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iShares ESG Aware MSCI USA Value ETF

8 hedge funds and large institutions have $4.28M invested in iShares ESG Aware MSCI USA Value ETF in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
8
Holders Change
+1
Holders Change %
+14.29%
% of All Funds
0.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
2
Reduced
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$2.82M
TRCT
2
Tower Research Capital (TRC)
New York
$771K +$728K +25,303 +1,698%
CCWM
3
Cassaday & Co Wealth Management
Virginia
$371K +$371K +12,910 New
HighTower Advisors
4
HighTower Advisors
Illinois
$223K +$223K +7,744 New
LFG
5
Larson Financial Group
Missouri
$39.4K +$16K +556 +68%
AA
6
Addison Advisors
Vermont
$33.1K
SWA
7
SOA Wealth Advisors
New York
$22.8K +$22.8K +793 New
Osaic Holdings
8
Osaic Holdings
Arizona
$3.02K
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
-$294K -9,814 Closed
P
10
&Partners
Tennessee
-$200K -6,689 Closed