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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 %
MHR
301
Matthew Hamilton Rosenberg
$1.21M -$43.4K -337 -3%
CCM
302
Coldstream Capital Management
Washington
$1.21M -$59.5K -462 -5%
CWG
303
Crown Wealth Group
North Carolina
$1.2M -$66.3K -515 -5%
DADC
304
D.A. Davidson & Co
Montana
$1.2M – – –
CIA
305
Compass Ion Advisors
Pennsylvania
$1.19M – – –
BBA
306
BLB&B Advisors
Pennsylvania
$1.19M -$22.9K -178 -2%
BFM
307
Boston Financial Management
Massachusetts
$1.18M – – –
SI
308
Stephens Inc
Arkansas
$1.18M -$2.71K -21 -0.2%
EWA
309
EP Wealth Advisors
California
$1.16M +$50.1K +389 +5%
FAIM
310
Financial Advocates Investment Management
Washington
$1.15M -$15M -116,364 -93%
EFG
311
Elios Financial Group
Ohio
$1.14M -$20.5K -159 -2%
TFO
312
Tarbox Family Office
California
$1.14M +$1.16K +9 +0.1%
SAG
313
SageView Advisory Group
California
$1.13M +$773 +6 +0.1%
M&T Bank
314
M&T Bank
New York
$1.12M -$207K -1,610 -16%
NL
315
NEPC LLC
Massachusetts
$1.12M +$1.12M +8,664 New
MWS
316
Maxwell Wealth Strategies
California
$1.11M – – –
MFG
317
Magnus Financial Group
New York
$1.11M -$200K -1,549 -15%
EB
318
Eastern Bank
Massachusetts
$1.1M -$27.3K -212 -2%
BAM
319
Belpointe Asset Management
Nevada
$1.08M +$28.7K +232 +3%
RCS
320
Retirement Capital Strategies
California
$1.08M -$18K -140 -2%
MSA
321
Marino Stram & Associates
Massachusetts
$1.07M +$1.93K +15 +0.2%
SWA
322
Stratos Wealth Advisors
Ohio
$1.07M +$6.44K +50 +0.6%
FWP
323
Firethorn Wealth Partners
Georgia
$1.07M -$15.6K -121 -1%
CA
324
CoreCap Advisors
Michigan
$1.07M -$1.5M -11,659 -58%
AWA
325
Aaron Wealth Advisors
Illinois
$1.07M -$142K -1,101 -12%
11 12
13
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