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iShares ESG Aware MSCI USA ETF

697 hedge funds and large institutions have $10.6B invested in iShares ESG Aware MSCI USA ETF in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 158 increasing their positions, 369 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
697
Holders Change
-5
Holders Change %
-0.71%
% of All Funds
11.11%
Holding in Top 10
45
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-19.64%
% of All Funds
0.72%
New
57
Increased
158
Reduced
369
Closed
51
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TAM
626
Tucker Asset Management
Colorado
$74.6K -$19.1K -203 -20%
Bank of Montreal
627
Bank of Montreal
Ontario, Canada
$74.4K -$15.1K -154 -17%
NSG
628
Nalls Sherbakoff Group
Tennessee
$73.8K +$73.8K +786 New
TRCT
629
Tower Research Capital (TRC)
New York
$73.6K -$426K -4,533 -85%
SWM
630
Sugarloaf Wealth Management
Georgia
$69.8K -$2.44K -26 -3%
SS
631
Sunbelt Securities
Texas
$68.6K -$3.76K -40 -5%
SCA
632
Stonebridge Capital Advisors
Minnesota
$61.1K
HWP
633
Highline Wealth Partners
California
$60.5K +$60.5K +644 New
CIA
634
Cape Investment Advisory
Georgia
$59K -$69.5K -740 -54%
CFFP
635
Center for Financial Planning
Michigan
$55.2K
RA
636
Rise Advisors
New York
$51.1K
NC
637
NewSquare Capital
Pennsylvania
$50K -$7.7K -82 -13%
IRC
638
Investors Research Corp
Georgia
$46.3K +$5.73K +61 +14%
FIA
639
FNY Investment Advisers
New York
$46K +$46K +500 New
IWP
640
IAG Wealth Partners
Wisconsin
$45.1K -$13.7K -146 -23%
AWM
641
Avior Wealth Management
Nebraska
$44.6K -$109K -1,166 -71%
GWSG
642
GPS Wealth Strategies Group
Colorado
$42.2K
HR
643
Howe & Rusling
New York
$42.1K +$1.79K +19 +4%
AIC
644
Archer Investment Corporation
Indiana
$38.7K
JFA
645
JNBA Financial Advisors
Minnesota
$38.5K
GFPC
646
Global Financial Private Client
Florida
$36.7K -$97.4K -1,038 -73%
DFA
647
DHJJ Financial Advisors
Illinois
$34.7K +$34.7K +370 New
FAM
648
Family Asset Management
South Carolina
$31.7K -$3.76K -40 -11%
OP
649
ORG Partners
Indiana
$30.4K -$4.05M -42,913 -99%
IHWM
650
Iron Horse Wealth Management
Iowa
$29.6K