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iShares ESG Aware MSCI USA ETF

649 hedge funds and large institutions have $22.8B invested in iShares ESG Aware MSCI USA ETF in 2022 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 372 increasing their positions, 143 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
649
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
10.27%
Holding in Top 10
111
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.91%
% of All Funds
1.76%
New
65
Increased
372
Reduced
143
Closed
52
Calls
$314K
Puts
Net Calls
+$314K
Net Calls Change
+$314K
Name Holding Trade Value Shares
Change
Shares
Change %
IWP
601
IAG Wealth Partners
Wisconsin
$90K
FMII
602
Farmers & Merchants Investments Inc
Nebraska
$82K +$82K +811 New
ACA
603
Atlas Capital Advisors
Wyoming
$71.7K
CFFP
604
Center for Financial Planning
Michigan
$60K
LWA
605
Lenox Wealth Advisors
New York
$59K +$59K +585 New
GWM
606
Geneos Wealth Management
Colorado
$58K -$18.7K -187 -24%
NC
607
NewSquare Capital
Pennsylvania
$58K
HIA
608
Harbor Investment Advisory
Maryland
$55K +$7.99K +79 +17%
RA
609
Rise Advisors
New York
$54K +$203 +2 +0.4%
BCWM
610
Bartlett & Co Wealth Management
Ohio
$47.3K +$47.3K +467 New
DI
611
Disciplined Investments
Oklahoma
$47K
BC
612
Bartlett & Co
Ohio
$47K +$47K +467 New
CB
613
Community Bank
New York
$46K
KTC
614
Kistler-Tiffany Companies
Pennsylvania
$43K +$101 +1 +0.2%
GA
615
GoalVest Advisory
New York
$39K +$39K +385 New
IHWM
616
Iron Horse Wealth Management
Iowa
$35K
HR
617
Howe & Rusling
New York
$35K +$2.52K +25 +8%
EIP
618
Ellis Investment Partners
Pennsylvania
$33K
AWMS
619
Advocacy Wealth Management Services
Georgia
$31K +$31K +304 New
FFWM
620
Future Financial Wealth Management
Ohio
$30K
ACK
621
Andrew C. Karlinski
$25K +$25K +246 New
LSA
622
Lansing Street Advisors
Pennsylvania
$25K +$25K +250 New
CYG
623
Clean Yield Group
Vermont
$23K +$23K +226 New
AssetMark Inc
624
AssetMark Inc
California
$22K -$2.75K -27 -11%
OSAM
625
O'Shaughnessy Asset Management
Connecticut
$22K +$22K +217 New