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iShares ESG Aware MSCI USA ETF

648 hedge funds and large institutions have $22.3B invested in iShares ESG Aware MSCI USA ETF in 2021 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 314 increasing their positions, 117 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
648
Holders Change
+97
Holders Change %
+17.6%
% of All Funds
10.01%
Holding in Top 10
110
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+26.44%
% of All Funds
1.7%
New
142
Increased
314
Reduced
117
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NC
601
NewSquare Capital
Pennsylvania
$62K -$544 -5 -0.9%
RA
602
Rise Advisors
New York
$57.3K +$57.3K +531 New
AC
603
Arjuna Capital
North Carolina
$57K
CCM
604
Chilton Capital Management
Texas
$53K +$53K +491 New
HIA
605
Harbor Investment Advisory
Maryland
$50K +$35.3K +328 +239%
DI
606
Disciplined Investments
Oklahoma
$50K +$50K +459 New
CB
607
Community Bank
New York
$48K
KTC
608
Kistler-Tiffany Companies
Pennsylvania
$46K +$108 +1 +0.2%
LFG
609
Leverty Financial Group
Wisconsin
$42K +$42K +390 New
IHWM
610
Iron Horse Wealth Management
Iowa
$37K
GI
611
Gradient Investments
Minnesota
$35K -$78.9K -726 -69%
EIP
612
Ellis Investment Partners
Pennsylvania
$35K
HR
613
Howe & Rusling
New York
$35K +$35K +322 New
CI
614
Cordant Inc
Oregon
$33K +$33K +308 New
AP
615
Atwood & Palmer
Missouri
$32K
FFWM
616
Future Financial Wealth Management
Ohio
$32K +$32K +298 New
CT
617
Clearstead Trust
Maine
$30K
MWM
618
Mascoma Wealth Management
New Hampshire
$27K +$1.07K +10 +4%
Bank Julius Baer & Co
619
Bank Julius Baer & Co
Switzerland
$27K +$27K +248 New
OA
620
Operose Advisors
Wisconsin
$27K +$27K +250 New
AssetMark Inc
621
AssetMark Inc
California
$26K -$1.61K -15 -6%
BLC
622
Brown, Lisle/Cummings
Rhode Island
$22.6K +$22.6K +209 New
PSB
623
Piscataqua Savings Bank
New Hampshire
$21K
LWM
624
Liberty Wealth Management
California
$20.6K -$17.6M -178,619 Closed
AIC
625
Archer Investment Corporation
Indiana
$12.6K