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iShares ESG Aware MSCI USA ETF

741 hedge funds and large institutions have $10.2B invested in iShares ESG Aware MSCI USA ETF in 2024 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 191 increasing their positions, 370 reducing their positions, and 42 closing their positions.

Holders
741
Holders Change
+7
Holders Change %
+0.95%
% of All Funds
10.78%
Holding in Top 10
21
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-32.26%
% of All Funds
0.31%
New
60
Increased
191
Reduced
370
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
101
Empirical Wealth Management
Washington
$7.3M -$39.7K -333 -0.5%
AWS
102
Atria Wealth Solutions
New York
$7.23M -$3.95M -33,069 -35%
CIAS
103
CFS Investment Advisory Services
New Jersey
$7.16M -$606K -5,078 -8%
AAS
104
Avantax Advisory Services
Texas
$7M -$2M -16,737 -22%
Stifel Financial
105
Stifel Financial
Missouri
$6.99M -$3.69M -30,897 -35%
MWM
106
Modera Wealth Management
New Jersey
$6.94M -$556K -4,656 -7%
KFAA
107
Klaas Financial Asset Advisors
Illinois
$6.77M +$1.14M +9,526 +20%
Fidelity Investments
108
Fidelity Investments
Massachusetts
$6.74M +$1.02M +8,546 +18%
GIA
109
Goodwin Investment Advisory
Georgia
$6.7M +$795K +6,662 +13%
Cerity Partners
110
Cerity Partners
New York
$6.69M -$19K -159 -0.3%
DAS
111
Dynamic Advisor Solutions
Arizona
$6.61M -$646K -5,414 -9%
PA
112
Parallel Advisors
California
$6.53M +$1.43M +11,957 +28%
MA
113
Mutual Advisors
Nebraska
$6.46M +$543K +4,540 +9%
ASN
114
Advisory Services Network
Georgia
$6.41M -$1.35M -11,289 -17%
SA
115
Sanctuary Advisors
Indiana
$6.35M +$6.35M +56,877 New
LSAG
116
Lake Street Advisors Group
New Hampshire
$6.35M +$29.7K +249 +0.5%
HHGA
117
Halbert Hargrove Global Advisors
California
$6.3M -$71.6K -600 -1%
T
118
TNF
Montana
$6.29M -$2.87M -24,163 -31%
FWI
119
Facet Wealth Inc
Maryland
$6.13M -$355K -2,984 -5%
OPS
120
Orion Portfolio Solutions
Nebraska
$6.03M +$1.39M +16,397 +30%
BCI
121
Brinker Capital Investments
Pennsylvania
$6.03M +$1.39M +16,397 +30%
MW
122
Maia Wealth
Colorado
$5.96M +$5.96M +48,420 New
FFA
123
Farther Finance Advisors
California
$5.85M -$1.49M -12,437 -20%
RIS
124
Retirement Income Solutions
Michigan
$5.84M +$4.16M +34,857 +247%
MPW
125
MA Private Wealth
California
$5.8M -$275K -2,306 -5%