ESGU icon

iShares ESG Aware MSCI USA ETF

697 hedge funds and large institutions have $12B invested in iShares ESG Aware MSCI USA ETF in 2023 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 180 increasing their positions, 364 reducing their positions, and 55 closing their positions.

Holders
697
Holders Change
-7
Holders Change %
-0.99%
% of All Funds
11.16%
Holding in Top 10
63
Holding in Top 10 Change
-42
Holding in Top 10 Change %
-40%
% of All Funds
1.01%
New
68
Increased
180
Reduced
364
Closed
55
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWS
51
Atria Wealth Solutions
New York
$29.3M -$30.8M -340,063 -51%
IWP
52
Icon Wealth Partners
Texas
$29.1M +$29.1M +321,755 New
Stifel Financial
53
Stifel Financial
Missouri
$26.6M -$34M -375,926 -56%
CL
54
Choreo LLC
Illinois
$26M +$26M +287,970 New
AIA
55
Ally Invest Advisors
North Carolina
$25.7M -$461K -5,096 -2%
VI
56
Vestcor Inc
New Brunswick, Canada
$24.4M
IWC
57
Integrated Wealth Concepts
Massachusetts
$23.8M -$15.1M -167,275 -39%
C1AG
58
Client 1st Advisory Group
Florida
$23.3M -$334K -3,689 -1%
Prudential Financial
59
Prudential Financial
New Jersey
$23.3M -$18.9M -209,491 -45%
CIAS
60
CFS Investment Advisory Services
New Jersey
$23.3M -$23.2M -256,651 -50%
TAIM
61
TD Ameritrade Investment Management
Nebraska
$23.2M -$2.35M -26,005 -9%
BCM
62
Brookstone Capital Management
Illinois
$23M -$8.92M -97,864 -28%
EWA
63
EP Wealth Advisors
California
$22.7M +$21.9M +305,082 +2,933%
PPFA
64
Provida Pension Fund Administrator
Chile
$22.7M
Creative Planning
65
Creative Planning
Kansas
$22.4M -$332K -3,676 -1%
Jane Street
66
Jane Street
New York
$21.6M +$18M +199,001 +502%
OWA
67
One Wealth Advisors
California
$21M -$15.6M -172,233 -43%
RJFSA
68
Raymond James Financial Services Advisors
Florida
$20.9M -$5.4M -59,705 -21%
KeyBank National Association
69
KeyBank National Association
Ohio
$19.8M +$1.25M +13,800 +7%
AI
70
Atria Investments
North Carolina
$19.4M -$25.2M -278,752 -57%
MD
71
Money Design
Japan
$18.8M +$2.38M +26,290 +14%
Truist Financial
72
Truist Financial
North Carolina
$18.5M -$14.6M -161,715 -44%
SEI Investments
73
SEI Investments
Pennsylvania
$17.8M +$1.53M +16,926 +9%
MPW
74
MA Private Wealth
California
$17.7M -$2.56M -28,267 -13%
AAS
75
Avantax Advisory Services
Texas
$17.6M -$6.6M -72,980 -27%