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iShares ESG Aware MSCI USA ETF

741 hedge funds and large institutions have $10.2B invested in iShares ESG Aware MSCI USA ETF in 2024 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 191 increasing their positions, 370 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
741
Holders Change
+7
Holders Change %
+0.95%
% of All Funds
10.78%
Holding in Top 10
21
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-32.26%
% of All Funds
0.31%
New
60
Increased
191
Reduced
370
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EI
601
Ethic Inc
New York
$230K -$364K -3,050 -61%
VPP
602
Vertex Planning Partners
Illinois
$229K -$3.22K -27 -1%
AWM
603
Aprio Wealth Management
Georgia
$228K -$24.7K -207 -10%
RWP
604
RWA Wealth Partners
Massachusetts
$227K
WA
605
Waverly Advisors
Alabama
$227K +$477 +4 +0.2%
RIM
606
Redwood Investment Management
Arizona
$226K -$733K -6,134 -76%
NS
607
NBC Securities
Alabama
$226K
MA
608
MJP Associates
Connecticut
$225K +$225K +1,886 New
GCM
609
Gallacher Capital Management
Colorado
$223K
LFG
610
Leverty Financial Group
Wisconsin
$222K -$20.8K -174 -9%
DW30
611
Drucker Wealth 3.0
New Jersey
$221K +$221K +1,849 New
SW
612
SteelPeak Wealth
California
$221K -$85K -712 -28%
TWM
613
Tradition Wealth Management
Minnesota
$219K -$22.2K -186 -9%
KA
614
Klingman & Associates
New York
$218K
EA
615
Everpar Advisors
Oklahoma
$218K +$218K +1,824 New
I
616
INVST
Indiana
$215K -$137K -1,147 -39%
AGP
617
Autumn Glory Partners
Texas
$214K
TPWA
618
Twin Peaks Wealth Advisors
California
$209K -$23.3K -195 -10%
WFA
619
Websterrogers Financial Advisors
South Carolina
$208K +$119 +1 +0.1%
CFS
620
CRA Financial Services
New Jersey
$207K +$207K +1,738 New
CFO
621
Callan Family Office
Pennsylvania
$207K +$207K +1,734 New
SC
622
Stephens Consulting
Michigan
$207K
FCA
623
Fortis Capital Advisors
Kansas
$207K +$207K +1,732 New
HPC
624
Hobart Private Capital
North Carolina
$205K -$194K -1,627 -49%
MWP
625
Moller Wealth Partners
$203K +$203K +1,700 New