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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 Holding Trade Value Shares
Change
Shares
Change %
SPAS
126
Spectrum Planning & Advisory Services
California
$13.5M +$1.77M +17,474 +15%
AF
127
Advisornet Financial
Minnesota
$13.3M +$796K +7,849 +6%
WF
128
Williams Financial
Vermont
$13.3M +$1.26M +12,401 +10%
RIA
129
Regal Investment Advisors
Michigan
$13.2M +$407K +4,020 +3%
CA
130
Cetera Advisors
Colorado
$13.1M +$983K +9,697 +8%
KWS
131
Keystone Wealth Services
California
$12.4M -$1.05M -10,353 -8%
TF
132
TIAA FSB
Florida
$12M +$12M +118,661 New
SCA
133
STALEY CAPITAL ADVISERS
Pennsylvania
$12M +$811K +8,000 +7%
CAPTRUST Financial Advisors
134
CAPTRUST Financial Advisors
North Carolina
$11.7M -$6.91M -68,186 -37%
TF
135
Trek Financial
Arizona
$11.7M -$1.33M -13,120 -10%
ASN
136
Advisory Services Network
Georgia
$11.3M +$62.6K +618 +0.6%
CSWG
137
Cardinal Strategic Wealth Guidance
Kentucky
$11.1M +$1.14M +11,291 +11%
SAMC
138
Spectrum Asset Management (California)
California
$11M -$993K -9,800 -8%
PWMG
139
Provence Wealth Management Group
California
$11M +$2.65M +26,131 +32%
TWM
140
Tradition Wealth Management
Minnesota
$10.9M +$545K +5,375 +5%
PFG
141
Pacific Financial Group
Washington
$10.8M -$300K -2,959 -3%
Rockefeller Capital Management
142
Rockefeller Capital Management
New York
$10.6M +$2.43M +23,993 +30%
4WM
143
4J Wealth Management
Virginia
$10.4M +$314K +3,101 +3%
KWM
144
Keebeck Wealth Management
Illinois
$10.1M +$1.82M +17,952 +22%
NL
145
NWAM LLC
Washington
$10.1M -$1.87M -18,478 -16%
SA
146
Scarborough Advisors
Maryland
$9.96M +$515K +5,086 +5%
MWM
147
Maripau Wealth Management
Indiana
$9.73M +$2.07M +21,611 +27%
TCA
148
Transcend Capital Advisors
New Jersey
$9.68M +$956K +9,429 +11%
WMS
149
Wealth Management Solutions
Pennsylvania
$9.52M -$9.95M -98,212 -51%
PFGIA
150
Patriot Financial Group Insurance Agency
Massachusetts
$9.45M +$628K +6,194 +7%