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iShares ESG Aware MSCI USA ETF

782 hedge funds and large institutions have $10.9B invested in iShares ESG Aware MSCI USA ETF in 2024 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 234 increasing their positions, 323 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
782
Holders Change
+47
Holders Change %
+6.39%
% of All Funds
10.41%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.32%
New
109
Increased
234
Reduced
323
Closed
50
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FCA
576
Fortis Capital Advisors
Kansas
$305K +$23.5K +190 +8%
AWS
577
Aspen Wealth Strategies
Colorado
$302K
SFC
578
Strategic Financial Concepts
Texas
$302K +$302K +2,342 New
CF
579
Centaurus Financial
California
$301K -$1.16K -9 -0.4%
CAG
580
Csenge Advisory Group
Florida
$301K -$6.31K -49 -2%
Bank of Montreal
581
Bank of Montreal
Ontario, Canada
$299K +$26.2K +203 +10%
WPP
582
Whalerock Point Partners
Rhode Island
$297K
SEIA
583
Signature Estate & Investment Advisors
California
$297K +$902 +7 +0.3%
NFC
584
Northstar Financial Companies
Pennsylvania
$293K +$293K +2,278 New
WT
585
Whittier Trust
California
$292K
RW
586
Rede Wealth
Virginia
$291K -$9.66K -75 -3%
VWM
587
Venturi Wealth Management
Texas
$290K -$12.2K -95 -4%
TFM
588
Trademark Financial Management
Minnesota
$290K
DW30
589
Drucker Wealth 3.0
New Jersey
$288K +$19.7K +153 +7%
WA
590
Waverly Advisors
Alabama
$288K +$55.7K +432 +24%
SFG
591
Sage Financial Group
Pennsylvania
$287K
BA
592
Bellwether Advisors
Nebraska
$286K
QWM
593
Quadcap Wealth Management
Texas
$285K -$181K -1,408 -39%
HWM
594
Horizons Wealth Management
North Carolina
$280K -$18.2K -141 -6%
MWP
595
Moller Wealth Partners
$280K -$7.86K -61 -3%
SIS
596
Sound Income Strategies
Florida
$280K +$4.9K +38 +2%
Jones Financial Companies
597
Jones Financial Companies
Missouri
$277K -$10.8K -84 -4%
NA
598
Novus Advisors
South Carolina
$275K +$275K +2,137 New
BFA
599
Bright Financial Advisors
Michigan
$275K
AWM
600
Atticus Wealth Management
Florida
$274K