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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 %
TVM
251
True Vision MN
Minnesota
$2.04M +$2.04M +19,475 New
TWP
252
Tempus Wealth Planning
California
$2.03M -$108K -1,026 -5%
RW
253
REDW Wealth
New Mexico
$2.03M +$136K +1,292 +7%
SWM
254
Spire Wealth Management
Virginia
$2.02M -$67.2K -632 -3%
LWL
255
Leo Wealth LLC
Texas
$1.99M +$1.99M +18,985 New
VCM
256
Vision Capital Management
Oregon
$1.98M -$135K -1,286 -6%
LF
257
Lantz Financial
Illinois
$1.97M +$68.5K +653 +4%
SAW
258
Signal Advisors Wealth
Michigan
$1.95M +$1.95M +18,596 New
WLIM
259
White Lighthouse Investment Management
Massachusetts
$1.94M +$5.77K +55 +0.3%
Rockefeller Capital Management
260
Rockefeller Capital Management
New York
$1.92M +$107K +1,023 +6%
AWA
261
Arete Wealth Advisors
Illinois
$1.91M +$1.62M +15,440 +554%
OFP
262
OLIO Financial Planning
Virginia
$1.89M +$42.8K +407 +2%
CAM
263
Crestone Asset Management
Colorado
$1.89M – – –
PIA
264
Perennial Investment Advisors
California
$1.88M -$1.6M -15,224 -46%
WANY
265
Wealthspire Advisors (New York)
New York
$1.88M -$58.5K -558 -3%
SFA
266
Sequoia Financial Advisors
Ohio
$1.82M +$101K +961 +6%
CFA
267
Cahill Financial Advisors
Minnesota
$1.82M -$89.6K -854 -5%
BFG
268
Beacon Financial Group
Texas
$1.81M +$1.04M +9,940 +136%
MWM
269
Maripau Wealth Management
Indiana
$1.81M -$80K -762 -4%
HSBC Holdings
270
HSBC Holdings
United Kingdom
$1.79M – – –
RFP
271
RCS Financial Planning
Maryland
$1.79M -$58.7K -559 -3%
AssetMark Inc
272
AssetMark Inc
California
$1.77M -$137K -1,302 -7%
KV
273
Kickstand Ventures
New York
$1.77M -$1M -9,533 -36%
BRIA
274
Balanced Rock Investment Advisors
Massachusetts
$1.74M +$1.74M +16,591 New
SCA
275
Scott Capital Advisors
Oregon
$1.74M +$3.78K +36 +0.2%
9 10
11
12 13