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iShares ESG Aware MSCI USA ETF

741 hedge funds and large institutions have $10.2B invested in iShares ESG Aware MSCI USA ETF in 2024 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 191 increasing their positions, 370 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
741
Holders Change
+7
Holders Change %
+0.95%
% of All Funds
10.78%
Holding in Top 10
21
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-32.26%
% of All Funds
0.31%
New
60
Increased
191
Reduced
370
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
651
Abound Wealth Management
Tennessee
$107K
BFPW
652
BOK Financial Private Wealth
Colorado
$101K
AWM
653
Avior Wealth Management
Nebraska
$97.8K -$8.47K -71 -8%
AT
654
Arlington Trust
Alabama
$97.8K +$97.8K +820 New
CB
655
Chris Bulman
California
$95.8K +$95.8K +803 New
JWA
656
JFS Wealth Advisors
Pennsylvania
$89.8K +$5.13K +43 +6%
TAM
657
Tucker Asset Management
Colorado
$89K -$5.73K -48 -6%
GEA
658
Glen Eagle Advisors
New Jersey
$87.2K +$119 +1 +0.1%
WCM
659
Winthrop Capital Management
Indiana
$87K
NRC
660
New Republic Capital
North Carolina
$85.8K +$85.8K +719 New
Qube Research & Technologies (QRT)
661
Qube Research & Technologies (QRT)
United Kingdom
$85.6K -$1.23M -10,305 -93%
NC
662
NewSquare Capital
Pennsylvania
$84.7K -$2.74K -23 -3%
SS
663
Sunbelt Securities
Texas
$82.8K
IRC
664
Investors Research Corp
Georgia
$78.6K +$9.31K +78 +13%
GWSG
665
GPS Wealth Strategies Group
Colorado
$77.2K +$23.6K +198 +44%
HWP
666
Highline Wealth Partners
California
$76.8K
CFFP
667
Center for Financial Planning
Michigan
$70.2K
Fifth Third Bancorp
668
Fifth Third Bancorp
Ohio
$70K +$70K +587 New
CA
669
Continuum Advisory
Idaho
$66.5K +$12.4K +104 +23%
RA
670
Rise Advisors
New York
$65.8K +$119 +1 +0.2%
Jones Financial Companies
671
Jones Financial Companies
Missouri
$61.4K +$50.2K +421 +448%
HIA
672
Harbor Investment Advisory
Maryland
$61.2K +$11.5K +96 +23%
BBHC
673
Brown Brothers Harriman & Co
New York
$60.9K
ATPW
674
Ashton Thomas Private Wealth
Arizona
$59.4K +$59.4K +498 New
IWP
675
IAG Wealth Partners
Wisconsin
$57.3K