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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 %
T
176
TCWP
Ohio
$4.68M -$407K -4,181 -8%
SWM
177
SigFig Wealth Management
California
$4.68M -$254K -2,638 -5%
SWG
178
Summit Wealth Group
Vermont
$4.68M -$478M -4,901,564 -99%
WWP
179
WR Wealth Planners
Missouri
$4.66M -$213K -2,189 -4%
FWI
180
Facet Wealth Inc
Maryland
$4.63M -$128K -1,295 -3%
WWP
181
Waypoint Wealth Partners
California
$4.61M
CAG
182
Csenge Advisory Group
Florida
$4.6M -$565K -5,800 -11%
Cerity Partners
183
Cerity Partners
New York
$4.51M +$709K +7,278 +19%
AWM
184
Apollon Wealth Management
South Carolina
$4.51M -$8.37M -85,836 -65%
AF
185
Advisornet Financial
Minnesota
$4.5M -$96K -985 -2%
FHB
186
First Hawaiian Bank
Hawaii
$4.5M +$4.5M +46,164 New
PA
187
PFG Advisors
Arizona
$4.4M -$2.15M -22,103 -33%
BHWM
188
Bay Harbor Wealth Management
Maryland
$4.38M -$101K -1,040 -2%
MLA
189
My Legacy Advisors
Oregon
$4.34M +$115K +1,158 +3%
AWE
190
Avidian Wealth Enterprises
Texas
$4.25M -$304K -3,120 -7%
OP
191
ORG Partners
Indiana
$4.22M +$4.22M +43,235 New
MYIA
192
Mount Yale Investment Advisors
Colorado
$4.21M +$70.8K +726 +2%
KFAA
193
Klaas Financial Asset Advisors
Illinois
$4.2M -$270K -2,775 -6%
IFWM
194
Institute for Wealth Management
Colorado
$4.18M +$308K +3,157 +8%
FWCM
195
Ferguson Wellman Capital Management
Oregon
$4.16M -$118K -1,212 -3%
VFA
196
Valeo Financial Advisors
Indiana
$4.14M
FRA
197
FFG Retirement Advisors
Colorado
$4.13M -$5.96M -61,157 -59%
SWP
198
Stratos Wealth Partners
Ohio
$4.1M -$1.09M -11,203 -21%
PWMG
199
Provence Wealth Management Group
California
$4.05M -$4.59M -47,073 -53%
Two Sigma Investments
200
Two Sigma Investments
New York
$4M +$4M +41,000 New