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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 %
Qube Research & Technologies (QRT)
576
Qube Research & Technologies (QRT)
United Kingdom
$246K +$170K +1,877 +222%
TCMP
577
Thrive Capital Management (Pennsylvania)
Pennsylvania
$245K +$245K +2,754 New
PCS
578
Personal CFO Solutions
New Jersey
$245K -$40.6K -449 -14%
ACA
579
Aptus Capital Advisors
Alabama
$243K -$253K -2,798 -51%
VCM
580
Vivaldi Capital Management
Illinois
$239K
PP
581
PDS Planning
Ohio
$239K -$362 -4 -0.2%
CWM
582
Centurion Wealth Management
Virginia
$236K -$53.1K -587 -18%
SFG
583
Sage Financial Group
Pennsylvania
$236K +$9.59K +106 +4%
AWM
584
Avior Wealth Management
Nebraska
$234K +$154K +1,704 +194%
SPIO
585
Seven Post Investment Office
California
$229K
FFA
586
Founders Financial Alliance
North Carolina
$228K -$4.7K -52 -2%
MIA
587
Milestone Investment Advisors
Wisconsin
$226K
WPP
588
Whalerock Point Partners
Rhode Island
$225K
MWM
589
MBE Wealth Management
Wisconsin
$224K
RW
590
Rede Wealth
Virginia
$223K -$85.2K -942 -28%
CPRC
591
Consolidated Portfolio Review Corp
New York
$223K +$223K +2,463 New
PCA
592
Pallas Capital Advisors
Massachusetts
$222K +$545 +6 +0.2%
TP
593
Tranquility Partners
Tennessee
$222K -$995 -11 -0.4%
MG
594
Mather Group
Illinois
$222K
FMN
595
Financial Management Network
California
$221K -$28.2K -313 -11%
EW
596
Enzi Wealth
Texas
$221K
US Bancorp
597
US Bancorp
Minnesota
$219K -$181K -2,002 -45%
S
598
SignatureFD
Georgia
$218K -$20.6K -228 -9%
AWM
599
Aprio Wealth Management
Georgia
$216K +$216K +2,388 New
CA
600
Crumly & Associates
Illinois
$215K +$215K +2,380 New