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iShares ESG Aware MSCI USA ETF
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Overview Fund Activity

748 hedge funds and large institutions have $11.8B invested in iShares ESG Aware MSCI USA ETF in 2023 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 270 increasing their positions, 282 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
748
Holders Change
+51
Holders Change %
+7.32%
% of All Funds
10.97%
Holding in Top 10
48
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.67%
% of All Funds
0.7%
New
105
Increased
270
Reduced
282
Closed
46
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$668M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.12B
3
Bank of America
Bank of America
North Carolina
$1.42B
4
Citigroup
Citigroup
New York
$55.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.33B

Top Sellers

1
MB
Mizuho Bank
Japan
$0
2
Northern Trust
Northern Trust
Illinois
$325M
3
TLIC
Taiyo Life Insurance Company
Japan
$0
4
VMPIC
Varma Mutual Pension Insurance Co
Finland
$0
5
Osaic Holdings
Osaic Holdings
Arizona
$136M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCP
226
Verus Capital Partners
Arizona
$2.71M +$720K +6,861 +36%
HWM
227
HB Wealth Management
Georgia
$2.64M +$167K +1,595 +7%
FGAM
228
Financial Gravity Asset Management
Texas
$2.61M +$43K +17,218 +2%
DT
229
Diversified Trust
Tennessee
$2.61M -$6.3K -60 -0.2%
Baird Financial Group
230
Baird Financial Group
Wisconsin
$2.6M +$596K +5,680 +30%
CIAS
231
Capital Investment Advisory Services
North Carolina
$2.57M -$24.1K -230 -0.9%
AG
232
Ascent Group
Virginia
$2.53M -$208K -1,884 -8%
CT
233
Cambridge Trust
Massachusetts
$2.52M -$5.56K -53 -0.2%
SVWG
234
Shared Vision Wealth Group
United States
$2.48M +$2.48M +23,663 New
WS
235
Wedbush Securities
California
$2.43M -$7.14K -68 -0.3%
BSB
236
Bangor Savings Bank
Maine
$2.37M -$145K -1,382 -6%
BHWM
237
Bay Harbor Wealth Management
Maryland
$2.35M +$105K +1,000 +5%
RSWM
238
Robertson Stephens Wealth Management
California
$2.33M -$800K -7,627 -26%
FWM
239
Fingerlakes Wealth Management
New York
$2.28M -$125K -1,188 -5%
TWC
240
TD Waterhouse Canada
Ontario, Canada
$2.28M -$341K -3,317 -13%
FFWA
241
Forthright Family Wealth Advisory
Texas
$2.28M +$2.28M +21,708 New
MRC
242
Millburn Ridgefield Corp
New York
$2.26M +$1.85M +17,672 +455%
IAIM
243
International Assets Investment Management
Florida
$2.21M +$2.21M +21,095 New
AF
244
Allworth Financial
California
$2.21M -$2.09M -19,950 -49%
TLFA
245
True Link Financial Advisors
California
$2.2M -$1.54M -14,682 -41%
PFGIA
246
Patriot Financial Group Insurance Agency
Massachusetts
$2.18M -$315K -3,006 -13%
Renaissance Technologies
247
Renaissance Technologies
New York
$2.15M +$2.15M +20,500 New
BTWM
248
Baker Tilly Wealth Management
Wisconsin
$2.14M -$63.7K -607 -3%
SWA
249
Stratos Wealth Advisors
Ohio
$2.11M +$107K +1,018 +5%
WWA
250
WCG Wealth Advisors
Nevada
$2.06M -$1.72M -16,437 -46%
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