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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 %
PCA
576
Pallas Capital Advisors
Massachusetts
$201K -$7.08K -86 -3%
SPIO
577
Seven Post Investment Office
California
$201K
CFG
578
Citizens Financial Group
Rhode Island
$200K -$2.87K -36 -1%
SFM
579
Signet Financial Management
New Jersey
$200K
AIM
580
Acropolis Investment Management
Missouri
$191K
S
581
SignatureFD
Georgia
$172K +$49.1K +619 +40%
TCM
582
TD Capital Management
Tennessee
$159K +$159K +1,996 New
LPIC
583
LeJeune Puetz Investment Counsel
Michigan
$151K
LWA
584
Lowe Wealth Advisors
Maryland
$145K -$23.8K -300 -14%
PC
585
Pecaut & Co
Iowa
$138K -$40.6K -511 -23%
GM
586
GeoWealth Management
Illinois
$110K +$97.2K +1,230 +759%
BA
587
Bellwether Advisors
Nebraska
$108K
BIP
588
Blueprint Investment Partners
North Carolina
$107K -$971K -12,263 -90%
ACK
589
Andrew C. Karlinski
$107K +$87.4K +1,099 +447%
OPW
590
Oxler Private Wealth
New York
$105K +$43.4K +504 +70%
AWM
591
Abound Wealth Management
Tennessee
$103K +$103K +1,302 New
SWM
592
Sugarloaf Wealth Management
Georgia
$98K -$190K -2,386 -66%
GIA
593
GHP Investment Advisors
Colorado
$96K
LS
594
Leelyn Smith
Illinois
$91K +$62.5K +787 +220%
FA
595
Flagstar Advisors
New York
$87.2K +$87.2K +1,097 New
HNB
596
Huntington National Bank
Ohio
$82K -$78K
JFGIW
597
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$82K +$82K +1,036 New
SC
598
Siena Capital
Ohio
$79K
ADL
599
Asset Dedication LLC
California
$77K -$17.3K -218 -18%
EWM
600
Endurance Wealth Management
Rhode Island
$76K