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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 %
SPIO
551
Seven Post Investment Office
California
$302K
HKIMG
552
Hutchens & Kramer Investment Management Group
Indiana
$302K -$17.6K -147 -6%
BJL
553
Brighton Jones LLC
Washington
$299K +$17.4K +146 +6%
BFG
554
Buttonwood Financial Group
Missouri
$299K -$49.6K -415 -14%
WPW
555
Waldron Private Wealth
Pennsylvania
$298K -$12.1K -101 -4%
PCS
556
Private Client Services
Kentucky
$295K -$835 -7 -0.3%
MWM
557
MBE Wealth Management
Wisconsin
$295K
PP
558
PDS Planning
Ohio
$294K -$1.19K -10 -0.4%
CAG
559
Csenge Advisory Group
Florida
$289K -$1.86M -15,579 -87%
AWS
560
Aspen Wealth Strategies
Colorado
$287K
BWM
561
BKM Wealth Management
Wisconsin
$285K
BFA
562
Beacon Financial Advisory
Ohio
$285K +$77K +645 +37%
CF
563
Centaurus Financial
California
$284K -$66.5K -556 -19%
CAS
564
Coppell Advisory Solutions
Texas
$283K +$283K +2,373 New
SPP
565
Single Point Partners
Massachusetts
$282K +$13.6K +114 +5%
VWM
566
Venturi Wealth Management
Texas
$281K -$23.9K -200 -8%
MHS
567
M Holdings Securities
Oregon
$281K +$281K +2,353 New
SFC
568
Strategic Financial Concepts
Texas
$280K +$358 +3 +0.1%
RW
569
Rede Wealth
Virginia
$279K
HWM
570
Horizons Wealth Management
North Carolina
$279K -$172K -1,427 -38%
EFS
571
Essex Financial Services
Connecticut
$278K +$117 +1 +0%
QCM
572
QRG Capital Management
Illinois
$277K +$55.8K +468 +25%
WPP
573
Whalerock Point Partners
Rhode Island
$275K
PCH
574
PGIM Custom Harvest
New Jersey
$274K -$17.9K -150 -6%
SFG
575
Sage Financial Group
Pennsylvania
$274K -$11.9K -100 -4%