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iShares ESG Aware MSCI USA ETF

663 hedge funds and large institutions have $18.3B invested in iShares ESG Aware MSCI USA ETF in 2022 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 283 increasing their positions, 235 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
663
Holders Change
+5
Holders Change %
+0.76%
% of All Funds
11.46%
Holding in Top 10
112
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+7.69%
% of All Funds
1.94%
New
59
Increased
283
Reduced
235
Closed
46
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ZCA
526
Zeke Capital Advisors
Pennsylvania
$273K
CAMG
527
CWA Asset Management Group
Florida
$270K
TCWA
528
Ten Capital Wealth Advisors
Washington
$266K -$9.92K -125 -4%
VBFP
529
Valtinson Bruner Financial Planning
Minnesota
$265K -$29.3K -369 -10%
Bank of Nova Scotia
530
Bank of Nova Scotia
Ontario, Canada
$262K
SYBT
531
Stock Yards Bank & Trust
Kentucky
$260K +$260K +3,269 New
PIMG
532
Patriot Investment Management Group
Tennessee
$259K -$1.43K -18 -0.5%
OPCM
533
Osborne Partners Capital Management
California
$255K -$1.59K -20 -0.6%
JG
534
Jefferies Group
New York
$255K +$794 +10 +0.3%
PCS
535
Personal CFO Solutions
New Jersey
$253K +$253K +3,191 New
PFA
536
Pathway Financial Advisors
Vermont
$252K +$252K +3,179 New
SA
537
SL Advisors
New Jersey
$251K
BS
538
Boenning & Scattergood
Pennsylvania
$249K -$19.8K -250 -7%
DI
539
DFPG Investments
Utah
$249K +$249K +3,004 New
TIM
540
Tortoise Investment Management
New York
$246K
AWM
541
Avior Wealth Management
Nebraska
$243K +$198K +2,496 +438%
MWM
542
MBE Wealth Management
Wisconsin
$242K
GC
543
Grimes & Company
Massachusetts
$242K +$29.9K +377 +14%
TFS
544
TrustCore Financial Services
Tennessee
$239K +$4.29K +54 +2%
APWA
545
Atlas Private Wealth Advisors
New Jersey
$238K
F
546
F3Logic
Minnesota
$238K +$34.4K +434 +17%
BC
547
Burleson & Co
California
$238K +$238K +3,000 New
TCMP
548
Thrive Capital Management (Pennsylvania)
Pennsylvania
$235K -$148K -1,858 -39%
OC
549
Oppenheimer & Co
New York
$234K -$27.8K -350 -11%
TFS
550
Thoroughbred Financial Services
Tennessee
$233K +$158 +2 +0.1%