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iShares ESG Aware MSCI USA ETF

702 hedge funds and large institutions have $12.8B invested in iShares ESG Aware MSCI USA ETF in 2023 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 226 increasing their positions, 337 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
702
Holders Change
+5
Holders Change %
+0.72%
% of All Funds
11.07%
Holding in Top 10
56
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-11.11%
% of All Funds
0.88%
New
60
Increased
226
Reduced
337
Closed
50
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SCA
651
Stonebridge Capital Advisors
Minnesota
$63.4K -$3.31K -34 -5%
IWP
652
IAG Wealth Partners
Wisconsin
$61K
NC
653
NewSquare Capital
Pennsylvania
$59.8K +$4.48K +46 +8%
CFFP
654
Center for Financial Planning
Michigan
$57.3K
RA
655
Rise Advisors
New York
$53K +$97 +1 +0.2%
JFGIW
656
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$46.1K -$17.6K -181 -28%
DI
657
Disciplined Investments
Oklahoma
$44.7K
GWSG
658
GPS Wealth Strategies Group
Colorado
$43.8K
KTC
659
Kistler-Tiffany Companies
Pennsylvania
$42.4K +$98 +1 +0.2%
IRC
660
Investors Research Corp
Georgia
$42.1K
HR
661
Howe & Rusling
New York
$41.8K +$1.27K +13 +3%
GWM
662
Geneos Wealth Management
Colorado
$41.7K +$16.9K +173 +68%
AIC
663
Archer Investment Corporation
Indiana
$40.2K +$40.2K +412 New
JFA
664
JNBA Financial Advisors
Minnesota
$40K +$25.3K +260 +173%
FAM
665
Family Asset Management
South Carolina
$36.8K
PP
666
PrairieView Partners
Minnesota
$31K +$3.24K +34 +12%
IHWM
667
Iron Horse Wealth Management
Iowa
$30.7K -$10.4K -107 -25%
RP
668
Rice Partnership
Hawaii
$28.4K -$1.27K -13 -4%
TWP
669
TFO Wealth Partners
Ohio
$25.4K
CT
670
Clearstead Trust
Maine
$25.1K
PCMC
671
Private Capital Management (Colorado)
Colorado
$25.1K +$25.1K +258 New
CFO
672
CVA Family Office
Colorado
$25K -$300K -3,080 -92%
TFA
673
Toth Financial Advisory
Virginia
$23.3K +$23.3K +239 New
BLC
674
Brown, Lisle/Cummings
Rhode Island
$20.4K
HIA
675
Harbor Investment Advisory
Maryland
$18.7K -$5.17K -53 -22%