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iShares ESG Aware MSCI USA ETF

663 hedge funds and large institutions have $18.3B invested in iShares ESG Aware MSCI USA ETF in 2022 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 283 increasing their positions, 235 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
663
Holders Change
+5
Holders Change %
+0.76%
% of All Funds
11.46%
Holding in Top 10
112
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+7.69%
% of All Funds
1.94%
New
59
Increased
283
Reduced
235
Closed
46
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WWP
126
Waypoint Wealth Partners
California
$12M +$256K +3,220 +2%
NCM
127
Northwest Capital Management
Oregon
$12M -$869K -10,949 -7%
AR
128
Apeiron RIA
Texas
$11.9M +$955K +12,032 +9%
WF
129
Williams Financial
Vermont
$11.7M +$11.7M +147,484 New
RIA
130
Regal Investment Advisors
Michigan
$11.3M +$1.5M +18,898 +15%
PAG
131
Private Advisor Group
New Jersey
$11.2M +$599K +7,540 +6%
CWG
132
Crown Wealth Group
North Carolina
$11.2M -$1.76M -22,217 -14%
CA
133
Cetera Advisors
Colorado
$11.1M +$631K +7,952 +6%
CSWG
134
Cardinal Strategic Wealth Guidance
Kentucky
$11.1M +$428K +5,386 +4%
ST
135
Spinnaker Trust
Maine
$11M +$11M +138,939 New
WMS
136
Wealth Management Solutions
Pennsylvania
$10.9M +$718K +9,043 +7%
SPAS
137
Spectrum Planning & Advisory Services
California
$10.8M +$594K +7,479 +6%
Jane Street
138
Jane Street
New York
$10.6M +$1.85M +23,350 +21%
FWP
139
Firethorn Wealth Partners
Georgia
$10.5M +$373K +4,702 +4%
KWS
140
Keystone Wealth Services
California
$10.4M +$147K +1,847 +1%
ASN
141
Advisory Services Network
Georgia
$10.3M +$1.7M +21,407 +20%
OAP
142
One Advisory Partners
Kansas
$9.75M -$9.53M -119,993 -49%
CWA
143
Clearview Wealth Advisors
Oregon
$9.66M +$300K +3,780 +3%
PWMG
144
Provence Wealth Management Group
California
$9.66M +$696K +8,769 +8%
Citigroup
145
Citigroup
New York
$9.64M +$3.22M +40,537 +50%
FHA
146
First Horizon Advisors
Tennessee
$9.59M +$266K +3,349 +3%
Susquehanna International Group
147
Susquehanna International Group
Pennsylvania
$9.59M +$1.43M +17,979 +18%
MA
148
Mutual Advisors
Nebraska
$9.27M +$3.15M +39,643 +51%
KWM
149
Keebeck Wealth Management
Illinois
$9.25M +$2.3M +28,988 +33%
WAS
150
Wealth Advisory Solutions
Indiana
$9.19M +$5.98M +75,258 +186%