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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 %
SIC
651
Salem Investment Counselors
North Carolina
$29.3K -$36.6K -388 -56%
PP
652
PrairieView Partners
Minnesota
$27K -$3.16K -34 -10%
CT
653
Clearstead Trust
Maine
$26.1K
TWP
654
TFO Wealth Partners
Ohio
$25.4K
PPC
655
Park Place Capital
Alabama
$23.8K -$51.2K -545 -68%
RP
656
Rice Partnership
Hawaii
$23.2K -$4.13K -44 -15%
BCM
657
Bourgeon Capital Management
Connecticut
$21.1K +$3.76K +40 +22%
IPW
658
Impact Partnership Wealth
Georgia
$20.6K +$20.6K +219 New
BLC
659
Brown, Lisle/Cummings
Rhode Island
$19.6K
CA
660
Centerpoint Advisors
Massachusetts
$18K +$835 +9 +5%
KFI
661
Key Financial Inc
Pennsylvania
$17.6K
BCMLT
662
Beacon Capital Management LLC (Tennessee)
Tennessee
$17.5K
CWC
663
Carolinas Wealth Consulting
North Carolina
$17.5K
SL
664
Salomon & Ludwin
Virginia
$15.1K +$15.1K +161 New
CCMI
665
Creative Capital Management Investments
California
$14.5K +$14.5K +154 New
ACA
666
Atlas Capital Advisors
Wyoming
$13.4K
HIA
667
Harbor Investment Advisory
Maryland
$13.3K -$4.7K -50 -26%
MFT
668
Moisand Fitzgerald Tamayo
Florida
$12.1K +$12.1K +129 New
CB
669
Community Bank
New York
$11.7K
HWA
670
HHM Wealth Advisors
Tennessee
$11.4K -$133K -1,416 -92%
DWMG
671
DB Wealth Management Group
California
$11.3K
HPC
672
HM Payson & Co
Maine
$10.1K
LWANC
673
Laurel Wealth Advisors (North Carolina)
North Carolina
$9.2K
RWM
674
Ruedi Wealth Management
Illinois
$8.38K
FFC
675
First Financial Corp
Indiana
$7.79K