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iShares ESG Aware MSCI USA ETF

663 hedge funds and large institutions have $18.3B invested in iShares ESG Aware MSCI USA ETF in 2022 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 283 increasing their positions, 235 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
663
Holders Change
+5
Holders Change %
+0.76%
% of All Funds
11.46%
Holding in Top 10
112
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+7.69%
% of All Funds
1.94%
New
59
Increased
283
Reduced
235
Closed
46
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FA
551
Fortis Advisors
Pennsylvania
$231K -$4.28K -54 -2%
WT
552
Whittier Trust
California
$227K
SFG
553
Sage Financial Group
Pennsylvania
$225K -$7.94K -100 -3%
SSCA
554
South Shore Capital Advisors
Massachusetts
$225K -$398 -5 -0.2%
VWA
555
VERITY Wealth Advisors
United States
$225K
LWM
556
Laidlaw Wealth Management
New York
$225K +$6.11K +77 +3%
MPW
557
MGO Private Wealth
California
$223K +$223K +2,805 New
VFIC
558
Valley Forge Investment Consultants
Pennsylvania
$221K
NFSG
559
Newbridge Financial Services Group
Florida
$221K
DFA
560
DHK Financial Advisors
New Hampshire
$216K
LC
561
Lindbrook Capital
California
$215K +$3.25K +41 +2%
BSW
562
Buckingham Strategic Wealth
Missouri
$215K +$20.7K +260 +11%
EW
563
Enzi Wealth
Texas
$215K +$215K +2,425 New
TI
564
Trexquant Investment
Connecticut
$213K -$15.4K -194 -7%
VCM
565
Vivaldi Capital Management
Illinois
$213K -$5.15K -64 -2%
FFA
566
Founders Financial Alliance
North Carolina
$211K -$7.87K -99 -4%
HDIM
567
Hanson & Doremus Investment Management
Vermont
$211K
Koshinski Asset Management
568
Koshinski Asset Management
Illinois
$211K +$476 +6 +0.2%
IFS
569
Ifrah Financial Services
Arkansas
$210K +$2.62K +33 +1%
SS
570
Simplicity Solutions
Minnesota
$210K +$210K +2,646 New
MG
571
Mather Group
Illinois
$208K +$208K +2,615 New
JF
572
JSF Financial
California
$208K +$208K +2,624 New
RMC
573
Regis Management Company
California
$204K
Financial Engines Advisors
574
Financial Engines Advisors
California
$202K +$4.75K +60 +2%
WPP
575
Whalerock Point Partners
Rhode Island
$202K +$202K +2,542 New