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iShares ESG Aware MSCI USA ETF

734 hedge funds and large institutions have $10.4B invested in iShares ESG Aware MSCI USA ETF in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 184 increasing their positions, 384 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
734
Holders Change
-14
Holders Change %
-1.87%
% of All Funds
10.64%
Holding in Top 10
31
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-35.42%
% of All Funds
0.45%
New
66
Increased
184
Reduced
384
Closed
65
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
576
Atticus Wealth Management
Florida
$285K
MWM
577
MBE Wealth Management
Wisconsin
$284K
PP
578
PDS Planning
Ohio
$284K -$25.8K -224 -8%
PCH
579
PGIM Custom Harvest
New Jersey
$282K +$26K +226 +10%
FMN
580
Financial Management Network
California
$281K +$1.02K +9 +0.4%
JFG
581
Jefferies Financial Group
New York
$278K -$83.3K -725 -23%
SFG
582
Sage Financial Group
Pennsylvania
$276K -$11.5K -100 -4%
BWM
583
BKM Wealth Management
Wisconsin
$275K
EFS
584
Essex Financial Services
Connecticut
$274K -$78.5K -683 -22%
LFA
585
LGT Financial Advisors
Texas
$273K -$23.2K -202 -8%
BJL
586
Brighton Jones LLC
Washington
$272K -$19.4K -169 -7%
AWS
587
Aspen Wealth Strategies
Colorado
$270K +$14.3K +124 +6%
SFC
588
Strategic Financial Concepts
Texas
$269K +$21.7K +189 +9%
AO
589
Advisor OS
Illinois
$269K +$16.4K +143 +7%
RW
590
Rede Wealth
Virginia
$269K -$1.61K -14 -0.6%
WPP
591
Whalerock Point Partners
Rhode Island
$265K -$21.5K -187 -8%
SFS
592
Security Financial Services
Indiana
$262K -$59.2K -515 -18%
WT
593
Whittier Trust
California
$260K +$30.5K +265 +13%
TFM
594
Trademark Financial Management
Minnesota
$259K -$2.76K -24 -1%
SPP
595
Single Point Partners
Massachusetts
$258K +$11.9K +104 +5%
OC
596
Oppenheimer & Co
New York
$256K +$256K +2,223 New
MA
597
MONECO Advisors
Connecticut
$255K +$2.99K +26 +1%
CBFP
598
Cedar Brook Financial Partners
Ohio
$252K +$31.5K +274 +14%
BA
599
Bellwether Advisors
Nebraska
$249K +$249K +2,169 New
IWS
600
Integrity Wealth Solutions
Colorado
$248K -$6.78K -59 -3%