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iShares ESG Aware MSCI USA ETF

741 hedge funds and large institutions have $10.2B invested in iShares ESG Aware MSCI USA ETF in 2024 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 191 increasing their positions, 370 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
741
Holders Change
+7
Holders Change %
+0.95%
% of All Funds
10.78%
Holding in Top 10
21
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-32.26%
% of All Funds
0.31%
New
60
Increased
191
Reduced
370
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WWP
176
WR Wealth Planners
Missouri
$2.97M -$129K -1,080 -4%
BRIA
177
Balanced Rock Investment Advisors
Massachusetts
$2.96M +$7.4K +62 +0.3%
EWP
178
Elevation Wealth Partners
California
$2.95M +$671K +5,624 +29%
DT
179
Diversified Trust
Tennessee
$2.95M -$17.9K -150 -0.6%
JPG
180
Jordan Park Group
California
$2.9M +$1M +8,406 +53%
Rockefeller Capital Management
181
Rockefeller Capital Management
New York
$2.85M +$478K +4,005 +20%
PCA
182
Prosperity Capital Advisors
Ohio
$2.8M -$394K -3,302 -12%
BSB
183
Bangor Savings Bank
Maine
$2.8M +$5.61K +47 +0.2%
CIAS
184
Capital Investment Advisory Services
North Carolina
$2.79M -$29.2K -245 -1%
KWA
185
Kingswood Wealth Advisors
California
$2.74M -$1.91K -16 -0.1%
FFN
186
Focus Financial Network
Minnesota
$2.71M -$24.9K -204 -0.9%
WS
187
Wedbush Securities
California
$2.69M +$10.4K +87 +0.4%
CA
188
CoreCap Advisors
Michigan
$2.67M -$1.03M -8,599 -28%
Pathstone Holdings
189
Pathstone Holdings
New Jersey
$2.65M +$1.69M +14,160 +175%
FWM
190
Fingerlakes Wealth Management
New York
$2.6M -$88.2K -739 -3%
Citadel Advisors
191
Citadel Advisors
Florida
$2.59M +$44.6K +374 +2%
AF
192
Advisornet Financial
Minnesota
$2.49M -$1.53M -12,796 -38%
MIS
193
Morningstar Investment Services
Illinois
$2.46M -$419K -3,497 -15%
AssetMark Inc
194
AssetMark Inc
California
$2.45M +$242K +2,030 +11%
OWMIAS
195
One Wealth Management Investment & Advisory Services
Florida
$2.44M -$2.12M -17,746 -46%
TWC
196
TD Waterhouse Canada
Ontario, Canada
$2.39M -$93.2K -780 -4%
FFWA
197
Forthright Family Wealth Advisory
Texas
$2.34M -$246K -2,064 -10%
SAMC
198
Spectrum Asset Management (California)
California
$2.34M -$50.9K -427 -2%
OWM
199
Opes Wealth Management
California
$2.3M +$108K +905 +5%
FG
200
Foster Group
Iowa
$2.27M +$23.4K +196 +1%