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iShares ESG Aware MSCI USA ETF

697 hedge funds and large institutions have $12B invested in iShares ESG Aware MSCI USA ETF in 2023 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 180 increasing their positions, 364 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
697
Holders Change
-7
Holders Change %
-0.99%
% of All Funds
11.16%
Holding in Top 10
63
Holding in Top 10 Change
-42
Holding in Top 10 Change %
-40%
% of All Funds
1.01%
New
68
Increased
180
Reduced
364
Closed
55
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GIA
626
GHP Investment Advisors
Colorado
$109K -$12.8K -142 -11%
EW
627
Element Wealth
Mississippi
$107K -$12.3K -136 -10%
BFPW
628
BOK Financial Private Wealth
Colorado
$106K -$24.5K -271 -19%
CSWG
629
Cardinal Strategic Wealth Guidance
Kentucky
$97K -$6M -66,381 -98%
TAM
630
Tucker Asset Management
Colorado
$95.2K +$17.5K +194 +23%
ADL
631
Asset Dedication LLC
California
$92K
TLA
632
Tanglewood Legacy Advisors
Texas
$90.5K
CWP
633
Concord Wealth Partners
Virginia
$87.9K -$97.9K -1,082 -53%
GEA
634
Glen Eagle Advisors
New Jersey
$86.6K
FP
635
Financial Perspectives
Minnesota
$86.1K
EWM
636
Endurance Wealth Management
Rhode Island
$86K
RWM
637
Ruedi Wealth Management
Illinois
$84.7K +$84.7K +936 New
AWM
638
Abound Wealth Management
Tennessee
$81.4K
LFG
639
Larson Financial Group
Missouri
$81.3K +$30.6K +338 +60%
PPC
640
Park Place Capital
Alabama
$72.2K -$2.51M -27,749 -97%
SWM
641
Sugarloaf Wealth Management
Georgia
$69.6K -$41.7K -461 -37%
Jones Financial Companies
642
Jones Financial Companies
Missouri
$68.7K +$68.7K +760 New
SS
643
Sunbelt Securities
Texas
$68.4K +$68.4K +768 New
FA
644
Fortis Advisors
Pennsylvania
$66.5K -$167K -1,842 -71%
SCA
645
Stonebridge Capital Advisors
Minnesota
$61.9K +$48.4K +535 +357%
JFGIW
646
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$59.2K
IWP
647
IAG Wealth Partners
Wisconsin
$56.6K
SWG
648
Summit Wealth Group
Vermont
$55K +$54.4K +4,895,608 +9,066%
OSAM
649
O'Shaughnessy Asset Management
Connecticut
$53.8K +$11.8K +131 +28%
CFFP
650
Center for Financial Planning
Michigan
$53.2K