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iShares ESG Aware MSCI USA ETF

702 hedge funds and large institutions have $12.8B invested in iShares ESG Aware MSCI USA ETF in 2023 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 226 increasing their positions, 337 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
702
Holders Change
+5
Holders Change %
+0.72%
% of All Funds
11.07%
Holding in Top 10
56
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-11.11%
% of All Funds
0.88%
New
60
Increased
226
Reduced
337
Closed
50
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VCM
576
Vivaldi Capital Management
Illinois
$258K
ACA
577
Aptus Capital Advisors
Alabama
$256K -$5.26K -54 -2%
PP
578
PDS Planning
Ohio
$256K -$780 -8 -0.3%
LFAS
579
Level Four Advisory Services
Texas
$256K +$256K +2,625 New
ACP
580
Aveo Capital Partners
Colorado
$253K -$29.3K -301 -10%
US Bancorp
581
US Bancorp
Minnesota
$252K +$15.4K +158 +7%
CPRC
582
Consolidated Portfolio Review Corp
New York
$248K +$7.7K +79 +3%
SPIO
583
Seven Post Investment Office
California
$247K
OPPS
584
Obsidian Personal Planning Solutions
Maryland
$244K +$244K +2,508 New
SFG
585
Sage Financial Group
Pennsylvania
$244K -$10.3K -106 -4%
WPP
586
Whalerock Point Partners
Rhode Island
$243K
LL
587
LWMG LLC
Minnesota
$243K -$61.6K -632 -20%
AWM
588
Atticus Wealth Management
Florida
$242K +$242K +2,479 New
MWM
589
MBE Wealth Management
Wisconsin
$241K
RW
590
Rede Wealth
Virginia
$241K
FMN
591
Financial Management Network
California
$240K +$781 +8 +0.3%
VT
592
Vise Technologies
New York
$239K -$62.9K -645 -21%
TP
593
Tranquility Partners
Tennessee
$239K
PFS
594
Prospera Financial Services
Texas
$235K +$235K +2,412 New
MA
595
MONECO Advisors
Connecticut
$235K -$62.8K -644 -21%
MIA
596
Milestone Investment Advisors
Wisconsin
$233K -$9.75K -100 -4%
CAS
597
Coppell Advisory Solutions
Texas
$232K +$232K +2,413 New
DFA
598
DHK Financial Advisors
New Hampshire
$232K +$682 +7 +0.3%
SFC
599
Strategic Financial Concepts
Texas
$226K +$97 +1 +0%
PFA
600
Pathway Financial Advisors
Vermont
$226K