ESGU icon

iShares ESG Aware MSCI USA ETF

741 hedge funds and large institutions have $10.2B invested in iShares ESG Aware MSCI USA ETF in 2024 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 191 increasing their positions, 370 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
741
Holders Change
+7
Holders Change %
+0.95%
% of All Funds
10.78%
Holding in Top 10
21
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-32.26%
% of All Funds
0.31%
New
60
Increased
191
Reduced
370
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of Nova Scotia
526
Bank of Nova Scotia
Ontario, Canada
$349K -$45K -377 -11%
WA
527
Wealthstream Advisors
New York
$348K +$835 +7 +0.2%
MIA
528
Milestone Investment Advisors
Wisconsin
$343K +$3.58K +30 +1%
GCP
529
GSA Capital Partners
United Kingdom
$334K +$334K +2,802 New
ST
530
Smithfield Trust
Pennsylvania
$326K
FPCP
531
Fort Point Capital Partners
California
$326K
OC
532
Oppenheimer & Co
New York
$325K +$60K +503 +23%
OP
533
ORG Partners
Indiana
$324K +$324K +2,704 New
SC
534
Scotia Capital
Ontario, Canada
$324K -$135K -1,131 -29%
WC
535
Weil Company
California
$323K -$85.8K -719 -21%
VWWMG
536
Vermillion & White Wealth Management Group
Pennsylvania
$322K +$4.77K +40 +2%
TW
537
TritonPoint Wealth
Maryland
$320K
CA
538
Clearstead Advisors
Ohio
$317K +$317K +2,655 New
VCM
539
Vivaldi Capital Management
Illinois
$316K
LIA
540
LifePlan Investment Advisors
North Carolina
$315K -$56.8K -476 -15%
PIMG
541
Patriot Investment Management Group
Tennessee
$314K -$5.97K -50 -2%
LFA
542
Legacy Financial Advisors
Kentucky
$314K -$1.38M -11,562 -81%
TI
543
Trexquant Investment
Connecticut
$314K +$314K +2,629 New
FTUS
544
Flow Traders U.S.
New York
$312K -$5.48M -45,913 -95%
WFAG
545
Worth Financial Advisory Group
North Carolina
$310K
LWA
546
Lineweaver Wealth Advisors
Ohio
$309K -$10.8M -90,391 -97%
CPRC
547
Consolidated Portfolio Review Corp
New York
$307K +$3.46K +29 +1%
AO
548
Advisor OS
Illinois
$306K +$27.1K +227 +10%
APP
549
Avantax Planning Partners
Iowa
$304K -$5.25K -44 -2%
FMN
550
Financial Management Network
California
$303K +$729 +6 +0.2%