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iShares ESG Aware MSCI USA ETF
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Overview Fund Activity

781 hedge funds and large institutions have $10.9B invested in iShares ESG Aware MSCI USA ETF in 2024 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 234 increasing their positions, 322 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
781
Holders Change
+46
Holders Change %
+6.26%
% of All Funds
10.4%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.32%
New
109
Increased
234
Reduced
322
Closed
50
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
Northern Trust
Illinois
$849M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.53B
3
Morgan Stanley
Morgan Stanley
New York
$317M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$111M
5
LPL Financial
LPL Financial
California
$217M

Top Sellers

1
BlackRock
BlackRock
New York
$277M
2
Bank of America
Bank of America
North Carolina
$1.69B
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$69.6M
4
FAIM
Financial Advocates Investment Management
Washington
$1.15M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$53.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
226
Snowden Capital Advisors
New York
$1.86M -$88.1K -684 -5%
BWP
227
BlueStem Wealth Partners
Minnesota
$1.85M +$1.85M +14,353 New
BWL
228
Bogart Wealth LLC
Virginia
$1.85M +$277K +2,148 +18%
SWM
229
SigFig Wealth Management
California
$1.84M -$19.3K -149 -1%
G
230
GenTrust
Florida
$1.84M +$1.03K +8 +0.1%
OFP
231
OLIO Financial Planning
Virginia
$1.83M -$484K -3,754 -21%
MCM
232
Mendel Capital Management
Arkansas
$1.83M +$3.22K +25 +0.2%
BRWA
233
B. Riley Wealth Advisors
Florida
$1.82M -$2.19M -16,966 -54%
PI
234
PFG Investments
New York
$1.82M +$21.3K +165 +1%
CCFM
235
Clear Creek Financial Management
Washington
$1.81M -$384K -2,980 -17%
GA
236
GFS Advisors
Texas
$1.8M – – –
KPWS
237
Kestra Private Wealth Services
Texas
$1.79M -$113K -877 -6%
SPIA
238
Strategic Point Investment Advisors
Rhode Island
$1.76M +$15.5K +120 +0.9%
SXL
239
Summit X LLC
Missouri
$1.73M -$69.2K -537 -4%
AWE
240
Avidian Wealth Enterprises
Texas
$1.67M +$3.22K +25 +0.2%
SFC
241
SYM Financial Corp
Indiana
$1.65M +$388K +3,014 +31%
NA
242
Nottingham Advisors
New York
$1.64M -$155K -1,206 -9%
Baird Financial Group
243
Baird Financial Group
Wisconsin
$1.64M +$73K +567 +5%
TWP
244
Tempus Wealth Planning
California
$1.63M -$383K -2,971 -19%
MLA
245
My Legacy Advisors
Oregon
$1.63M -$47.3K -362 -3%
AR
246
Apeiron RIA
Texas
$1.62M -$22.8K -177 -1%
AWM
247
AE Wealth Management
Kansas
$1.61M +$70.3K +546 +5%
CFGS
248
Concourse Financial Group Securities
Alabama
$1.61M +$118K +885 +8%
Comerica Bank
249
Comerica Bank
Texas
$1.6M -$7.86K -61 -0.5%
GRP
250
Global Retirement Partners
California
$1.59M -$69.3K -538 -4%
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