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iShares ESG Aware MSCI USA ETF

697 hedge funds and large institutions have $12B invested in iShares ESG Aware MSCI USA ETF in 2023 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 180 increasing their positions, 364 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
697
Holders Change
-7
Holders Change %
-0.99%
% of All Funds
11.16%
Holding in Top 10
63
Holding in Top 10 Change
-42
Holding in Top 10 Change %
-40%
% of All Funds
1.01%
New
68
Increased
180
Reduced
364
Closed
55
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ICG
551
InterOcean Capital Group
Tennessee
$288K +$288K +3,189 New
MMHP
552
Murphy Middleton Hinkle & Parker
Georgia
$288K +$288K +3,184 New
VBFP
553
Valtinson Bruner Financial Planning
Minnesota
$283K -$16.8K -186 -6%
LL
554
LWMG LLC
Minnesota
$283K -$355K -3,929 -56%
VT
555
Vise Technologies
New York
$280K +$280K +3,101 New
TIM
556
Tortoise Investment Management
New York
$280K
GFA
557
Gallagher Fiduciary Advisors
Illinois
$280K +$280K +3,100 New
PPW
558
Presilium Private Wealth
Pennsylvania
$278K +$5.61K +62 +2%
MA
559
MONECO Advisors
Connecticut
$276K -$41.6K -460 -13%
TA
560
TrueWealth Advisors
Alabama
$274K -$517K -5,718 -65%
APWA
561
Atlas Private Wealth Advisors
New Jersey
$273K +$905 +10 +0.3%
LF
562
Lee Financial
Texas
$271K
MWM
563
Modera Wealth Management
New Jersey
$271K
WFAG
564
Worth Financial Advisory Group
North Carolina
$267K
TFS
565
Thoroughbred Financial Services
Tennessee
$266K +$271 +3 +0.1%
ACP
566
Aveo Capital Partners
Colorado
$262K -$338K -3,733 -56%
WP
567
WealthSpring Partners
California
$262K -$209K -2,308 -44%
AA
568
Advisory Alpha
Michigan
$261K +$14.4K +159 +6%
TSS
569
Two Sigma Securities
New York
$259K -$44.9K -496 -15%
EWS
570
Evergreen Wealth Solutions
Pennsylvania
$256K +$256K +2,835 New
JSL
571
JT Stratford LLC
Georgia
$256K -$495K -5,470 -66%
NFSG
572
Newbridge Financial Services Group
Florida
$253K +$452 +5 +0.2%
BSW
573
Buckingham Strategic Wealth
Missouri
$250K
LWM
574
Laidlaw Wealth Management
New York
$250K -$6.97K -77 -3%
JF
575
JSF Financial
California
$248K -$1.45K -16 -0.6%