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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 %
TC
701
Trust Company
Kansas
$23.2K
CWC
702
Carolinas Wealth Consulting
North Carolina
$22.8K
KFI
703
Key Financial Inc
Pennsylvania
$22.3K
CA
704
Centerpoint Advisors
Massachusetts
$22K +$2K +17 +10%
SIC
705
Salem Investment Counselors
North Carolina
$21K -$16.1K -135 -43%
EWA
706
Elevate Wealth Advisory
Georgia
$21K
KFS
707
Kelly Financial Services
Massachusetts
$19.5K -$18.2K -152 -48%
SL
708
Salomon & Ludwin
Virginia
$19.2K
WIA
709
Wetzel Investment Advisors
Indiana
$18.9K
CCMI
710
Creative Capital Management Investments
California
$18.4K
DF
711
Dunhill Financial
United Kingdom
$17.9K +$17.9K +150 New
ACA
712
Atlas Capital Advisors
Wyoming
$17.1K
PMFA
713
Plante Moran Financial Advisors
Michigan
$16K
SSB
714
Sandy Spring Bank
Maryland
$14.9K -$23K -193 -61%
CB
715
Community Bank
New York
$14.9K
SRCM
716
Signature Resources Capital Management
California
$14.7K -$126K -1,060 -90%
ETS
717
ESL Trust Services
New York
$13.7K
GFPC
718
Global Financial Private Client
Florida
$12.1K -$35.1K -294 -74%
CFS
719
CGC Financial Services
Oregon
$11.9K
RWM
720
Ruedi Wealth Management
Illinois
$11.5K +$2.03K +17 +22%
FFC
721
First Financial Corp
Indiana
$9.9K
MFC
722
Morris Financial Concepts
South Carolina
$7.88K
AA
723
AlphaMark Advisors
Kentucky
$7K +$7K +55 New
CSC
724
Caldwell Sutter Capital
California
$6.92K
TFF
725
The Family Firm
Maryland
$6.7K +$6.7K +56 New