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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 %
RIM
701
Rockbridge Investment Management
New York
$42.5K +$42.5K +405 New
DFA
702
DHJJ Financial Advisors
Illinois
$38.3K -$525 -5 -1%
IHWM
703
Iron Horse Wealth Management
Iowa
$33.1K
HIA
704
Harbor Investment Advisory
Maryland
$32.8K +$17.9K +171 +120%
SIC
705
Salem Investment Counselors
North Carolina
$32.6K
FAM
706
Family Asset Management
South Carolina
$32.3K -$3.15K -30 -9%
PP
707
PrairieView Partners
Minnesota
$31K
CT
708
Clearstead Trust
Maine
$29.2K
PFBT
709
Parkside Financial Bank & Trust
Missouri
$27.2K +$27.2K +259 New
CJ
710
Caitlin John
Michigan
$27.2K +$27.2K +259 New
CFO
711
CVA Family Office
Colorado
$27K +$27K +257 New
BCM
712
Bourgeon Capital Management
Connecticut
$26.2K +$2.62K +25 +11%
IPW
713
Impact Partnership Wealth
Georgia
$25.4K +$2.41K +23 +11%
RP
714
Rice Partnership
Hawaii
$24.9K -$1.05K -10 -4%
BLC
715
Brown, Lisle/Cummings
Rhode Island
$21.9K
CWC
716
Carolinas Wealth Consulting
North Carolina
$20K
KFI
717
Key Financial Inc
Pennsylvania
$19.6K
EWA
718
Elevate Wealth Advisory
Georgia
$18.5K +$18.5K +176 New
Fifth Third Bancorp
719
Fifth Third Bancorp
Ohio
$17.3K +$17.3K +165 New
WIA
720
Wetzel Investment Advisors
Indiana
$17K +$17K +164 New
BCMLT
721
Beacon Capital Management LLC (Tennessee)
Tennessee
$16.9K
PPC
722
Park Place Capital
Alabama
$16.6K -$9.97K -95 -38%
CCMI
723
Creative Capital Management Investments
California
$16.2K
SL
724
Salomon & Ludwin
Virginia
$15.1K
ACA
725
Atlas Capital Advisors
Wyoming
$15K