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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 %
DOA
626
D'Orazio & Associates
Virginia
$201K +$201K +1,593 New
TCM
627
TD Capital Management
Tennessee
$200K +$505 +4 +0.3%
LWCFA
628
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$183K -$9.15K -72 -5%
BCWM
629
Bartlett & Co Wealth Management
Ohio
$180K +$22.2K +176 +14%
APC
630
Aspire Private Capital
North Carolina
$180K -$4.29K -34 -2%
ADL
631
Asset Dedication LLC
California
$167K +$35.7K +283 +27%
GWM
632
Geneos Wealth Management
Colorado
$166K +$2.27K +18 +1%
EW
633
Element Wealth
Mississippi
$166K -$2.52K -20 -1%
LFG
634
Larson Financial Group
Missouri
$163K -$5.05K -40 -3%
CAL
635
Capital Analysts LLC
Pennsylvania
$163K -$2.9K -23 -2%
LWA
636
Lowe Wealth Advisors
Maryland
$136K
SHIM
637
Stone House Investment Management
Pennsylvania
$131K
SWM
638
Sugarloaf Wealth Management
Georgia
$130K -$40.5K -321 -24%
IRAG
639
Investment Research & Advisory Group
Georgia
$127K +$505 +4 +0.4%
TLA
640
Tanglewood Legacy Advisors
Texas
$126K
FP
641
Financial Perspectives
Minnesota
$120K
HNB
642
Huntington National Bank
Ohio
$118K -$111K
FMII
643
Farmers & Merchants Investments Inc
Nebraska
$116K
AWM
644
Abound Wealth Management
Tennessee
$114K
BL
645
Balentine LLC
Georgia
$110K +$110K +871 New
BFPW
646
BOK Financial Private Wealth
Colorado
$107K
AT
647
Arlington Trust
Alabama
$103K
AWM
648
Avior Wealth Management
Nebraska
$103K
IRC
649
Investors Research Corp
Georgia
$102K +$19.1K +151 +23%
SG Americas Securities
650
SG Americas Securities
New York
$102K +$102K +806 New