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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 %
CAG
201
Csenge Advisory Group
Florida
$3.14M -$1.29M -13,713 -29%
PIA
202
Perennial Investment Advisors
California
$3.11M -$171K -1,818 -5%
FWP
203
Firethorn Wealth Partners
Georgia
$3.11M -$1.42M -15,165 -31%
MLA
204
My Legacy Advisors
Oregon
$3.11M -$991K -10,605 -24%
AWE
205
Avidian Wealth Enterprises
Texas
$3.07M -$1.02M -10,859 -25%
SFS
206
Sowell Financial Services
Arkansas
$3.05M +$558K +5,920 +22%
BWM
207
Baystate Wealth Management
Massachusetts
$3.03M -$38K -405 -1%
FCA
208
FLC Capital Advisors
California
$2.99M -$227K -2,417 -7%
PCA
209
Pallas Capital Advisors
Massachusetts
$2.98M +$600K +6,593 +25%
IWM
210
Integris Wealth Management
California
$2.86M +$451K +4,802 +19%
SC
211
Savant Capital
Illinois
$2.85M +$57.2K +609 +2%
MIM
212
Macroview Investment Management
Maryland
$2.83M -$10.6K -113 -0.4%
WA
213
Wealth Architects
California
$2.82M +$6.39K +68 +0.2%
RSWM
214
Robertson Stephens Wealth Management
California
$2.81M -$718K -7,610 -20%
FRA
215
FFG Retirement Advisors
Colorado
$2.81M -$1.18M -12,529 -30%
BWL
216
Bogart Wealth LLC
Virginia
$2.8M +$328K +3,494 +13%
MFA
217
Mayflower Financial Advisors
Massachusetts
$2.75M -$1.97M -36,254 -42%
SWM
218
SigFig Wealth Management
California
$2.72M -$1.84M -19,642 -40%
EH
219
Equitable Holdings
New York
$2.69M +$1.88K +20 +0.1%
RLIM
220
Red Lighthouse Investment Management
New York
$2.67M
DI
221
DFPG Investments
Utah
$2.66M -$578K -6,071 -18%
RFC
222
Regions Financial Corp
Alabama
$2.65M -$1.22K -13 -0%
TF
223
Trek Financial
Arizona
$2.62M -$2.79M -29,663 -52%
PA
224
Planning Alternatives
Michigan
$2.57M +$133K +1,414 +5%
WWM
225
WT Wealth Management
Arizona
$2.53M +$970K +10,286 +62%