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iShares ESG Aware MSCI USA ETF
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Overview Fund Activity

741 hedge funds and large institutions have $10.2B invested in iShares ESG Aware MSCI USA ETF in 2024 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 191 increasing their positions, 370 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
741
Holders Change
+7
Holders Change %
+0.95%
% of All Funds
10.78%
Holding in Top 10
21
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-32.26%
% of All Funds
0.31%
New
60
Increased
191
Reduced
370
Closed
42
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$158M
2
Northern Trust
Northern Trust
Illinois
+$132M
3
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$84.6M
4
Betterment LLC
Betterment LLC
New York
+$79.4M
5
Citigroup
Citigroup
New York
+$59.9M

Top Sellers

1
GA
GFS Advisors
Texas
-$666M
2
BOI
Bank of Italy
Italy
-$238M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$207M
4
SMFG
Sumitomo Mitsui Financial Group
Japan
-$133M
5
LPL Financial
LPL Financial
California
-$66.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MYIA
276
Mount Yale Investment Advisors
Colorado
$1.39M -$101K -844 -7%
WAL
277
W Advisors LLC
Tennessee
$1.35M -$99.6K -835 -7%
APW
278
Austin Private Wealth
Texas
$1.34M -$112K -937 -8%
AA
279
Advisory Alpha
Michigan
$1.32M -$123K -1,034 -9%
JWCA
280
J.W. Cole Advisors
Florida
$1.32M -$955 -8 -0.1%
EWA
281
EP Wealth Advisors
California
$1.32M +$146K +1,223 +12%
GWP
282
Gen-Wealth Partners
Michigan
$1.31M -$1.82M -15,261 -58%
COCM
283
Charter Oak Capital Management
New Hampshire
$1.3M -$59.2K -496 -4%
SFG
284
SNS Financial Group
Minnesota
$1.28M +$240K +2,008 +23%
Tudor Investment Corp
285
Tudor Investment Corp
Connecticut
$1.28M +$1.28M +10,751 New
AIM
286
Acropolis Investment Management
Missouri
$1.28M -$192K -1,612 -13%
NB
287
NBT Bank
New York
$1.28M -$161K -1,351 -11%
PSA
288
Plum Street Advisors
Louisiana
$1.27M +$24.8K +208 +2%
M&T Bank
289
M&T Bank
New York
$1.25M -$38.8K -325 -3%
Bessemer Group
290
Bessemer Group
New Jersey
$1.24M +$596 +5 +0%
BF
291
Brooklyn FI
New York
$1.23M +$130K +1,087 +12%
MFA
292
Morling Financial Advisors
California
$1.23M -$4.89K -41 -0.4%
CFGS
293
Concourse Financial Group Securities
Alabama
$1.22M -$1.08M -9,058 -47%
CWM
294
Congress Wealth Management
Massachusetts
$1.21M -$193K -1,620 -14%
MFG
295
Magnus Financial Group
New York
$1.21M +$3.82K +32 +0.3%
CWG
296
Crown Wealth Group
North Carolina
$1.21M – – –
CCM
297
Coldstream Capital Management
Washington
$1.2M -$91.9K -770 -7%
Millennium Management
298
Millennium Management
New York
$1.19M -$1.74M -14,545 -59%
PTC
299
Private Trust Company
Ohio
$1.18M -$258K -2,164 -18%
SG
300
StoneX Group
New York
$1.18M +$1.18M +9,907 New
10 11
12
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