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iShares ESG Aware MSCI USA ETF

697 hedge funds and large institutions have $10.6B invested in iShares ESG Aware MSCI USA ETF in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 158 increasing their positions, 369 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
697
Holders Change
-5
Holders Change %
-0.71%
% of All Funds
11.11%
Holding in Top 10
45
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-19.64%
% of All Funds
0.72%
New
57
Increased
158
Reduced
369
Closed
51
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BNP Paribas Financial Markets
151
BNP Paribas Financial Markets
France
$5.19M +$2.33M +24,795 +81%
Citadel Advisors
152
Citadel Advisors
Florida
$5.15M +$575K +6,123 +13%
FWI
153
Facet Wealth Inc
Maryland
$5.06M +$774K +8,444 +18%
CAPTRUST Financial Advisors
154
CAPTRUST Financial Advisors
North Carolina
$4.99M -$737K -7,852 -13%
FHA
155
First Horizon Advisors
Tennessee
$4.94M -$911K -9,703 -16%
GS
156
GTS Securities
New York
$4.87M +$4.87M +51,889 New
FFN
157
Focus Financial Network
Minnesota
$4.87M -$1.59M -16,969 -25%
LWM
158
Liberty Wealth Management
California
$4.66M -$1.83M -19,502 -28%
MBT
159
Montecito Bank & Trust
California
$4.65M -$133K -1,419 -3%
KFAA
160
Klaas Financial Asset Advisors
Illinois
$4.6M +$557K +5,928 +14%
SL
161
SWMG LLC
Texas
$4.6M -$1.41M -15,063 -24%
RA
162
RFG Advisory
Alabama
$4.55M -$2.5M -26,616 -35%
TC
163
TownSquare Capital
Utah
$4.49M +$2.98M +31,703 +197%
TC
164
Trilogy Capital
California
$4.49M +$4.88K +52 +0.1%
CCFM
165
Clear Creek Financial Management
Washington
$4.48M -$316K -3,358 -7%
SWG
166
Summit Wealth Group
Vermont
$4.48M -$28.2K -300 -0.6%
TCA
167
Transcend Capital Advisors
New Jersey
$4.45M -$685K -7,299 -13%
KWS
168
Keystone Wealth Services
California
$4.45M -$1.34M -14,293 -23%
WWP
169
Waypoint Wealth Partners
California
$4.44M
IFWM
170
Institute for Wealth Management
Colorado
$4.24M +$212K +2,253 +5%
SPAS
171
Spectrum Planning & Advisory Services
California
$4.23M -$1.4M -14,929 -25%
FWCM
172
Ferguson Wellman Capital Management
Oregon
$4.2M +$191K +2,039 +5%
RZH
173
Relyea Zuckerberg Hanson
Connecticut
$4.09M +$495K +5,269 +14%
Fidelity Investments
174
Fidelity Investments
Massachusetts
$4.03M +$689K +7,335 +21%
AWM
175
Apollon Wealth Management
South Carolina
$3.95M -$395K -4,210 -9%