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iShares ESG Aware MSCI USA ETF

781 hedge funds and large institutions have $10.9B invested in iShares ESG Aware MSCI USA ETF in 2024 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 234 increasing their positions, 322 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
781
Holders Change
+46
Holders Change %
+6.26%
% of All Funds
10.4%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.32%
New
109
Increased
234
Reduced
322
Closed
50
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RA
701
Rise Advisors
New York
$71.5K +$258 +2 +0.4%
HIA
702
Harbor Investment Advisory
Maryland
$67.9K
BBHC
703
Brown Brothers Harriman & Co
New York
$65.7K
FWM
704
FLP Wealth Management
Arkansas
$65.3K +$65.3K +507 New
CSPIA
705
Cary Street Partners Investment Advisory
Virginia
$63.6K +$63.6K +494 New
SAM
706
Synergy Asset Management
Washington
$61.6K +$61.6K +488 New
GI
707
GAMMA Investing
California
$60.5K
PP
708
PrairieView Partners
Minnesota
$58K +$20.9K +164 +56%
CA
709
Continuum Advisory
Idaho
$55.4K -$6.31K -49 -10%
GT
710
Glenmede Trust
Pennsylvania
$54.4K
CPG
711
Cornerstone Planning Group
New Jersey
$53.9K
AIC
712
Archer Investment Corporation
Indiana
$53.2K +$129 +1 +0.2%
NP
713
NorthRock Partners
Minnesota
$51.3K +$25.5K +198 +99%
FA
714
Fedenia Advisers
Wisconsin
$50.5K +$50.5K +392 New
M
715
MOTCO
Texas
$49.9K +$49.9K +387 New
DFA
716
DHJJ Financial Advisors
Illinois
$47K
OLVIG
717
Oliver Lagore Vanvalin Investment Group
Michigan
$46.9K -$7.59K -59 -14%
CMBA
718
C.M. Bidwell & Associates
Hawaii
$44.1K +$44.1K +342 New
JFGIW
719
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$41K -$21.6K -163 -34%
IHWM
720
Iron Horse Wealth Management
Iowa
$40.3K
FFWM
721
Future Financial Wealth Management
Ohio
$38.8K
FFO
722
Fortitude Family Office
Arizona
$38K
RIL
723
Rothschild Investment LLC
Illinois
$37.4K
CT
724
Clearstead Trust
Maine
$35.8K
TAM
725
Tucker Asset Management
Colorado
$35.2K -$7.86K -61 -18%