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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change
Shares
Change %
Thrivent Financial for Lutherans
126
Thrivent Financial for Lutherans
Minnesota
$6.82M -$1.65M -17,517 -19%
GIA
127
Goodwin Investment Advisory
Georgia
$6.73M -$175K -1,860 -3%
PA
128
Parkside Advisors
California
$6.65M -$77.7K -824 -1%
WP
129
WealthShield Partners
North Carolina
$6.5M -$1.37M -14,538 -17%
MA
130
Mutual Advisors
Nebraska
$6.46M -$1.79M -19,083 -22%
SW
131
SteelPeak Wealth
California
$6.25M -$4.99M -52,911 -44%
HHGA
132
Halbert Hargrove Global Advisors
California
$6.19M +$45.5K +484 +0.7%
SXL
133
Summit X LLC
Missouri
$6.09M -$1.88M -20,028 -24%
FA
134
Financial Advisors
Massachusetts
$5.99M +$6.67K +71 +0.1%
HGWM
135
Horst & Graben Wealth Management
Oregon
$5.98M -$6.53M -69,586 -52%
MWM
136
Modera Wealth Management
New Jersey
$5.96M -$99.4K -1,058 -2%
KFSC
137
Keystone Financial Services (Colorado)
Colorado
$5.92M -$3.14M -33,479 -35%
EWM
138
Empirical Wealth Management
Washington
$5.84M +$168K +1,784 +3%
DAS
139
Dynamic Advisor Solutions
Arizona
$5.81M -$133K -1,419 -2%
Two Sigma Investments
140
Two Sigma Investments
New York
$5.79M +$1.94M +20,700 +50%
SAMC
141
Spectrum Asset Management (California)
California
$5.79M -$198K -2,100 -3%
KPWS
142
Kestra Private Wealth Services
Texas
$5.76M +$458K +4,878 +9%
PFG
143
Pacific Financial Group
Washington
$5.74M -$136K -1,448 -2%
PWM
144
Perigon Wealth Management
California
$5.72M -$1.64M -17,463 -22%
PAG
145
Private Advisor Group
New Jersey
$5.66M -$334K -3,557 -6%
Susquehanna International Group
146
Susquehanna International Group
Pennsylvania
$5.45M +$4.44M +47,227 +436%
LRWA
147
Long Run Wealth Advisors
New York
$5.32M -$341K -3,633 -6%
AR
148
Apeiron RIA
Texas
$5.31M -$1.32M -14,061 -20%
UCFA
149
United Capital Financial Advisors
Texas
$5.3M -$419K -4,463 -7%
SCA
150
Snowden Capital Advisors
New York
$5.29M -$1.01M -10,738 -16%