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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 %
MCIA
151
Mountain Capital Investment Advisors
Colorado
$9.19M +$329K +4,020 +4%
WEG
152
World Equity Group
Illinois
$9.06M +$2.13M +26,798 +31%
CAPTRUST Financial Advisors
153
CAPTRUST Financial Advisors
North Carolina
$8.88M -$1.05M -13,193 -11%
AF
154
Advisornet Financial
Minnesota
$8.61M -$296K -3,733 -3%
MFA
155
Mayflower Financial Advisors
Massachusetts
$8.59M +$2.53M +38,038 +42%
Schroder Investment Management Group
156
Schroder Investment Management Group
United Kingdom
$8.58M +$1.37M +17,201 +19%
SHGA
157
Sand Hill Global Advisors
California
$8.57M +$1.12M +14,097 +15%
Rockefeller Capital Management
158
Rockefeller Capital Management
New York
$8.43M -$20K -252 -0.2%
MIAN
159
Mariner Independent Advisor Network
Kansas
$8.42M +$2.64M +33,249 +46%
TCA
160
Transcend Capital Advisors
New Jersey
$8M +$600K +7,555 +8%
NL
161
NWAM LLC
Washington
$8M +$637K +8,018 +9%
SCA
162
STALEY CAPITAL ADVISERS
Pennsylvania
$7.95M -$1.43M -18,000 -15%
BFA
163
BMS Financial Advisors
South Dakota
$7.79M -$3.06M -38,547 -28%
AC
164
Apella Capital
Connecticut
$7.75M +$753K +9,478 +11%
MYIA
165
Mount Yale Investment Advisors
Colorado
$7.74M +$646K +8,130 +9%
AWE
166
Avidian Wealth Enterprises
Texas
$7.72M -$232K -2,919 -3%
IA
167
IFP Advisors
Florida
$7.7M +$1.15K +19 +0%
4WM
168
4J Wealth Management
Virginia
$7.6M +$44.8K +564 +0.6%
SAMC
169
Spectrum Asset Management (California)
California
$7.52M -$266K -3,353 -3%
JSW
170
Journey Strategic Wealth
New Jersey
$7.41M -$286K -3,604 -4%
JIC
171
Joel Isaacson & Co
New York
$7.28M +$860K +10,827 +13%
AG
172
Ascent Group
Virginia
$7.15M +$3.29M +38,340 +85%
Baird Financial Group
173
Baird Financial Group
Wisconsin
$6.91M -$13.5K -170 -0.2%
PAMG
174
Patton Albertson Miller Group
Tennessee
$6.73M -$316K -3,974 -4%
WWP
175
WR Wealth Planners
Missouri
$6.62M -$61.9K -780 -0.9%