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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 %
IRAG
676
Investment Research & Advisory Group
Georgia
$105K +$735 +7 +0.7%
FP
677
Financial Perspectives
Minnesota
$100K +$105 +1 +0.1%
FMII
678
Farmers & Merchants Investments Inc
Nebraska
$96.4K +$96.4K +919 New
AWM
679
Abound Wealth Management
Tennessee
$94.4K -$315 -3 -0.3%
GEA
680
Glen Eagle Advisors
New Jersey
$91.3K -$11.1K -106 -11%
TAM
681
Tucker Asset Management
Colorado
$83.3K
NSG
682
Nalls Sherbakoff Group
Tennessee
$82.5K
JWA
683
JFS Wealth Advisors
Pennsylvania
$79.4K +$79.4K +757 New
SWM
684
Sugarloaf Wealth Management
Georgia
$78K
WCM
685
Winthrop Capital Management
Indiana
$76.6K +$76.6K +730 New
SS
686
Sunbelt Securities
Texas
$71.9K -$4.72K -45 -6%
OSAM
687
O'Shaughnessy Asset Management
Connecticut
$70.1K -$18.5K -176 -21%
CIA
688
Cape Investment Advisory
Georgia
$68.9K +$3.04K +29 +5%
HWP
689
Highline Wealth Partners
California
$67.6K
CFFP
690
Center for Financial Planning
Michigan
$61.7K
IRC
691
Investors Research Corp
Georgia
$61K +$9.23K +88 +18%
RA
692
Rise Advisors
New York
$57.5K +$420 +4 +0.7%
GFPC
693
Global Financial Private Client
Florida
$56.1K +$15.1K +144 +37%
TVAMP
694
Tennessee Valley Asset Management Partners
Tennessee
$54.8K +$54.8K +522 New
NC
695
NewSquare Capital
Pennsylvania
$50.4K -$5.46K -52 -10%
IWP
696
IAG Wealth Partners
Wisconsin
$50.4K
GWSG
697
GPS Wealth Strategies Group
Colorado
$47.1K
RIL
698
Rothschild Investment LLC
Illinois
$44.5K +$44.5K +424 New
AIC
699
Archer Investment Corporation
Indiana
$43.2K
JFA
700
JNBA Financial Advisors
Minnesota
$43K