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iShares ESG Aware MSCI USA ETF

748 hedge funds and large institutions have $11.8B invested in iShares ESG Aware MSCI USA ETF in 2023 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 270 increasing their positions, 282 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
748
Holders Change
+51
Holders Change %
+7.32%
% of All Funds
10.97%
Holding in Top 10
48
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.67%
% of All Funds
0.7%
New
105
Increased
270
Reduced
282
Closed
46
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HNB
651
Huntington National Bank
Ohio
$194K -$152K
Bank of Montreal
652
Bank of Montreal
Ontario, Canada
$191K +$111K +1,054 +139%
CWP
653
Concord Wealth Partners
Virginia
$172K -$32.9K -314 -16%
NRC
654
New Republic Capital
North Carolina
$167K
SA
655
Scarborough Advisors
Maryland
$166K +$166K +1,582 New
RFG
656
REAP Financial Group
Texas
$163K +$163K +1,550 New
ADL
657
Asset Dedication LLC
California
$162K +$51K +484 +46%
OLVIG
658
Oliver Lagore Vanvalin Investment Group
Michigan
$156K +$6.92K +66 +5%
SFA
659
Semmax Financial Advisors
North Carolina
$150K +$142K +1,310 +1,926%
AWM
660
Able Wealth Management
New Jersey
$143K +$143K +1,364 New
KFS
661
Kelly Financial Services
Massachusetts
$141K
EW
662
Element Wealth
Mississippi
$138K
JFGIW
663
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$134K -$84.1K -802 -39%
LWA
664
Lowe Wealth Advisors
Maryland
$134K -$52.5K -500 -28%
FCA
665
FinTrust Capital Advisors
South Carolina
$126K +$3.25K +31 +3%
SRCM
666
Signature Resources Capital Management
California
$124K +$124K +1,183 New
LFG
667
Larson Financial Group
Missouri
$119K
FFO
668
Fortitude Family Office
Arizona
$116K +$116K +1,105 New
VAMG
669
Voisard Asset Management Group
Michigan
$116K +$116K +1,101 New
BC
670
Bartlett & Co
Ohio
$113K -$48.8K -463 -30%
BCWM
671
Bartlett & Co Wealth Management
Ohio
$113K -$48.7K -463 -30%
MSWM
672
McGlone Suttner Wealth Management
Wisconsin
$111K +$111K +1,054 New
BFPW
673
BOK Financial Private Wealth
Colorado
$108K
GWM
674
Geneos Wealth Management
Colorado
$106K +$9.24K +88 +10%
TLA
675
Tanglewood Legacy Advisors
Texas
$105K