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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 %
OC
576
Oppenheimer & Co
New York
$201K +$201K +1,865 New
AWM
577
Avior Wealth Management
Nebraska
$195K -$67.6K -627 -26%
MA
578
MUFG Americas
New York
$194K -$1.51K -14 -0.8%
S
579
SignatureFD
Georgia
$167K
SL
580
Savior LLC
Massachusetts
$160K -$3.68K -34 -2%
BA
581
Bellwether Advisors
Nebraska
$150K -$3.76K -35 -2%
TFS
582
TrustCore Financial Services
Tennessee
$146K
EW
583
Element Wealth
Mississippi
$141K
SMA
584
Sage Mountain Advisors
Georgia
$139K +$139K +1,290 New
US Bancorp
585
US Bancorp
Minnesota
$136K +$5.4K +50 +4%
GEA
586
Glen Eagle Advisors
New Jersey
$135K +$3.24K +30 +2%
HNB
587
Huntington National Bank
Ohio
$126K -$23K
AWA
588
Amplius Wealth Advisors
Pennsylvania
$126K +$126K +1,170 New
SPA
589
Shore Point Advisors
New Jersey
$112K +$112K +1,038 New
CAL
590
Capital Analysts LLC
Pennsylvania
$106K +$14.4K +134 +16%
ZIG
591
Zullo Investment Group
Pennsylvania
$103K +$103K +957 New
IWP
592
IAG Wealth Partners
Wisconsin
$96K +$96K +889 New
Bank of Montreal
593
Bank of Montreal
Ontario, Canada
$91K -$2.51K -23 -3%
JFA
594
JNBA Financial Advisors
Minnesota
$89K +$72.8K +674 +449%
SWM
595
Selective Wealth Management
Virginia
$86K +$86K +798 New
GWM
596
Geneos Wealth Management
Colorado
$82K
ACA
597
Atlas Capital Advisors
Wyoming
$76.3K +$49.6K +460 +186%
FP
598
Financial Perspectives
Minnesota
$71.2K
AWA
599
Aquire Wealth Advisors
Utah
$66K +$66K +612 New
CFFP
600
Center for Financial Planning
Michigan
$63K -$15.3K -143 -20%