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iShares ESG Aware MSCI USA ETF
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Overview Fund Activity

748 hedge funds and large institutions have $11.8B invested in iShares ESG Aware MSCI USA ETF in 2023 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 270 increasing their positions, 282 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
748
Holders Change
+51
Holders Change %
+7.32%
% of All Funds
10.96%
Holding in Top 10
48
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.67%
% of All Funds
0.7%
New
105
Increased
270
Reduced
282
Closed
46
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$373M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$247M
3
Bank of America
Bank of America
North Carolina
+$59.3M
4
Citigroup
Citigroup
New York
+$46.7M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$40.1M

Top Sellers

1
MB
Mizuho Bank
Japan
-$244M
2
Northern Trust
Northern Trust
Illinois
-$153M
3
TLIC
Taiyo Life Insurance Company
Japan
-$123M
4
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$85.8M
5
Osaic Holdings
Osaic Holdings
Arizona
-$56.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMG
301
Pioneer Wealth Management Group
Texas
$1.53M +$127K +1,206 +9%
CW
302
Cook Wealth
North Carolina
$1.52M +$1.12M +10,450 +275%
JPG
303
Jordan Park Group
California
$1.52M +$4.41K +42 +0.3%
CWA
304
Clearview Wealth Advisors
Oregon
$1.51M -$317K -3,025 -17%
DE
305
Day & Ennis
Georgia
$1.5M -$98.7K -941 -6%
BFEC
306
Benjamin F. Edwards & Company
Missouri
$1.5M +$114K +1,086 +8%
GA
307
GFS Advisors
Texas
$1.49M – – –
PTC
308
Private Trust Company
Ohio
$1.49M +$114K +1,091 +8%
SPIA
309
Strategic Point Investment Advisors
Rhode Island
$1.45M +$54.6K +520 +4%
RIS
310
Retirement Income Solutions
Michigan
$1.43M +$800K +7,629 +127%
GS
311
GTS Securities
New York
$1.41M -$4.04M -38,491 -74%
QWP
312
Quotient Wealth Partners
Texas
$1.4M +$1.4M +13,314 New
CWM
313
Congress Wealth Management
Massachusetts
$1.38M +$138K +1,313 +11%
AA
314
Advisory Alpha
Michigan
$1.37M -$867K -8,266 -39%
HIF
315
Hill Island Financial
Michigan
$1.36M +$10.2K +97 +0.8%
William Blair & Company
316
William Blair & Company
Illinois
$1.35M -$2.52K -24 -0.2%
AIM
317
Acropolis Investment Management
Missouri
$1.31M +$3.36K +32 +0.3%
O3W
318
Omni 360 Wealth
New Jersey
$1.3M +$1.3M +12,404 New
CPIG
319
Chicago Partners Investment Group
Illinois
$1.3M +$76.9K +720 +6%
QPWM
320
Quadrant Private Wealth Management
Pennsylvania
$1.29M -$738K -7,033 -36%
RFA
321
RTD Financial Advisors
Pennsylvania
$1.28M +$51.5K +491 +4%
JFG
322
JMG Financial Group
Illinois
$1.28M -$34.5K -329 -3%
1SB
323
1ST Source Bank
Indiana
$1.28M -$21K -200 -2%
GWP
324
Gateway Wealth Partners
Wisconsin
$1.26M +$118K +1,126 +10%
M&T Bank
325
M&T Bank
New York
$1.26M -$24.3K -232 -2%
11 12
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