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iShares ESG Aware MSCI USA ETF

735 hedge funds and large institutions have $10.3B invested in iShares ESG Aware MSCI USA ETF in 2024 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 234 increasing their positions, 307 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
735
Holders Change
-6
Holders Change %
-0.81%
% of All Funds
10.63%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.27%
New
51
Increased
234
Reduced
307
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HCM
601
Hudson Capital Management
New Jersey
$229K -$39.1K -310 -15%
QWP
602
Quotient Wealth Partners
Texas
$229K -$427K -3,387 -65%
WA
603
Waverly Advisors
Alabama
$227K -$12.6K -100 -5%
CFO
604
Callan Family Office
Pennsylvania
$227K +$7.82K +62 +4%
AGP
605
Autumn Glory Partners
Texas
$226K
RIM
606
Redwood Investment Management
Arizona
$225K -$14.8K -117 -6%
GWP
607
Gateway Wealth Partners
Wisconsin
$223K +$223K +1,771 New
CAG
608
Curtis Advisory Group
California
$222K +$222K +1,761 New
HCP
609
Holt Capital Partners
Texas
$221K -$22.7K -180 -9%
CFS
610
CRA Financial Services
New Jersey
$219K
SC
611
Stephens Consulting
Michigan
$219K
HPC
612
Hobart Private Capital
North Carolina
$217K
MAG
613
M3 Advisory Group
Massachusetts
$214K +$126 +1 +0.1%
EP
614
Edgestream Partners
New Jersey
$213K +$213K +1,688 New
BONH
615
Bank of New Hampshire
New Hampshire
$209K
PA
616
Pinnacle Associates
New York
$208K
SWA
617
Sax Wealth Advisors
New Jersey
$207K +$207K +1,639 New
SA
618
Scarborough Advisors
Maryland
$206K +$6.31K +50 +3%
TIM
619
Tortoise Investment Management
New York
$205K +$17.7K +140 +9%
PAWA
620
Palo Alto Wealth Advisors
California
$205K +$205K +1,599 New
NW
621
NewEdge Wealth
Pennsylvania
$204K +$204K +1,618 New
FA
622
Fermata Advisors
California
$204K +$204K +1,615 New
DFA
623
Davies Financial Advisors
California
$202K +$202K +1,602 New
AWM
624
Aprio Wealth Management
Georgia
$201K -$40.3K -319 -17%
OPPS
625
Obsidian Personal Planning Solutions
Maryland
$201K -$10.2K -82 -5%