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iShares ESG Aware MSCI USA ETF
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Overview Fund Activity

735 hedge funds and large institutions have $10.3B invested in iShares ESG Aware MSCI USA ETF in 2024 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 234 increasing their positions, 307 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
735
Holders Change
-6
Holders Change %
-0.81%
% of All Funds
10.63%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.27%
New
51
Increased
234
Reduced
307
Closed
44
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$716M
2
Northern Trust
Northern Trust
Illinois
$631M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.38B
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$23.5M
5
Goldman Sachs
Goldman Sachs
New York
$446M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.71B
2
Morgan Stanley
Morgan Stanley
New York
$275M
3
BlackRock
BlackRock
New York
$414M
4
Citigroup
Citigroup
New York
$69.7M
5
IG
ING Group
Netherlands
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OFP
226
OLIO Financial Planning
Virginia
$1.89M – – –
KPWS
227
Kestra Private Wealth Services
Texas
$1.87M +$48.5K +384 +3%
MGIA
228
Moneta Group Investment Advisors
Missouri
$1.86M – – –
WWG
229
West Wealth Group
California
$1.83M -$228K -1,808 -11%
SWM
230
SigFig Wealth Management
California
$1.81M +$42.5K +338 +2%
G
231
GenTrust
Florida
$1.8M +$277K +2,199 +18%
MCM
232
Mendel Capital Management
Arkansas
$1.79M +$505 +4 +0%
GA
233
GFS Advisors
Texas
$1.77M +$1.76M +13,960 +39,886%
PI
234
PFG Investments
New York
$1.76M +$38.7K +307 +2%
NA
235
Nottingham Advisors
New York
$1.76M +$30.4K +241 +2%
Franklin Resources
236
Franklin Resources
California
$1.76M -$2.97M -23,091 -63%
AF
237
Allworth Financial
California
$1.75M -$92.6K -734 -5%
PWMG
238
Pioneer Wealth Management Group
Texas
$1.75M -$65.4K -518 -4%
1SB
239
1ST Source Bank
Indiana
$1.71M -$1.51K -12 -0.1%
SPIA
240
Strategic Point Investment Advisors
Rhode Island
$1.71M -$11.4K -90 -0.7%
SVWG
241
Shared Vision Wealth Group
United States
$1.7M +$33.9K +269 +2%
GAM
242
Gould Asset Management
California
$1.7M -$169K -1,340 -9%
AI
243
Atria Investments
North Carolina
$1.67M -$198K -1,571 -11%
SXL
244
Summit X LLC
Missouri
$1.66M -$96K -805 -5%
AWE
245
Avidian Wealth Enterprises
Texas
$1.64M +$93.8K +743 +6%
GRP
246
Global Retirement Partners
California
$1.63M -$149K -1,183 -8%
AG
247
Ascent Group
Virginia
$1.63M -$61.4K -487 -4%
MLA
248
My Legacy Advisors
Oregon
$1.62M -$500K -3,961 -24%
AR
249
Apeiron RIA
Texas
$1.61M -$200K -1,586 -11%
MNA
250
Manning & Napier Advisors
New York
$1.61M +$93.8K +743 +6%
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