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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
10.97%
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 %
CAM
326
Concorde Asset Management
Michigan
$1.26M +$197K +1,875 +19%
PI
327
PFG Investments
New York
$1.25M +$55.4K +528 +5%
MOS
328
MGO One Seven
Ohio
$1.24M +$1.24M +11,822 New
VWM
329
Venturi Wealth Management
Texas
$1.24M +$9.76K +93 +0.8%
PCA
330
Pallas Capital Advisors
Massachusetts
$1.23M -$2.21M -21,068 -64%
T
331
TCWP
Ohio
$1.22M +$33.4K +318 +3%
MFG
332
Magnus Financial Group
New York
$1.22M +$19.5K +186 +2%
BBHC
333
Brown Brothers Harriman & Co
New York
$1.22M – – –
COCM
334
Charter Oak Capital Management
New Hampshire
$1.21M -$36K -343 -3%
RCS
335
Retirement Capital Strategies
California
$1.21M +$105 +1 +0%
CAAS
336
Capital Asset Advisory Services
Michigan
$1.2M -$258K -2,458 -18%
Pathstone Holdings
337
Pathstone Holdings
New Jersey
$1.19M +$1.19M +11,362 New
CCM
338
Coldstream Capital Management
Washington
$1.19M +$231K +2,199 +24%
EWP
339
Elevation Wealth Partners
California
$1.18M – – –
MNG
340
Manning & Napier Group
New York
$1.17M -$1.08M – –
RCAG
341
Rehmann Capital Advisory Group
Michigan
$1.16M +$39.7K +378 +4%
GKWIM
342
Gerber Kawasaki Wealth & Investment Management
California
$1.15M +$322K +3,067 +39%
TI
343
Trexquant Investment
Connecticut
$1.15M -$754K -7,182 -40%
PFA
344
Pure Financial Advisors
California
$1.15M +$533K +5,077 +87%
TPWA
345
TRUE Private Wealth Advisors
Oregon
$1.15M +$234K +2,234 +26%
CWG
346
Crown Wealth Group
North Carolina
$1.14M -$13.6K -130 -1%
TB
347
Treynor Bancshares
Iowa
$1.14M -$778K -7,419 -41%
AA
348
Ancora Advisors
Ohio
$1.12M +$91.2K +869 +9%
CFG
349
Cooper Financial Group
California
$1.11M -$391K -3,728 -26%
CFG
350
Citizens Financial Group
Rhode Island
$1.1M -$90.7K -864 -8%
12 13
14
15 16