%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.27%
New
51
Increased
234
Reduced
307
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BWA
501
BCU Wealth Advisors
Illinois
$399K +$1.01K +8 +0.3%
WIM
502
WealthPlan Investment Management
Nebraska
$398K +$1.39K +11 +0.4%
PCH
503
PGIM Custom Harvest
New Jersey
$398K +$108K +852 +37%
AWMNH
504
Arcadia Wealth Management (New Hampshire)
New Hampshire
$387K +$1.39K +11 +0.4%
HTC
505
Haverford Trust Company
Pennsylvania
$382K
LGWM
506
Litman Gregory Wealth Management
California
$382K +$4.42K +35 +1%
PP
507
PDS Planning
Ohio
$375K +$64.7K +513 +21%
ATC
508
Argent Trust Co
Tennessee
$375K -$89.6K -710 -19%
LIA
509
LifePlan Investment Advisors
North Carolina
$370K +$36.3K +288 +11%
WA
510
Wealthstream Advisors
New York
$369K +$1.26K +10 +0.3%
Bank of Nova Scotia
511
Bank of Nova Scotia
Ontario, Canada
$369K
MIA
512
Milestone Investment Advisors
Wisconsin
$363K +$252 +2 +0.1%
CCWM
513
Cassaday & Co Wealth Management
Virginia
$357K +$357K +11,935 New
DWT
514
Dorsey & Whitney Trust
South Dakota
$354K +$354K +2,803 New
SVWAG
515
Sound View Wealth Advisors Group
Georgia
$345K -$468K -3,708 -58%
NL
516
NWAM LLC
Washington
$345K +$345K +2,736 New
FPCP
517
Fort Point Capital Partners
California
$345K
SC
518
Scotia Capital
Ontario, Canada
$343K
WC
519
Weil Company
California
$341K
OP
520
ORG Partners
Indiana
$341K -$758 -6 -0.2%
VWWMG
521
Vermillion & White Wealth Management Group
Pennsylvania
$341K
TW
522
TritonPoint Wealth
Maryland
$337K
CA
523
Clearstead Advisors
Ohio
$335K +$379 +3 +0.1%
BFG
524
Buttonwood Financial Group
Missouri
$334K +$19.3K +153 +6%
VCM
525
Vivaldi Capital Management
Illinois
$334K