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iShares ESG Aware MSCI USA ETF
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Overview Fund Activity

782 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, 323 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
782
Holders Change
+47
Holders Change %
+6.39%
% of All Funds
10.41%
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
323
Closed
50
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
Northern Trust
Illinois
+$205M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$120M
3
Morgan Stanley
Morgan Stanley
New York
+$36.7M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$33.8M
5
LPL Financial
LPL Financial
California
+$30.8M

Top Sellers

1
BlackRock
BlackRock
New York
-$146M
2
Bank of America
Bank of America
North Carolina
-$58.9M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$29.4M
4
FAIM
Financial Advocates Investment Management
Washington
-$15M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$14.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SVWG
251
Shared Vision Wealth Group
United States
$1.58M -$154K -1,197 -9%
HSWS
252
Higgins & Schmidt Wealth Strategies
Colorado
$1.58M +$1.58M +12,237 New
VA
253
Valmark Advisers
Ohio
$1.57M +$30.5K +237 +2%
SA
254
Sovran Advisors
California
$1.57M +$1.57M +12,208 New
GAM
255
Gould Asset Management
California
$1.56M -$168K -1,302 -10%
CWA
256
Clearview Wealth Advisors
Oregon
$1.56M +$10.6K +82 +0.7%
JFG
257
JMG Financial Group
Illinois
$1.55M +$46.9K +364 +3%
RFA
258
RTD Financial Advisors
Pennsylvania
$1.55M -$58.7K -456 -4%
MNA
259
Manning & Napier Advisors
New York
$1.53M -$106K -825 -6%
CPIG
260
Chicago Partners Investment Group
Illinois
$1.53M +$14K +108 +0.9%
WWG
261
West Wealth Group
California
$1.53M -$344K -2,671 -18%
William Blair & Company
262
William Blair & Company
Illinois
$1.53M -$32.1K -249 -2%
AIM
263
Acropolis Investment Management
Missouri
$1.52M +$62.1K +482 +4%
SFS
264
Sowell Financial Services
Arkansas
$1.51M -$1.65M -12,773 -52%
DC
265
Davenport & Co
Virginia
$1.5M +$210K +1,630 +16%
WP
266
WealthShield Partners
North Carolina
$1.5M -$107K -828 -7%
SFPM
267
Sensible Financial Planning & Management
Massachusetts
$1.5M +$366K +2,845 +32%
SP
268
Symmetry Partners
Connecticut
$1.5M +$319K +2,476 +27%
SFA
269
Sequoia Financial Advisors
Ohio
$1.49M -$83K -644 -5%
Acadian Asset Management
270
Acadian Asset Management
Massachusetts
$1.48M -$5.02M -38,990 -77%
KV
271
Kickstand Ventures
New York
$1.47M -$119K -924 -7%
AG
272
Ascent Group
Virginia
$1.45M -$211K -1,639 -13%
SFG
273
SNS Financial Group
Minnesota
$1.45M +$76.4K +593 +6%
COCM
274
Charter Oak Capital Management
New Hampshire
$1.45M -$3.09K -24 -0.2%
TSS
275
Two Sigma Securities
New York
$1.44M +$97.1K +754 +7%
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