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iShares ESG Aware MSCI USA ETF

697 hedge funds and large institutions have $12B invested in iShares ESG Aware MSCI USA ETF in 2023 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 180 increasing their positions, 364 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
697
Holders Change
-7
Holders Change %
-0.99%
% of All Funds
11.16%
Holding in Top 10
63
Holding in Top 10 Change
-42
Holding in Top 10 Change %
-40%
% of All Funds
1.01%
New
68
Increased
180
Reduced
364
Closed
55
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ST
526
Smithfield Trust
Pennsylvania
$331K
GC
527
Grimes & Company
Massachusetts
$329K
SFS
528
Security Financial Services
Indiana
$324K -$211K -2,333 -39%
LOIP
529
Live Oak Investment Partners
Texas
$320K -$300K
EFS
530
Essex Financial Services
Connecticut
$316K +$3.26K +36 +1%
IGWM
531
ICA Group Wealth Management
Colorado
$315K -$709K -7,836 -69%
FA
532
Fiduciary Alliance
South Carolina
$313K +$276K +3,053 +752%
AWA
533
Authentikos Wealth Advisory
California
$311K +$311K +3,670 New
CAMG
534
CWA Asset Management Group
Florida
$307K
WAM
535
WNY Asset Management
New York
$307K +$4.52K +50 +1%
AFP
536
Ausdal Financial Partners
Iowa
$307K -$282K -3,117 -48%
ADIM
537
Alpha DNA Investment Management
Maryland
$305K +$2.71K +30 +0.9%
TCWA
538
Ten Capital Wealth Advisors
Washington
$305K +$1.9K +21 +0.6%
CFO
539
CVA Family Office
Colorado
$302K +$257K +2,845 +578%
PIMG
540
Patriot Investment Management Group
Tennessee
$300K +$1.99K +22 +0.7%
3LCM
541
3D/L Capital Management
Connecticut
$299K -$682K -7,543 -69%
Bank of Nova Scotia
542
Bank of Nova Scotia
Ontario, Canada
$299K
CG
543
Caprock Group
Idaho
$298K -$44.7K -494 -13%
SYBT
544
Stock Yards Bank & Trust
Kentucky
$296K
OPWM
545
Oxinas Partners Wealth Management
Indiana
$296K +$5.07K +56 +2%
CAM
546
Cresset Asset Management
Illinois
$295K -$90.5K -1,000 -23%
PFM
547
Peak Financial Management
Massachusetts
$295K -$37.1K -410 -11%
OPCM
548
Osborne Partners Capital Management
California
$292K +$4.98K +55 +2%
WT
549
Whittier Trust
California
$290K
SA
550
SL Advisors
New Jersey
$289K +$1.54K +17 +0.5%