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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 %
MCM
726
Mainstream Capital Management
California
$34.5K +$34.5K +268 New
CFS
727
Compass Financial Services
Iowa
$34.1K +$34.1K +265 New
CA
728
Centerpoint Advisors
Massachusetts
$34K +$10.1K +79 +42%
PFBT
729
Parkside Financial Bank & Trust
Missouri
$33.4K
CFO
730
CVA Family Office
Colorado
$33.1K
CJ
731
Caitlin John
Michigan
$31.8K
PMFA
732
Plante Moran Financial Advisors
Michigan
$31.2K +$13.9K +108 +81%
SWM
733
Sugarloaf Wealth Management
Georgia
$29.5K -$103K -803 -78%
BF
734
BOK Financial
Oklahoma
$29.2K
CWP
735
Concord Wealth Partners
Virginia
$28.6K
RP
736
Rice Partnership
Hawaii
$27.4K -$1.16K -9 -4%
BLC
737
Brown, Lisle/Cummings
Rhode Island
$26.9K
CIA
738
Cape Investment Advisory
Georgia
$26.8K
TC
739
Trust Company
Kansas
$25.1K
CWC
740
Carolinas Wealth Consulting
North Carolina
$24.6K
HC
741
Hurley Capital
New York
$24.5K +$24.5K +188 New
RMP
742
Richards, Merrill & Peterson
Washington
$24.5K +$24.5K +190 New
KFI
743
Key Financial Inc
Pennsylvania
$24.1K
CAWM
744
Capital A Wealth Management
Pennsylvania
$24.1K +$24.1K +187 New
AG
745
AmeriFlex Group
Nevada
$23.6K +$23.6K +179 New
SIC
746
Salem Investment Counselors
North Carolina
$22.7K
EWA
747
Elevate Wealth Advisory
Georgia
$22.7K
SL
748
Salomon & Ludwin
Virginia
$20.7K
CCMI
749
Creative Capital Management Investments
California
$19.8K
DF
750
Dunhill Financial
United Kingdom
$19.5K