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iShares ESG Aware MSCI USA ETF

702 hedge funds and large institutions have $12.8B invested in iShares ESG Aware MSCI USA ETF in 2023 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 226 increasing their positions, 337 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
702
Holders Change
+5
Holders Change %
+0.72%
% of All Funds
11.07%
Holding in Top 10
56
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-11.11%
% of All Funds
0.88%
New
60
Increased
226
Reduced
337
Closed
50
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FA
151
Financial Advisors
Massachusetts
$6.21M +$169K +1,735 +3%
SAMC
152
Spectrum Asset Management (California)
California
$6.19M +$188K +1,934 +3%
DAS
153
Dynamic Advisor Solutions
Arizona
$6.17M +$1.03M +10,537 +20%
PFG
154
Pacific Financial Group
Washington
$6.1M -$199K -2,043 -3%
FHA
155
First Horizon Advisors
Tennessee
$6.07M -$870K -8,930 -13%
KWS
156
Keystone Wealth Services
California
$6.01M -$4.57M -46,919 -43%
CAPTRUST Financial Advisors
157
CAPTRUST Financial Advisors
North Carolina
$5.95M -$1.34M -13,726 -18%
UCFA
158
United Capital Financial Advisors
Texas
$5.94M -$587K -6,024 -9%
EWM
159
Empirical Wealth Management
Washington
$5.89M +$1.18M +12,089 +25%
LRWA
160
Long Run Wealth Advisors
New York
$5.88M -$178K -1,831 -3%
SPAS
161
Spectrum Planning & Advisory Services
California
$5.86M -$543K -5,566 -8%
TF
162
Trek Financial
Arizona
$5.61M +$178K +1,830 +3%
CS
163
Comerica Securities
Michigan
$5.53M +$6.04K +62 +0.1%
RIA
164
Regal Investment Advisors
Michigan
$5.52M -$59K -605 -1%
KPWS
165
Kestra Private Wealth Services
Texas
$5.5M +$23.8K +244 +0.4%
Corient Private Wealth
166
Corient Private Wealth
Florida
$5.39M +$215K +2,205 +4%
TCA
167
Transcend Capital Advisors
New Jersey
$5.33M -$807K -8,283 -13%
Wealth Enhancement Advisory Services
168
Wealth Enhancement Advisory Services
Minnesota
$5.31M +$798K +8,193 +18%
WF
169
Williams Financial
Vermont
$5.02M -$1.73M -17,784 -26%
CCFM
170
Clear Creek Financial Management
Washington
$4.96M +$76.5K +785 +2%
MBT
171
Montecito Bank & Trust
California
$4.96M -$172K -1,765 -3%
WAS
172
Wealth Advisory Solutions
Indiana
$4.94M
TC
173
Trilogy Capital
California
$4.76M +$159K +1,595 +3%
Citadel Advisors
174
Citadel Advisors
Florida
$4.75M -$7.37M -75,629 -61%
FWP
175
Firethorn Wealth Partners
Georgia
$4.7M -$31.2K -320 -0.7%