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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 Market Value Shares Shares
Change
Shares
Change %
CAPTRUST Financial Advisors
126
CAPTRUST Financial Advisors
North Carolina
$5.79M 48,499 +220 +0.5%
FWCM
127
Ferguson Wellman Capital Management
Oregon
$5.65M 47,361 -68 -0.1%
WWP
128
Waypoint Wealth Partners
California
$5.61M 47,044
PWM
129
Perigon Wealth Management
California
$5.57M 46,706 +2,929 +7%
TC
130
Trilogy Capital
California
$5.52M 46,238 -1,105 -2%
IFWM
131
Institute for Wealth Management
Colorado
$5.33M 44,630 +860 +2%
HPFG
132
Hart & Patterson Financial Group
Massachusetts
$5.26M 44,102 -3,165 -7%
WA
133
Wealth Architects
California
$5.26M 44,071 +14,671 +50%
SWG
134
Summit Wealth Group
Vermont
$5.26M 44,047 -1,722 -4%
RF
135
RHS Financial
California
$5.23M 43,822 -590 -1%
PAG
136
Private Advisor Group
New Jersey
$5.19M 43,537 -12,192 -22%
LRWA
137
Long Run Wealth Advisors
New York
$5.08M 42,602 -9,533 -18%
RA
138
RFG Advisory
Alabama
$5.05M 42,303 +5,246 +14%
ACA
139
Aptus Capital Advisors
Alabama
$4.93M 41,317 -406 -1%
MCWS
140
McKinley Carter Wealth Services
West Virginia
$4.91M 41,133 -1,090 -3%
KWS
141
Keystone Wealth Services
California
$4.72M 39,592 -929 -2%
SWP
142
Stratos Wealth Partners
Ohio
$4.6M 38,557 -461 -1%
BWL
143
Bogart Wealth LLC
Virginia
$4.6M 38,536 +4,867 +14%
Prudential Financial
144
Prudential Financial
New Jersey
$4.59M 38,498 -25,384 -40%
Focus Partners Wealth
145
Focus Partners Wealth
Massachusetts
$4.52M 37,859 +5,254 +16%
VFA
146
Valeo Financial Advisors
Indiana
$4.46M 37,343 -411 -1%
Franklin Resources
147
Franklin Resources
California
$4.39M 36,797 -23,061 -39%
LNWWM
148
Laird Norton Wetherby Wealth Management
California
$4.21M 35,297 +6 +0%
IAN
149
Integrated Advisors Network
Texas
$4.2M 35,183 +445 +1%
MBT
150
Montecito Bank & Trust
California
$4.19M 35,122 -6,818 -16%