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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 %
PPP
201
Private Portfolio Partners
New Jersey
$5.6M +$378K +3,729 +7%
PA
202
Parkside Advisors
California
$5.54M +$98.5K +972 +2%
Citigroup
203
Citigroup
New York
$5.51M -$9.84M -97,112 -64%
ACS
204
Archford Capital Strategies
Illinois
$5.27M +$201K +1,984 +4%
BOH
205
Bank of Hawaii
Hawaii
$5.22M
RCM
206
Raleigh Capital Management
North Carolina
$5.16M +$133K +1,314 +3%
LRWA
207
Long Run Wealth Advisors
New York
$5.14M +$183K +1,809 +4%
LNWWM
208
Laird Norton Wetherby Wealth Management
California
$5.12M +$711K +7,011 +16%
WAS
209
Wealth Advisory Solutions
Indiana
$5.11M +$5.11M +50,377 New
CIAS
210
Capital Investment Advisory Services
North Carolina
$5.07M +$344K +3,395 +7%
BTWM
211
Baker Tilly Wealth Management
Wisconsin
$5.04M +$845K +8,338 +20%
TC
212
Trilogy Capital
California
$4.93M +$974K +9,610 +25%
MCAI
213
Members Capital Advisors Inc
Wisconsin
$4.93M
MHR
214
Matthew Hamilton Rosenberg
$4.89M -$403K -3,978 -8%
LF
215
Lantz Financial
Illinois
$4.85M +$805K +7,942 +20%
AllianceBernstein
216
AllianceBernstein
Tennessee
$4.82M +$530K +5,230 +12%
MMA
217
Miracle Mile Advisors
California
$4.79M -$1.72K -17 -0%
BFEC
218
Benjamin F. Edwards & Company
Missouri
$4.77M +$358K +3,534 +8%
LNC
219
Lincoln National Corp
Pennsylvania
$4.69M +$95.4K +941 +2%
AG
220
Ascent Group
Virginia
$4.58M +$694K +6,845 +18%
SWG
221
Summit Wealth Group
Vermont
$4.51M +$544K +5,369 +14%
CFD
222
Creative Financial Designs
Indiana
$4.36M +$956K +9,437 +28%
SC
223
Savant Capital
Illinois
$4.26M +$126K +1,240 +3%
PFM
224
Parsec Financial Management
North Carolina
$4.2M +$871K +8,595 +26%
LSAG
225
Lake Street Advisors Group
New Hampshire
$4.16M +$302K +2,983 +8%