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iShares ESG Aware MSCI USA ETF

734 hedge funds and large institutions have $10.4B invested in iShares ESG Aware MSCI USA ETF in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 184 increasing their positions, 384 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
734
Holders Change
-14
Holders Change %
-1.87%
% of All Funds
10.64%
Holding in Top 10
31
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-35.42%
% of All Funds
0.45%
New
66
Increased
184
Reduced
384
Closed
65
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
526
Centurion Wealth Management
Virginia
$373K -$71.6K -623 -16%
AAS
527
Ameritas Advisory Services
Nebraska
$371K -$250K -2,188 -40%
CFG
528
Citizens Financial Group
Rhode Island
$370K -$840K -7,309 -69%
TW
529
TritonPoint Wealth
Maryland
$370K -$117K -850 -24%
ICG
530
InterOcean Capital Group
Tennessee
$367K -$42.5K -370 -10%
ECM
531
Evergreen Capital Management
Washington
$367K -$52.9K -460 -13%
MMHP
532
Murphy Middleton Hinkle & Parker
Georgia
$366K
PG
533
Prostatis Group
Maryland
$365K -$1.5K -13 -0.4%
WIM
534
WealthPlan Investment Management
Nebraska
$360K
LIA
535
LifePlan Investment Advisors
North Carolina
$359K -$646K -5,617 -64%
BWA
536
BCU Wealth Advisors
Illinois
$358K -$356K -3,094 -50%
AWM
537
Alterna Wealth Management
Texas
$357K -$132K -1,148 -27%
IW
538
Imprint Wealth
South Carolina
$356K +$356K +3,106 New
CPG
539
Cornerstone Planning Group
New Jersey
$356K -$267K -2,375 -43%
PFS
540
Prospera Financial Services
Texas
$352K +$95.1K +827 +37%
APWA
541
Atlas Private Wealth Advisors
New Jersey
$350K -$353K -3,069 -50%
HTC
542
Haverford Trust Company
Pennsylvania
$348K
MG
543
Mather Group
Illinois
$344K
SW
544
SVB Wealth
Massachusetts
$342K -$342K -2,974 -50%
I
545
INVST
Indiana
$338K -$6.29M -54,783 -95%
CF
546
Centaurus Financial
California
$337K +$18.3K +159 +6%
BFG
547
Buttonwood Financial Group
Missouri
$335K -$5.06K -44 -1%
WA
548
Wealthstream Advisors
New York
$335K +$335K +2,910 New
SQA
549
Simon Quick Advisors
New Jersey
$327K -$53.8K -468 -14%
MIA
550
Milestone Investment Advisors
Wisconsin
$327K +$51.8K +451 +19%