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iShares ESG Aware MSCI USA ETF
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Overview Fund Activity

781 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, 322 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
781
Holders Change
+46
Holders Change %
+6.26%
% of All Funds
10.4%
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
322
Closed
50
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
Northern Trust
Illinois
$849M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.53B
3
Morgan Stanley
Morgan Stanley
New York
$317M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$111M
5
LPL Financial
LPL Financial
California
$217M

Top Sellers

1
BlackRock
BlackRock
New York
$277M
2
Bank of America
Bank of America
North Carolina
$1.69B
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$69.6M
4
FAIM
Financial Advocates Investment Management
Washington
$1.15M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$53.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWP
276
Gen-Wealth Partners
Michigan
$1.43M -$26.5K -206 -2%
APW
277
Austin Private Wealth
Texas
$1.43M -$7.21K -56 -0.5%
BF
278
Brooklyn FI
New York
$1.42M +$76.3K +592 +6%
FPAS
279
Focus Partners Advisor Solutions
Missouri
$1.4M +$302K +2,347 +27%
CWM
280
Cranbrook Wealth Management
Michigan
$1.4M +$157K +1,219 +13%
Kovitz Investment Group Partners
281
Kovitz Investment Group Partners
Illinois
$1.39M +$47.1K +366 +4%
AA
282
Advisory Alpha
Michigan
$1.38M -$2.71K -21 -0.2%
ISFAN
283
Investor's Fiduciary Advisor Network
Washington
$1.38M +$1.38M +10,684 New
Bessemer Group
284
Bessemer Group
New Jersey
$1.35M +$24.7K +192 +2%
MFA
285
Morling Financial Advisors
California
$1.34M +$26.7K +207 +2%
AI
286
Atria Investments
North Carolina
$1.32M -$377K -2,928 -22%
WWP
287
WR Wealth Planners
Missouri
$1.29M -$1.56M -12,104 -55%
WAL
288
W Advisors LLC
Tennessee
$1.29M -$95.7K -743 -7%
PFA
289
Pure Financial Advisors
California
$1.29M +$61.4K +477 +5%
PSA
290
Plum Street Advisors
Louisiana
$1.28M -$61.1K -474 -5%
MOS
291
MGO One Seven
Ohio
$1.27M +$59.8K +464 +5%
Qube Research & Technologies (QRT)
292
Qube Research & Technologies (QRT)
United Kingdom
$1.27M +$542K +4,211 +75%
CWM
293
Congress Wealth Management
Massachusetts
$1.26M -$75.1K -583 -6%
MAMG
294
Milestone Asset Management Group
Connecticut
$1.26M +$1.26M +9,810 New
JWCA
295
J.W. Cole Advisors
Florida
$1.25M -$87.2K -677 -7%
WIA
296
World Investment Advisors
California
$1.24M +$205K +1,595 +20%
NB
297
NBT Bank
New York
$1.23M -$76.8K -596 -6%
WA
298
WBH Advisory
Maryland
$1.23M -$4.25K -33 -0.3%
CA
299
CWC Advisors
Oregon
$1.22M -$38.9K -302 -3%
RCAG
300
Rehmann Capital Advisory Group
Michigan
$1.22M +$53.3K +414 +5%
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