ESGU icon

iShares ESG Aware MSCI USA ETF

702 hedge funds and large institutions have $12.8B invested in iShares ESG Aware MSCI USA ETF in 2023 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 226 increasing their positions, 337 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
702
Holders Change
+5
Holders Change %
+0.72%
% of All Funds
11.07%
Holding in Top 10
56
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-11.11%
% of All Funds
0.88%
New
60
Increased
226
Reduced
337
Closed
50
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JFG
526
Jefferies Financial Group
New York
$363K +$1.85K +19 +0.5%
ECM
527
Evergreen Capital Management
Washington
$360K -$487 -5 -0.1%
FFA
528
Founders Financial Alliance
North Carolina
$355K +$109K +1,122 +45%
LGWM
529
Litman Gregory Wealth Management
California
$354K +$354K +3,633 New
GC
530
Grimes & Company
Massachusetts
$354K
WAM
531
WNY Asset Management
New York
$351K +$20.6K +211 +6%
BAM
532
Belpointe Asset Management
Nevada
$348K -$2.8M -28,709 -89%
PG
533
Prostatis Group
Maryland
$345K +$345K +3,538 New
GKWIM
534
Gerber Kawasaki Wealth & Investment Management
California
$345K -$624K -6,402 -64%
LOIP
535
Live Oak Investment Partners
Texas
$345K -$320K
MCA
536
MSH Capital Advisors
Arizona
$342K -$152K -1,563 -31%
SFS
537
Security Financial Services
Indiana
$341K -$7.41K -76 -2%
CAMG
538
CWA Asset Management Group
Florida
$331K
BFG
539
Buttonwood Financial Group
Missouri
$329K -$303K -3,027 -48%
PIMG
540
Patriot Investment Management Group
Tennessee
$325K +$1.66K +17 +0.5%
Bank of Nova Scotia
541
Bank of Nova Scotia
Ontario, Canada
$322K -$97 -1 -0%
OPCM
542
Osborne Partners Capital Management
California
$321K +$6.82K +70 +2%
CG
543
Caprock Group
Idaho
$321K
TFS
544
Thoroughbred Financial Services
Tennessee
$320K +$33.3K +342 +12%
SYBT
545
Stock Yards Bank & Trust
Kentucky
$319K
PFA
546
Pinnacle Family Advisors
Missouri
$316K -$570K -5,844 -64%
TCWA
547
Ten Capital Wealth Advisors
Washington
$314K -$13.7K -141 -4%
WT
548
Whittier Trust
California
$312K
VPP
549
Vertex Planning Partners
Illinois
$312K -$297K -3,043 -49%
ICG
550
InterOcean Capital Group
Tennessee
$311K