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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 %
VFA
176
Valeo Financial Advisors
Indiana
$3.94M -$48.4K -515 -1%
WWP
177
WR Wealth Planners
Missouri
$3.91M -$584K -6,218 -13%
SWP
178
Stratos Wealth Partners
Ohio
$3.88M -$73.4K -782 -2%
RIA
179
Regal Investment Advisors
Michigan
$3.87M -$1.45M -15,413 -27%
AF
180
Allworth Financial
California
$3.85M -$2.71M -28,868 -41%
RF
181
RHS Financial
California
$3.83M +$181K +1,925 +5%
CFGS
182
Concourse Financial Group Securities
Alabama
$3.81M -$3.06M -32,467 -45%
CA
183
CoreCap Advisors
Michigan
$3.8M -$31.8K -339 -0.8%
PFG
184
PAX Financial Group
Texas
$3.77M -$3.76M -40,040 -50%
OAP
185
One Advisory Partners
Kansas
$3.7M -$72.7K -774 -2%
PWMG
186
Provence Wealth Management Group
California
$3.69M -$214K -2,284 -5%
AF
187
Advisornet Financial
Minnesota
$3.63M -$708K -7,538 -16%
Two Sigma Advisers
188
Two Sigma Advisers
New York
$3.59M +$2.22M +23,600 +162%
MCWS
189
McKinley Carter Wealth Services
West Virginia
$3.5M -$25.8K -275 -0.7%
MAM
190
Magellan Asset Management
Australia
$3.4M
WF
191
Williams Financial
Vermont
$3.39M -$1.45M -15,431 -30%
WWA
192
WCG Wealth Advisors
Nevada
$3.38M +$35K +373 +1%
TLFA
193
True Link Financial Advisors
California
$3.35M -$465K -4,948 -12%
IAN
194
Integrated Advisors Network
Texas
$3.28M -$135K -1,439 -4%
Millennium Management
195
Millennium Management
New York
$3.27M -$3.99M -42,472 -55%
GW
196
GW & Wade
Massachusetts
$3.27M +$17.4K +185 +0.5%
CWM
197
Certus Wealth Management
California
$3.26M +$64.5K +687 +2%
LSAG
198
Lake Street Advisors Group
New Hampshire
$3.23M
MYIA
199
Mount Yale Investment Advisors
Colorado
$3.21M -$845K -8,993 -21%
AAMC
200
Asset Allocation & Management Company
Illinois
$3.19M