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iShares ESG Aware MSCI USA ETF

697 hedge funds and large institutions have $10.6B invested in iShares ESG Aware MSCI USA ETF in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 158 increasing their positions, 369 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
697
Holders Change
-5
Holders Change %
-0.71%
% of All Funds
11.11%
Holding in Top 10
45
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-19.64%
% of All Funds
0.72%
New
57
Increased
158
Reduced
369
Closed
51
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ATC
576
Argent Trust Co
Tennessee
$228K +$228K +2,429 New
ASFA
577
All Season Financial Advisors
Colorado
$225K +$225K +2,398 New
GCP
578
GSA Capital Partners
United Kingdom
$225K +$225K +2,391 New
MIA
579
Milestone Investment Advisors
Wisconsin
$225K
DFA
580
DHK Financial Advisors
New Hampshire
$224K
ACA
581
Aptus Capital Advisors
Alabama
$224K -$23.4K -249 -9%
MA
582
MONECO Advisors
Connecticut
$219K -$6.95K -74 -3%
AWA
583
Arkadios Wealth Advisors
Georgia
$219K +$219K +2,327 New
PFS
584
Prospera Financial Services
Texas
$216K -$10.5K -112 -5%
OPPS
585
Obsidian Personal Planning Solutions
Maryland
$215K -$20.8K -222 -9%
SFC
586
Strategic Financial Concepts
Texas
$212K -$6.2K -66 -3%
RWA
587
Rooted Wealth Advisors
Illinois
$210K -$18.3K -185 -8%
PCH
588
PGIM Custom Harvest
New Jersey
$209K
LWCFA
589
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$207K
FCA
590
Fortis Capital Advisors
Kansas
$207K +$207K +2,206 New
CAI
591
Capital Advisors Inc
Oklahoma
$205K
Financial Engines Advisors
592
Financial Engines Advisors
California
$205K -$85.4K -905 -29%
GFA
593
Gallagher Fiduciary Advisors
Illinois
$203K +$203K +2,165 New
IC
594
IEQ Capital
California
$203K
GM
595
GeoWealth Management
Illinois
$202K -$209K -2,230 -51%
SC
596
Stephens Consulting
Michigan
$202K
SPP
597
Single Point Partners
Massachusetts
$201K
FPCP
598
Fort Point Capital Partners
California
$201K
JFGIW
599
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$196K +$151K +1,604 +339%
TCM
600
TD Capital Management
Tennessee
$190K