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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 %
OSAM
326
O'Shaughnessy Asset Management
Connecticut
$1.06M +$568K +4,407 +115%
BBP
327
Banco BTG Pactual
Brazil
$1.05M +$489K +3,800 +86%
MHB
328
Midwest Heritage Bank
Iowa
$1.05M -$67.5K -524 -6%
GKWIM
329
Gerber Kawasaki Wealth & Investment Management
California
$1.03M -$35.8K -278 -3%
VA
330
Vident Advisory
Georgia
$1.03M -$39.9K -310 -4%
OGF
331
Orin Green Financial
California
$1.03M -$1.01M -7,978 Closed
WFS
332
WealthGarden F.S.
California
$1.02M +$29.8K +231 +3%
MBFW
333
Morton Brown Family Wealth
Pennsylvania
$1.02M -$77K -598 -7%
RFP
334
RCS Financial Planning
Maryland
$1.02M -$73.9K -574 -7%
PTC
335
Private Trust Company
Ohio
$1.01M -$68.3K -530 -6%
KL
336
KilterHowling LLC
Colorado
$1.01M -$276K -2,086 -22%
ST
337
Sentinel Trust
Texas
$1M -$162K -1,260 -14%
RWS
338
Retirement Wealth Solutions
Wisconsin
$994K +$994K +7,783 New
AF
339
Apexium Financial
Texas
$994K – – –
SAM
340
Strategy Asset Managers
California
$972K -$53.1K -412 -5%
CI Investments Inc
341
CI Investments Inc
Ontario, Canada
$966K -$51.5K -400 -5%
TIA
342
Traphagen Investment Advisors
New Jersey
$958K -$1.93K -15 -0.2%
EFL
343
ERn Financial LLC
Wisconsin
$950K +$44.8K +348 +5%
IA
344
IFG Advisory
Georgia
$947K +$947K +7,351 New
HFS
345
Hughes Financial Services
Virginia
$946K +$946K +7,341 New
ACA
346
American Capital Advisory
Idaho
$942K -$15.1K -117 -2%
KP
347
Keel Point
Alabama
$935K +$19.6K +152 +2%
BIA
348
Bigelow Investment Advisors
Maine
$929K -$54.9K -426 -6%
MFA
349
McClarren Financial Advisors
Pennsylvania
$925K +$422K +3,279 +84%
BPA
350
Beacon Pointe Advisors
California
$924K -$19.2K -149 -2%
12 13
14
15 16