ESGU icon

iShares ESG Aware MSCI USA ETF

735 hedge funds and large institutions have $10.3B invested in iShares ESG Aware MSCI USA ETF in 2024 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 234 increasing their positions, 307 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
735
Holders Change
-6
Holders Change %
-0.81%
% of All Funds
10.63%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.27%
New
51
Increased
234
Reduced
307
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VPP
576
Vertex Planning Partners
Illinois
$264K +$22.5K +178 +9%
CWM
577
Centurion Wealth Management
Virginia
$264K +$264K +2,096 New
DW30
578
Drucker Wealth 3.0
New Jersey
$263K +$29.7K +235 +13%
PFA
579
Professional Financial Advisors
Nebraska
$262K -$11K -87 -4%
QCM
580
QRG Capital Management
Illinois
$260K -$32.7K -259 -11%
NSAM
581
North Star Asset Management
Wisconsin
$252K -$3.15K -25 -1%
ODIJL
582
One Day In July LLC
Vermont
$252K +$8.58K +68 +4%
SPAS
583
Spectrum Planning & Advisory Services
California
$248K -$463K -3,669 -65%
AAS
584
Annex Advisory Services
Wisconsin
$247K +$883 +7 +0.4%
MA
585
MJP Associates
Connecticut
$242K +$4.16K +33 +2%
LPAM
586
Lodestar Private Asset Management
California
$241K +$241K +1,913 New
PSCM
587
Per Stirling Capital Management
Texas
$241K -$11.5K -91 -5%
RWP
588
RWA Wealth Partners
Massachusetts
$240K
CFD
589
Creative Financial Designs
Indiana
$239K -$178K -1,410 -43%
AWA
590
Amplius Wealth Advisors
Pennsylvania
$239K -$14.5K -115 -6%
Russell Investments Group
591
Russell Investments Group
United Kingdom
$238K +$235K +1,859 +7,150%
AWA
592
Arkadios Wealth Advisors
Georgia
$236K -$34.5K -273 -13%
GCM
593
Gallacher Capital Management
Colorado
$235K
SL
594
SWMG LLC
Texas
$233K +$12.9K +98 +6%
TWM
595
Tradition Wealth Management
Minnesota
$232K +$252 +2 +0.1%
NS
596
NBC Securities
Alabama
$231K -$8.45K -67 -4%
LWA
597
Lineweaver Wealth Advisors
Ohio
$231K -$95.7K -759 -29%
ECA
598
Elevation Capital Advisory
Oregon
$231K +$231K +1,830 New
KA
599
Klingman & Associates
New York
$230K
CCA
600
Criterion Capital Advisors
Tennessee
$230K