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iShares ESG Aware MSCI USA ETF

663 hedge funds and large institutions have $18.3B invested in iShares ESG Aware MSCI USA ETF in 2022 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 283 increasing their positions, 235 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
663
Holders Change
+5
Holders Change %
+0.76%
% of All Funds
11.46%
Holding in Top 10
112
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+7.69%
% of All Funds
1.94%
New
59
Increased
283
Reduced
235
Closed
46
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FP
601
Financial Perspectives
Minnesota
$75.6K
TAM
602
Tucker Asset Management
Colorado
$75.5K -$53.7K -626 -42%
GEA
603
Glen Eagle Advisors
New Jersey
$73.7K
CL
604
COWA LLC
Oklahoma
$70K +$70K +885 New
ZIG
605
Zullo Investment Group
Pennsylvania
$57K -$6.07K -77 -10%
ACA
606
Atlas Capital Advisors
Wyoming
$56.1K +$8.26K +104 +17%
HIA
607
Harbor Investment Advisory
Maryland
$53K +$4.98K +63 +10%
SC
608
Stephens Consulting
Michigan
$51.3K +$51.3K +646 New
IWP
609
IAG Wealth Partners
Wisconsin
$50K
CA
610
Clearstead Advisors
Ohio
$50K +$50K +627 New
CFFP
611
Center for Financial Planning
Michigan
$47K
NC
612
NewSquare Capital
Pennsylvania
$47K +$5.77K +72 +14%
APW
613
Axim Planning & Wealth
Ohio
$47K +$46.4K +583 +8,329%
RA
614
Rise Advisors
New York
$43K +$160 +2 +0.4%
M1FG
615
Mach-1 Financial Group
Arkansas
$42K -$70K -897 -63%
MA
616
MUFG Americas
New York
$40K -$88.2K -1,103 -69%
OSAM
617
O'Shaughnessy Asset Management
Connecticut
$37K
HR
618
Howe & Rusling
New York
$36K -$6.98K -89 -16%
DI
619
Disciplined Investments
Oklahoma
$36K
CB
620
Community Bank
New York
$36K +$632 +8 +2%
IRC
621
Investors Research Corp
Georgia
$36K +$8.16K +102 +29%
KTC
622
Kistler-Tiffany Companies
Pennsylvania
$34K +$158 +2 +0.5%
WWM
623
Wagner Wealth Management
South Carolina
$31K
EIP
624
Ellis Investment Partners
Pennsylvania
$26K
PP
625
PrairieView Partners
Minnesota
$23K +$8.14K +103 +55%