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iShares ESG Aware MSCI USA ETF

704 hedge funds and large institutions have $22.1B invested in iShares ESG Aware MSCI USA ETF in 2022 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 187 increasing their positions, 334 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
704
Holders Change
+41
Holders Change %
+6.18%
% of All Funds
11.36%
Holding in Top 10
105
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.25%
% of All Funds
1.69%
New
107
Increased
187
Reduced
334
Closed
52
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
S
601
SignatureFD
Georgia
$223K +$39.7K +468 +22%
FA
602
Fortis Advisors
Pennsylvania
$218K -$28.6K -337 -12%
FFA
603
Founders Financial Alliance
North Carolina
$218K -$7.03K -83 -3%
EW
604
Enzi Wealth
Texas
$215K
SPIO
605
Seven Post Investment Office
California
$215K
PCA
606
Pallas Capital Advisors
Massachusetts
$214K
SFG
607
Sage Financial Group
Pennsylvania
$212K -$28.4K -335 -12%
BFG
608
Bleakley Financial Group
New Jersey
$212K +$212K +2,499 New
MIA
609
Milestone Investment Advisors
Wisconsin
$211K +$211K +2,494 New
WPP
610
Whalerock Point Partners
Rhode Island
$211K -$4.15K -49 -2%
MWM
611
MBE Wealth Management
Wisconsin
$210K -$48.7K -575 -19%
TP
612
Tranquility Partners
Tennessee
$209K +$209K +2,465 New
MG
613
Mather Group
Illinois
$208K -$13.9K -164 -6%
MHS
614
M Holdings Securities
Oregon
$205K +$205K +2,414 New
AIM
615
Acropolis Investment Management
Missouri
$204K
SFPG
616
Stonebridge Financial Planning Group
Florida
$203K +$203K +2,390 New
SC
617
Stephens Consulting
Michigan
$182K +$127K +1,501 +232%
CWP
618
Concord Wealth Partners
Virginia
$174K -$137K -1,611 -44%
TCM
619
TD Capital Management
Tennessee
$170K +$763 +9 +0.5%
LPIC
620
LeJeune Puetz Investment Counsel
Michigan
$161K
LWA
621
Lowe Wealth Advisors
Maryland
$155K
BC
622
Bartlett & Co
Ohio
$153K +$139K +1,641 +1,013%
BCWM
623
Bartlett & Co Wealth Management
Ohio
$153K +$139K +1,641 +1,013%
MPCL
624
My Personal CFO LLC
Washington
$130K +$130K +1,533 New
BFPW
625
BOK Financial Private Wealth
Colorado
$122K -$195K -2,298 -62%