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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 %
BA
626
Bellwether Advisors
Nebraska
$115K -$1.02K -12 -0.9%
MWC
627
MBM Wealth Consultants
Missouri
$115K +$115K +1,356 New
GIA
628
GHP Investment Advisors
Colorado
$114K +$12K +142 +12%
EW
629
Element Wealth
Mississippi
$112K +$112K +1,316 New
BC
630
Burleson & Co
California
$110K -$145K -1,705 -57%
PC
631
Pecaut & Co
Iowa
$110K -$37.4K -441 -25%
SWM
632
Sugarloaf Wealth Management
Georgia
$104K
LS
633
Leelyn Smith
Illinois
$97K
GMA
634
Glassy Mountain Advisors
Maryland
$89.7K +$89.7K +1,058 New
KTC
635
Kistler-Tiffany Companies
Pennsylvania
$87.4K +$51K +602 +140%
ADL
636
Asset Dedication LLC
California
$85K +$3.11K +37 +4%
TLA
637
Tanglewood Legacy Advisors
Texas
$84.8K +$84.8K +1,000 New
GEA
638
Glen Eagle Advisors
New Jersey
$81.1K +$2.54K +30 +3%
EWM
639
Endurance Wealth Management
Rhode Island
$81K
FP
640
Financial Perspectives
Minnesota
$80.7K +$85 +1 +0.1%
HNB
641
Huntington National Bank
Ohio
$79.1K -$82K
AWM
642
Abound Wealth Management
Tennessee
$76.3K -$34.1K -402 -31%
AWM
643
Avior Wealth Management
Nebraska
$74.5K -$185K -2,187 -71%
TAM
644
Tucker Asset Management
Colorado
$73K -$1.87K -22 -3%
Qube Research & Technologies (QRT)
645
Qube Research & Technologies (QRT)
United Kingdom
$71.6K -$727K -8,573 -91%
Bank of Montreal
646
Bank of Montreal
Ontario, Canada
$60.1K +$6.79K +80 +13%
ZIG
647
Zullo Investment Group
Pennsylvania
$58.3K -$2.97K -35 -5%
HIA
648
Harbor Investment Advisory
Maryland
$56.9K
JFGIW
649
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$55.4K -$32.4K -382 -37%
AWM
650
Accurate Wealth Management
Florida
$53.4K -$389K -4,489 -88%