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iShares ESG Aware MSCI USA ETF

649 hedge funds and large institutions have $22.8B invested in iShares ESG Aware MSCI USA ETF in 2022 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 372 increasing their positions, 143 reducing their positions, and 52 closing their positions.

Holders
649
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
10.27%
Holding in Top 10
111
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.91%
% of All Funds
1.76%
New
65
Increased
372
Reduced
143
Closed
52
Calls
$314K
Puts
Net Calls
+$314K
Net Calls Change
+$314K
Name Market Value Shares Shares
Change
Shares
Change %
FFN
101
Focus Financial Network
Minnesota
$19.2M 189,504 +182,915 +2,776%
PWM
102
Perigon Wealth Management
California
$18.8M 185,740 +17,830 +11%
VHAM
103
Van Hulzen Asset Management
California
$18.7M 184,188 +36,081 +24%
WP
104
WealthShield Partners
North Carolina
$18.5M 182,631 +8,712 +5%
HPWM
105
Highland Private Wealth Management
Washington
$18.1M 178,488 +19,426 +12%
SEI Investments
106
SEI Investments
Pennsylvania
$18.1M 178,129 +9,778 +6%
Creative Planning
107
Creative Planning
Kansas
$17.5M 173,084 +59,035 +52%
AAS
108
Avantax Advisory Services
Texas
$17.2M 169,941 +32,163 +23%
DE
109
Day & Ennis
Georgia
$17.2M 169,845 +14,624 +9%
EFG
110
Erickson Financial Group
Pennsylvania
$16.7M 164,467 +13,437 +9%
I
111
INVST
Indiana
$16.4M 185,421 +10,358 +6%
SWP
112
Stratos Wealth Partners
Ohio
$16.4M 161,454 +143,255 +787%
I
113
IMPACTfolio
Colorado
$16.1M 159,078 +39,556 +33%
SWA
114
Stratos Wealth Advisors
Ohio
$15.8M 156,343 +12,515 +9%
BHWM
115
Bay Harbor Wealth Management
Maryland
$15.8M 155,757 +3,313 +2%
PAG
116
Private Advisor Group
New Jersey
$15.6M 153,609 +27,975 +22%
OPS
117
Orion Portfolio Solutions
Nebraska
$15.3M 151,364 +51,722 +52%
Schroder Investment Management Group
118
Schroder Investment Management Group
United Kingdom
$15.2M 147,440 +147,440 New
NCM
119
Northwest Capital Management
Oregon
$15.2M 149,547 +7,183 +5%
CWA
120
Clearview Wealth Advisors
Oregon
$14.7M 145,108 +31,671 +28%
CWG
121
Crown Wealth Group
North Carolina
$14.6M 143,938 +15,062 +12%
SCA
122
Snowden Capital Advisors
New York
$14.3M 141,170 -14,743 -9%
SWM
123
SigFig Wealth Management
California
$13.7M 138,702 +19,971 +17%
BFA
124
BMS Financial Advisors
South Dakota
$13.7M 134,903 -2,035 -1%
FWP
125
Firethorn Wealth Partners
Georgia
$13.6M 134,212 +12,943 +11%