ESGU icon

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 %
MFT
726
Moisand Fitzgerald Tamayo
Florida
$14.1K +$525 +5 +4%
PMFA
727
Plante Moran Financial Advisors
Michigan
$14K +$10.4K +99 +283%
CA
728
Centerpoint Advisors
Massachusetts
$14K -$5.97K -58 -30%
CB
729
Community Bank
New York
$13.1K
AWM
730
Avior Wealth Management
Nebraska
$12.6K -$37.2K -355 -75%
DWMG
731
DB Wealth Management Group
California
$12.6K
Jones Financial Companies
732
Jones Financial Companies
Missouri
$9.86K +$9.86K +94 New
RWM
733
Ruedi Wealth Management
Illinois
$9.34K
FFC
734
First Financial Corp
Indiana
$8.71K
FPF
735
First Pacific Financial
Washington
$7.66K +$7.24K +69 +1,725%
GT
736
Glenmede Trust
Pennsylvania
$6.09K +$6.09K +58 New
C
737
Covestor
United Kingdom
$6K +$2.1K +21 +54%
PFM
738
Phillips Financial Management
Indiana
$5.99K +$5.99K +57 New
TF
739
Tompkins Financial
New York
$5.77K +$5.77K +55 New
MFC
740
Morris Financial Concepts
South Carolina
$5.77K +$5.77K +55 New
TRCT
741
Tower Research Capital (TRC)
New York
$5.67K -$76.6K -730 -93%
PA
742
PSI Advisors
Florida
$5.49K +$2.17K +21 +66%
BC
743
Barrett & Company
Rhode Island
$3.25K
VF
744
VitalStone Financial
Texas
$3K
AT
745
Arlington Trust
Alabama
$2.83K +$2.83K +27 New
SAG
746
Spotlight Asset Group
Illinois
$2.44K
GIA
747
GHP Investment Advisors
Colorado
$2.1K
HGERS
748
Householder Group Estate & Retirement Specialist
Arizona
$2K
DJSG
749
D.J. St. Germain
Massachusetts
$1.78K
RF
750
Robbins Farley
New Hampshire
$1.68K