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iShares ESG Aware MSCI USA ETF

734 hedge funds and large institutions have $10.4B invested in iShares ESG Aware MSCI USA ETF in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 184 increasing their positions, 384 reducing their positions, and 65 closing their positions.

Holders
734
Holders Change
-14
Holders Change %
-1.87%
% of All Funds
10.64%
Holding in Top 10
31
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-35.42%
% of All Funds
0.45%
New
66
Increased
184
Reduced
384
Closed
65
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HHGA
126
Halbert Hargrove Global Advisors
California
$6.14M 53,433 -2,124 -4%
LSAG
127
Lake Street Advisors Group
New Hampshire
$6.09M 52,946 +18,268 +53%
LRWA
128
Long Run Wealth Advisors
New York
$5.99M 52,135 -1,833 -3%
TRCT
129
Tower Research Capital (TRC)
New York
$5.92M 51,498 +51,444 +95,267%
MPW
130
MA Private Wealth
California
$5.85M 50,910 -24,474 -32%
IG
131
ING Group
Netherlands
$5.75M 50,000 +50,000 New
GIA
132
Goodwin Investment Advisory
Georgia
$5.69M 49,484 -6,897 -12%
MA
133
Mutual Advisors
Nebraska
$5.68M 49,436 -15,456 -24%
HFA
134
High Falls Advisors
New York
$5.67M 49,360 -30,902 -39%
FTUS
135
Flow Traders U.S.
New York
$5.58M 48,527 +48,527 New
CAPTRUST Financial Advisors
136
CAPTRUST Financial Advisors
North Carolina
$5.55M 48,279 -3,166 -6%
Fidelity Investments
137
Fidelity Investments
Massachusetts
$5.51M 47,916 -8,651 -15%
FWCM
138
Ferguson Wellman Capital Management
Oregon
$5.45M 47,429 +551 +1%
TC
139
Trilogy Capital
California
$5.44M 47,343 +62 +0.1%
HPFG
140
Hart & Patterson Financial Group
Massachusetts
$5.43M 47,267 -16,875 -26%
KFAA
141
Klaas Financial Asset Advisors
Illinois
$5.43M 47,204 +1,246 +3%
WWP
142
Waypoint Wealth Partners
California
$5.41M 47,044 -125 -0.3%
SWG
143
Summit Wealth Group
Vermont
$5.26M 45,769 -1,959 -4%
TC
144
TownSquare Capital
Utah
$5.19M 45,139 -16,685 -27%
RF
145
RHS Financial
California
$5.11M 44,412 +2,565 +6%
PWM
146
Perigon Wealth Management
California
$5.03M 43,777 -16,374 -27%
IFWM
147
Institute for Wealth Management
Colorado
$5.03M 43,770 -730 -2%
PA
148
Parallel Advisors
California
$4.92M 42,769 +3,750 +10%
MCWS
149
McKinley Carter Wealth Services
West Virginia
$4.85M 42,223 -1,180 -3%
SCA
150
Snowden Capital Advisors
New York
$4.84M 42,133 -16,712 -28%