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iShares ESG Aware MSCI USA ETF

648 hedge funds and large institutions have $22.3B invested in iShares ESG Aware MSCI USA ETF in 2021 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 314 increasing their positions, 117 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
648
Holders Change
+97
Holders Change %
+17.6%
% of All Funds
10.01%
Holding in Top 10
110
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+26.44%
% of All Funds
1.7%
New
142
Increased
314
Reduced
117
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DFA
551
DHK Financial Advisors
New Hampshire
$255K +$255K +2,366 New
NSAM
552
North Star Asset Management
Wisconsin
$254K -$14.6K -135 -5%
Deutsche Bank
553
Deutsche Bank
Germany
$249K
MOS
554
MGO One Seven
Ohio
$249K +$10.4K +96 +4%
FA
555
Fortis Advisors
Pennsylvania
$246K -$81K -751 -25%
AIM
556
Acropolis Investment Management
Missouri
$238K +$8.42K +78 +4%
BPA
557
Beacon Pointe Advisors
California
$237K -$25.4K -236 -10%
PFA
558
Pathway Financial Advisors
Vermont
$237K +$237K +2,333 New
FMN
559
Financial Management Network
California
$235K +$325 +3 +0.1%
SFM
560
Signet Financial Management
New Jersey
$234K +$11.5K +107 +5%
BCMO
561
Buckingham Capital Management (Ohio)
Ohio
$232K -$1.4K -13 -0.6%
SFPG
562
Stonebridge Financial Planning Group
Florida
$230K
LWA
563
Lowe Wealth Advisors
Maryland
$229K
FPAS
564
Focus Partners Advisor Solutions
Missouri
$228K +$228K +2,110 New
PIMG
565
Patriot Investment Management Group
Tennessee
$227K -$4.64K -43 -2%
CGL
566
Clarius Group LLC
Washington
$224K +$224K +2,076 New
CCM
567
Crabel Capital Management
California
$223K +$223K +2,067 New
MWM
568
Mattern Wealth Management
Kansas
$219K -$95.4K -886 -30%
WWA
569
WC Walker & Associates
California
$217K +$217K +2,070 New
CW
570
Cook Wealth
North Carolina
$216K +$216K +2,140 New
PA
571
Pinnacle Associates
New York
$214K +$214K +1,987 New
TCM
572
TD Capital Management
Tennessee
$213K +$647 +6 +0.3%
AWM
573
Accurate Wealth Management
Florida
$211K
II
574
Inspire Investing
Idaho
$206K +$206K +1,912 New
LPIC
575
LeJeune Puetz Investment Counsel
Michigan
$205K