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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 %
WP
251
WealthShield Partners
North Carolina
$1.58M +$27.1K +215 +2%
RFA
252
RTD Financial Advisors
Pennsylvania
$1.58M +$60.4K +479 +4%
Comerica Bank
253
Comerica Bank
Texas
$1.57M -$176K -1,392 -10%
KV
254
Kickstand Ventures
New York
$1.56M -$2.4K -19 -0.2%
SFA
255
Sequoia Financial Advisors
Ohio
$1.54M -$49.7K -394 -3%
BWL
256
Bogart Wealth LLC
Virginia
$1.54M -$3.32M -26,350 -68%
Baird Financial Group
257
Baird Financial Group
Wisconsin
$1.53M -$133K -1,054 -8%
William Blair & Company
258
William Blair & Company
Illinois
$1.53M -$48.5K -384 -3%
Focus Partners Wealth
259
Focus Partners Wealth
Massachusetts
$1.51M -$3.26M -25,856 -68%
CWA
260
Clearview Wealth Advisors
Oregon
$1.51M +$15.1K +120 +1%
AWM
261
AE Wealth Management
Kansas
$1.51M -$265K -2,101 -15%
VA
262
Valmark Advisers
Ohio
$1.51M -$54.8K -434 -3%
Barclays
263
Barclays
United Kingdom
$1.5M -$467K -3,700 -24%
CPIG
264
Chicago Partners Investment Group
Illinois
$1.48M -$46.8K -369 -3%
JFG
265
JMG Financial Group
Illinois
$1.48M – – –
GWP
266
Gen-Wealth Partners
Michigan
$1.44M +$37.2K +292 +3%
AIM
267
Acropolis Investment Management
Missouri
$1.43M +$77K +610 +6%
COCM
268
Charter Oak Capital Management
New Hampshire
$1.42M +$49.2K +390 +4%
APW
269
Austin Private Wealth
Texas
$1.41M -$13.9K -110 -1%
CFGS
270
Concourse Financial Group Securities
Alabama
$1.4M +$111K +877 +9%
AA
271
Advisory Alpha
Michigan
$1.36M -$42.4K -336 -3%
WAL
272
W Advisors LLC
Tennessee
$1.35M -$68.8K -545 -5%
SFG
273
SNS Financial Group
Minnesota
$1.35M -$12.4K -98 -0.9%
PSA
274
Plum Street Advisors
Louisiana
$1.32M -$26.2K -208 -2%
JWCA
275
J.W. Cole Advisors
Florida
$1.31M -$84.9K -673 -6%
9 10
11
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