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iShares ESG Aware MSCI USA ETF
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Overview Fund Activity

734 hedge funds and large institutions have $10.4B invested in iShares ESG Aware MSCI USA ETF in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 184 increasing their positions, 384 reducing their positions, and 65 closing their positions.

Holders
734
Holders Change
-14
Holders Change %
-1.87%
% of All Funds
10.64%
Holding in Top 10
31
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-35.42%
% of All Funds
0.45%
New
66
Increased
184
Reduced
384
Closed
65
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
1
Northern Trust
Illinois
$416M
2
SG Americas Securities
2
SG Americas Securities
New York
$47.8M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$51.8M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.27B
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$27.9M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$533M
2
Morgan Stanley
2
Morgan Stanley
New York
$315M
3
LPL Financial
3
LPL Financial
California
$230M
4
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$87.1M
5
PAS
5
Park Avenue Securities
New York
$53M
Name Market Value Shares Shares
Change 		Shares
Change %
OFP
251
OLIO Financial Planning
Virginia
$1.89M 17,993 – –
WCM
252
Windham Capital Management
Massachusetts
$1.88M 16,392 – –
GC
253
Garde Capital
Washington
$1.88M 16,334 +22 +0.1%
GWM
254
GSB Wealth Management
Connecticut
$1.87M 16,224 -79 -0.5%
AWM
255
AE Wealth Management
Kansas
$1.86M 16,139 -65,192 -80%
PI
256
PFG Investments
New York
$1.85M 16,110 +4,220 +35%
RIA
257
Regal Investment Advisors
Michigan
$1.83M 15,955 -26,741 -63%
SFA
258
Sequoia Financial Advisors
Ohio
$1.83M 15,919 -1,456 -8%
JPG
259
Jordan Park Group
California
$1.82M 15,870 +1,386 +10%
BTWM
260
Baker Tilly Wealth Management
Wisconsin
$1.81M 15,714 -4,635 -23%
BFG
261
Beacon Financial Group
Texas
$1.79M 15,611 -1,619 -9%
CWA
262
Clearview Wealth Advisors
Oregon
$1.79M 15,595 +1,218 +8%
RJT
263
Raymond James Trust
Florida
$1.79M 15,574 -224 -1%
SXL
264
Summit X LLC
Missouri
$1.77M 15,373 -49,753 -76%
KPWS
265
Kestra Private Wealth Services
Texas
$1.77M 15,361 -26,259 -63%
GAM
266
Gould Asset Management
California
$1.76M 15,346 -590 -4%
SWM
267
Spire Wealth Management
Virginia
$1.75M 15,262 -3,744 -20%
SCA
268
Scott Capital Advisors
Oregon
$1.75M 15,355 -1,222 -7%
SVWG
269
Shared Vision Wealth Group
United States
$1.74M 15,133 -8,530 -36%
AGWCA
270
Annis Gardner Whiting Capital Advisors
Florida
$1.68M 14,606 +6,273 +75%
GRP
271
Global Retirement Partners
California
$1.65M 14,382 -2,163 -13%
MCM
272
Mendel Capital Management
Arkansas
$1.63M 14,194 -459 -3%
LFA
273
Legacy Financial Advisors
Kentucky
$1.63M 14,191 -960 -6%
RIS
274
Retirement Income Solutions
Michigan
$1.62M 14,108 +480 +4%
NA
275
Nottingham Advisors
New York
$1.61M 14,042 -1,281 -8%
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