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iShares ESG Aware MSCI USA ETF

697 hedge funds and large institutions have $10.6B invested in iShares ESG Aware MSCI USA ETF in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 158 increasing their positions, 369 reducing their positions, and 51 closing their positions.

Holders
697
Holders Change
-5
Holders Change %
-0.71%
% of All Funds
11.11%
Holding in Top 10
45
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-19.64%
% of All Funds
0.72%
New
57
Increased
158
Reduced
369
Closed
51
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
NCM
76
Northwest Capital Management
Oregon
$13M 138,652 -455 -0.3%
MWM
77
Mission Wealth Management
California
$12.8M 136,715 -4,962 -4%
JIC
78
Joel Isaacson & Co
New York
$12.8M 136,538 +3,500 +3%
Neuberger Berman Group
79
Neuberger Berman Group
New York
$12.5M 133,496 -14,862 -10%
AC
80
Apella Capital
Connecticut
$12.4M 132,191 +888 +0.7%
VIA
81
Virtus Investment Advisers
Connecticut
$12.4M 131,711 -16,695 -11%
EFG
82
Erickson Financial Group
Pennsylvania
$12.1M 129,159 +1,551 +1%
APW
83
Austin Private Wealth
Texas
$11.6M 124,033 -51,907 -30%
ST
84
Spinnaker Trust
Maine
$11.5M 122,365 +451 +0.4%
Toronto Dominion Bank
85
Toronto Dominion Bank
Ontario, Canada
$11.4M 121,000
WWG
86
West Wealth Group
California
$11.2M 118,864 -39,401 -25%
Schroder Investment Management Group
87
Schroder Investment Management Group
United Kingdom
$10.8M 114,563 +12,621 +12%
CIAS
88
CFS Investment Advisory Services
New Jersey
$10.6M 112,655 -130,808 -54%
CA
89
Cetera Advisors
Colorado
$10.4M 110,773 -56,632 -34%
KWM
90
Keebeck Wealth Management
Illinois
$10.4M 109,815 -18,611 -14%
MPW
91
MA Private Wealth
California
$10.2M 108,918 -93,285 -46%
MFG
92
Merit Financial Group
Georgia
$10.1M 107,280 -35,210 -25%
AAS
93
Avantax Advisory Services
Texas
$9.98M 106,287 -26,537 -20%
HI
94
Harbour Investments
Wisconsin
$9.79M 104,207 -6,844 -6%
CWS
95
Cypress Wealth Services
California
$9.75M 103,793 -17,274 -14%
OPS
96
Orion Portfolio Solutions
Nebraska
$9.44M 100,555 -51,864 -34%
BCI
97
Brinker Capital Investments
Pennsylvania
$9.44M 100,555 -51,864 -34%
Mariner
98
Mariner
Kansas
$9.42M 100,343 -7,871 -7%
SCA
99
STALEY CAPITAL ADVISERS
Pennsylvania
$9.4M 100,135 +135 +0.1%
LWA
100
Lineweaver Wealth Advisors
Ohio
$9.36M 99,636 -3,102 -3%