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iShares ESG Aware MSCI USA ETF

741 hedge funds and large institutions have $10.2B invested in iShares ESG Aware MSCI USA ETF in 2024 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 191 increasing their positions, 370 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
741
Holders Change
+7
Holders Change %
+0.95%
% of All Funds
10.78%
Holding in Top 10
21
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-32.26%
% of All Funds
0.31%
New
60
Increased
191
Reduced
370
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SEIA
576
Signature Estate & Investment Advisors
California
$273K +$273K +2,290 New
WT
577
Whittier Trust
California
$270K
TFM
578
Trademark Financial Management
Minnesota
$268K -$716 -6 -0.3%
MA
579
MONECO Advisors
Connecticut
$261K -$4.18K -35 -2%
SFS
580
Security Financial Services
Indiana
$261K -$10.9K -91 -4%
BA
581
Bellwether Advisors
Nebraska
$259K
PFA
582
Professional Financial Advisors
Nebraska
$258K -$42K -352 -14%
AWA
583
Arkadios Wealth Advisors
Georgia
$256K +$31.1K +261 +14%
SIS
584
Sound Income Strategies
Florida
$255K -$418K -3,507 -62%
BFA
585
Bright Financial Advisors
Michigan
$254K +$254K +2,131 New
AWM
586
Atticus Wealth Management
Florida
$254K -$42.1K -353 -14%
HCM
587
Hudson Capital Management
New Jersey
$254K
NCM
588
Novare Capital Management
North Carolina
$253K +$253K +2,120 New
GFA
589
Gallagher Fiduciary Advisors
Illinois
$252K +$32K +268 +15%
VBFP
590
Valtinson Bruner Financial Planning
Minnesota
$250K -$477 -4 -0.2%
IWS
591
Integrity Wealth Solutions
Colorado
$250K -$7.52K -63 -3%
NSAM
592
North Star Asset Management
Wisconsin
$241K
AWA
593
Amplius Wealth Advisors
Pennsylvania
$240K
PSCM
594
Per Stirling Capital Management
Texas
$239K -$68.4K -573 -22%
PA
595
Pinnacle Associates
New York
$237K
SQA
596
Simon Quick Advisors
New Jersey
$237K -$103K -864 -30%
AAS
597
Annex Advisory Services
Wisconsin
$233K +$597 +5 +0.3%
HCP
598
Holt Capital Partners
Texas
$230K
CCA
599
Criterion Capital Advisors
Tennessee
$230K -$26.5K -222 -10%
ODIJL
600
One Day In July LLC
Vermont
$230K