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iShares ESG Aware MSCI USA ETF

704 hedge funds and large institutions have $22.1B invested in iShares ESG Aware MSCI USA ETF in 2022 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 187 increasing their positions, 334 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
704
Holders Change
+41
Holders Change %
+6.18%
% of All Funds
11.36%
Holding in Top 10
105
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.25%
% of All Funds
1.69%
New
107
Increased
187
Reduced
334
Closed
52
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OBWP
526
O'Brien Wealth Partners
Massachusetts
$349K -$813K -9,590 -70%
BS
527
Boenning & Scattergood
Pennsylvania
$344K +$25.4K +250 +8%
CWM
528
Castle Wealth Management
Florida
$340K -$36.9K -435 -10%
IAS
529
IMA Advisory Services
Colorado
$339K +$339K +4,000 New
B
530
Bailard
California
$338K
HWM
531
Horizons Wealth Management
North Carolina
$338K -$17.4K -205 -5%
RFN
532
RDA Financial Network
Iowa
$334K -$45.2K -533 -12%
ECM
533
Evergreen Capital Management
Washington
$331K +$7.63K +90 +2%
JIC
534
Johnson Investment Counsel
Ohio
$331K -$3.05K -36 -0.9%
AWA
535
Aaron Wealth Advisors
Illinois
$330K -$117K -1,378 -26%
FPAS
536
Focus Partners Advisor Solutions
Missouri
$328K -$49.3K -582 -13%
GLLW
537
Graves Light Lenhart Wealth
Virginia
$324K -$74.2K -876 -19%
SC
538
Scotia Capital
Ontario, Canada
$323K
ACI
539
Alpha Cubed Investments
California
$323K
CG
540
Caprock Group
Idaho
$321K +$321K +3,785 New
MFG
541
Magnus Financial Group
New York
$319K -$14K -165 -4%
PW
542
Peninsula Wealth
California
$315K -$4.83K -57 -2%
CAAM
543
Cornerstone Advisors Asset Management
Pennsylvania
$312K +$312K +3,681 New
PFM
544
Peak Financial Management
Massachusetts
$311K +$2.46K +29 +0.8%
ST
545
Smithfield Trust
Pennsylvania
$309K
GC
546
Grimes & Company
Massachusetts
$308K +$49.6K +585 +19%
PFA
547
Professional Financial Advisors
Nebraska
$302K +$593 +7 +0.2%
LGWM
548
Litman Gregory Wealth Management
California
$301K
LOIP
549
Live Oak Investment Partners
Texas
$300K
CPWMP
550
Cardinal Point Wealth Management Partners
California
$298K