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iShares ESG Aware MSCI USA ETF

697 hedge funds and large institutions have $12B invested in iShares ESG Aware MSCI USA ETF in 2023 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 180 increasing their positions, 364 reducing their positions, and 55 closing their positions.

Holders
697
Holders Change
-7
Holders Change %
-0.99%
% of All Funds
11.16%
Holding in Top 10
63
Holding in Top 10 Change
-42
Holding in Top 10 Change %
-40%
% of All Funds
1.01%
New
68
Increased
180
Reduced
364
Closed
55
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DL
151
DOHJ LLC
Washington
$6.16M -$1.88M -20,772 -23%
PA
152
PFG Advisors
Arizona
$6.08M -$1.17M -12,897 -16%
CWG
153
Crown Wealth Group
North Carolina
$6.07M -$757K -8,369 -11%
UCFA
154
United Capital Financial Advisors
Texas
$6.05M -$250K -2,768 -4%
TA
155
Tiedemann Advisors
New York
$6.04M -$106K -1,172 -2%
SPAS
156
Spectrum Planning & Advisory Services
California
$5.93M -$3.65M -40,400 -38%
PFG
157
Pacific Financial Group
Washington
$5.84M -$114K -1,258 -2%
MWM
158
Maripau Wealth Management
Indiana
$5.84M -$156K -1,726 -3%
TCA
159
Transcend Capital Advisors
New Jersey
$5.69M -$2.49M -27,481 -30%
PFM
160
Parsec Financial Management
North Carolina
$5.64M +$493K +5,453 +10%
LRWA
161
Long Run Wealth Advisors
New York
$5.62M -$64.9K -717 -1%
CC
162
Copperleaf Capital
North Carolina
$5.61M -$829K -9,165 -13%
FA
163
Financial Advisors
Massachusetts
$5.6M +$40.3K +446 +0.7%
HHGA
164
Halbert Hargrove Global Advisors
California
$5.58M +$1.23M +13,585 +28%
SAMC
165
Spectrum Asset Management (California)
California
$5.57M -$277K -3,061 -5%
Fisher Asset Management
166
Fisher Asset Management
Washington
$5.44M +$341K +3,771 +7%
LNC
167
Lincoln National Corp
Pennsylvania
$5.41M +$374K +4,133 +7%
OAP
168
One Advisory Partners
Kansas
$5.33M -$4.88M -53,921 -48%
BPA
169
Beacon Pointe Advisors
California
$5.28M +$4.55M +50,287 +626%
RIA
170
Regal Investment Advisors
Michigan
$5.17M -$6.72M -74,278 -56%
CS
171
Comerica Securities
Michigan
$5.13M -$13.4M -148,612 -72%
KPWS
172
Kestra Private Wealth Services
Texas
$5.08M +$4.57M +50,580 +904%
PFGIA
173
Patriot Financial Group Insurance Agency
Massachusetts
$5.05M -$1.53M -16,893 -23%
TF
174
Trek Financial
Arizona
$5.04M -$9.68M -107,050 -66%
AllianceBernstein
175
AllianceBernstein
Tennessee
$4.97M +$397K +4,390 +9%