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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 %
CBT
751
Crews Bank & Trust
Florida
$19.3K +$19.3K +150 New
WCM
752
WealthTrak Capital Management
Virginia
$19.2K +$19.2K +149 New
DRP
753
Decker Retirement Planning
Utah
$18.7K +$18.7K +145 New
ACA
754
Atlas Capital Advisors
Wyoming
$18.4K
BWM
755
Bernard Wealth Management
Michigan
$18K +$18K +140 New
Q1WB
756
Quest 10 Wealth Builders
Virginia
$17.6K +$17.6K +137 New
FDW
757
Fourth Dimension Wealth
Ohio
$17K +$17K +132 New
SSB
758
Sandy Spring Bank
Maryland
$16.1K
CB
759
Community Bank
New York
$16.1K
SRCM
760
Signature Resources Capital Management
California
$15.8K
RWM
761
Ruedi Wealth Management
Illinois
$15.2K +$2.83K +22 +23%
IWP
762
IAG Wealth Partners
Wisconsin
$12.9K -$13.5K -105 -51%
GFPC
763
Global Financial Private Client
Florida
$12.8K -$258 -2 -2%
GWM
764
Grand Wealth Management
Michigan
$12.8K
FFC
765
First Financial Corp
Indiana
$10.7K
MFC
766
Morris Financial Concepts
South Carolina
$9.4K
FWP
767
FAS Wealth Partners
Kansas
$7.99K +$7.99K +62 New
LFA
768
LGT Financial Advisors
Texas
$7.86K -$45.5K -353 -85%
CSC
769
Caldwell Sutter Capital
California
$7.47K
PA
770
PSI Advisors
Florida
$6.82K
HDIM
771
Hanson & Doremus Investment Management
Vermont
$6K +$6K +49 New
GWS
772
Glassman Wealth Services
Virginia
$4.5K +$4.5K +35 New
DJSG
773
D.J. St. Germain
Massachusetts
$3.74K
GIA
774
GHP Investment Advisors
Colorado
$2.58K
RF
775
Robbins Farley
New Hampshire
$2.06K