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iShares ESG Aware MSCI USA ETF

649 hedge funds and large institutions have $22.8B invested in iShares ESG Aware MSCI USA ETF in 2022 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 372 increasing their positions, 143 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
649
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
10.27%
Holding in Top 10
111
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.91%
% of All Funds
1.76%
New
65
Increased
372
Reduced
143
Closed
52
Calls
$314K
Puts
Net Calls
+$314K
Net Calls Change
+$314K
Name Holding Trade Value Shares
Change
Shares
Change %
Koshinski Asset Management
551
Koshinski Asset Management
Illinois
$241K -$435K -4,291 -64%
SIM
552
Stratos Investment Management
Ohio
$241K +$241K +2,376 New
SFC
553
SYM Financial Corp
Indiana
$240K
DFA
554
DHK Financial Advisors
New Hampshire
$240K
TWP
555
Transparent Wealth Partners
Arkansas
$240K +$240K +2,366 New
NSAM
556
North Star Asset Management
Wisconsin
$239K
CT
557
Clearstead Trust
Maine
$238K +$221K +3,634 +1,307%
VCM
558
Vivaldi Capital Management
Illinois
$237K
PFA
559
Pathway Financial Advisors
Vermont
$235K -$1.01K -10 -0.4%
SFPG
560
Stonebridge Financial Planning Group
Florida
$235K
MA
561
MUFG Americas
New York
$232K +$50.6K +500 +28%
CAMV
562
Concord Asset Management (Virginia)
Virginia
$232K -$121K -1,195 -34%
BCA
563
Bay Colony Advisors
Massachusetts
$231K -$73.2K -722 -24%
HCP
564
Holt Capital Partners
Texas
$226K -$37K -365 -14%
TFS
565
TrustCore Financial Services
Tennessee
$226K +$88.9K +876 +65%
CW
566
Connectus Wealth
Ohio
$226K +$226K +2,094 New
CGL
567
Clarius Group LLC
Washington
$224K
FMN
568
Financial Management Network
California
$223K +$411 +4 +0.2%
USCWA
569
U.S. Capital Wealth Advisors
Texas
$222K +$222K +2,186 New
ETIA
570
Epic Trust Investment Advisors
Washington
$217K -$74.3K -731 -25%
HCM
571
Hudson Capital Management
New Jersey
$215K -$30.4K -300 -12%
LWA
572
Lowe Wealth Advisors
Maryland
$215K
Jones Financial Companies
573
Jones Financial Companies
Missouri
$211K -$46.6K -459 -18%
VPIM
574
Vanguard Personalized Indexing Management
California
$206K +$206K +2,035 New
BFPW
575
BOK Financial Private Wealth
Colorado
$203K -$44.8K -442 -18%