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iShares ESG Aware MSCI USA ETF

781 hedge funds and large institutions have $10.9B invested in iShares ESG Aware MSCI USA ETF in 2024 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 234 increasing their positions, 322 reducing their positions, and 50 closing their positions.

Holders
781
Holders Change
+46
Holders Change %
+6.26%
% of All Funds
10.4%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.32%
New
109
Increased
234
Reduced
322
Closed
50
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HHGA
126
Halbert Hargrove Global Advisors
California
$5.95M -$229K -1,781 -4%
WA
127
Wealth Architects
California
$5.92M +$13.7K +106 +0.2%
TC
128
Trilogy Capital
California
$5.84M -$235K -1,824 -4%
SWG
129
Summit Wealth Group
Vermont
$5.74M -$25.4K -197 -0.4%
RF
130
RHS Financial
California
$5.68M +$646K +5,014 +13%
PWM
131
Perigon Wealth Management
California
$5.64M +$244K +1,874 +5%
Thrivent Financial for Lutherans
132
Thrivent Financial for Lutherans
Minnesota
$5.55M -$226K -1,716 -4%
ACA
133
Aptus Capital Advisors
Alabama
$5.55M +$355K +2,756 +7%
IC
134
IEQ Capital
California
$5.45M -$696K -5,400 -11%
VFA
135
Valeo Financial Advisors
Indiana
$5.37M -$2.45K -19 -0%
EWP
136
Elevation Wealth Partners
California
$5.31M +$1.35M +10,502 +34%
MCWS
137
McKinley Carter Wealth Services
West Virginia
$5.3M -$51.4K -399 -1%
HPFG
138
Hart & Patterson Financial Group
Massachusetts
$5.28M -$354K -2,750 -6%
LRWA
139
Long Run Wealth Advisors
New York
$5.11M -$318K -2,468 -6%
SWP
140
Stratos Wealth Partners
Ohio
$4.83M -$138K -1,074 -3%
PAG
141
Private Advisor Group
New Jersey
$4.83M -$279K -2,162 -5%
LNWWM
142
Laird Norton Wetherby Wealth Management
California
$4.56M +$10.3K +80 +0.2%
KWS
143
Keystone Wealth Services
California
$4.48M -$287K -2,229 -6%
ST
144
Spinnaker Trust
Maine
$4.46M -$97.1K -754 -2%
IAN
145
Integrated Advisors Network
Texas
$4.37M -$64.4K -500 -1%
IA
146
Integrity Alliance
Iowa
$4.31M +$4.31M +33,435 New
PWA
147
Physician Wealth Advisors
Utah
$4.26M -$94.3K -732 -2%
FDCDDQ
148
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.05M
WWM
149
WT Wealth Management
Arizona
$4M -$386 -3 -0%
P
150
&Partners
Tennessee
$3.87M +$2.57M +19,723 +198%