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iShares ESG Aware MSCI USA ETF

649 hedge funds and large institutions have $22.8B invested in iShares ESG Aware MSCI USA ETF in 2022 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 372 increasing their positions, 143 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
649
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
10.27%
Holding in Top 10
111
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.91%
% of All Funds
1.76%
New
65
Increased
372
Reduced
143
Closed
52
Calls
$314K
Puts
Net Calls
+$314K
Net Calls Change
+$314K
Name Holding Trade Value Shares
Change
Shares
Change %
WAL
176
W Advisors LLC
Tennessee
$7.19M -$870K -8,582 -11%
GWM
177
GSB Wealth Management
Connecticut
$7.16M -$1.86M -18,378 -21%
TA
178
Tiedemann Advisors
New York
$7.12M +$1.11M +10,908 +18%
BAM
179
Belpointe Asset Management
Nevada
$6.94M +$1.16M +11,416 +20%
PA
180
PFG Advisors
Arizona
$6.91M +$793K +7,827 +13%
CA
181
CoreCap Advisors
Michigan
$6.77M +$851K +8,393 +14%
CCFM
182
Clear Creek Financial Management
Washington
$6.61M +$1.84M +18,137 +39%
PO
183
Private Ocean
California
$6.57M +$601K +5,925 +10%
Mariner
184
Mariner
Kansas
$6.52M +$1.62K +16 +0%
SWM
185
Scissortail Wealth Management
Oklahoma
$6.45M +$6.45M +67,509 New
WWP
186
Waypoint Wealth Partners
California
$6.45M -$325K -3,207 -5%
Bank of Nova Scotia
187
Bank of Nova Scotia
Ontario, Canada
$6.45M -$7.27M -71,696 -53%
AR
188
Apeiron RIA
Texas
$6.39M -$6.17M -61,435 -49%
BCI
189
Brinker Capital Investments
Pennsylvania
$6.24M +$413K +4,072 +7%
CAM
190
Concorde Asset Management
Michigan
$6.17M -$758K -7,477 -11%
BWP
191
Bernardo Wealth Planning
Pennsylvania
$6.16M +$151K +1,487 +3%
HHGA
192
Halbert Hargrove Global Advisors
California
$6.03M +$534K +5,274 +10%
WEG
193
World Equity Group
Illinois
$5.92M +$5.92M +58,373 New
MHB
194
Midwest Heritage Bank
Iowa
$5.83M +$226K +2,232 +4%
CF
195
Centaurus Financial
California
$5.82M -$482K -4,752 -8%
T
196
TRUADVICE
Florida
$5.77M +$421K +4,548 +8%
IAN
197
Integrated Advisors Network
Texas
$5.76M +$1.07M +10,590 +23%
MIM
198
Macroview Investment Management
Maryland
$5.76M +$335K +3,308 +6%
FAIM
199
Financial Advocates Investment Management
Washington
$5.75M +$428K +4,222 +8%
MBT
200
Montecito Bank & Trust
California
$5.65M -$283K -2,795 -5%