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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 %
IAS
376
IMA Advisory Services
Colorado
$957K – – –
CPP
377
Capasso Planning Partners
South Carolina
$948K +$99.3K +946 +12%
SPC
378
Sigma Planning Corp
Michigan
$946K -$796K -7,589 -46%
LWMG
379
Levy Wealth Management Group
Pennsylvania
$936K +$6.93K +66 +0.7%
BF
380
Brooklyn FI
New York
$935K -$67.9K -647 -7%
DADC
381
D.A. Davidson & Co
Montana
$928K +$5.04K +48 +0.5%
SAG
382
SageView Advisory Group
California
$927K +$415K +3,836 +81%
WAP
383
Wealthcare Advisory Partners
Pennsylvania
$926K -$4.41K -42 -0.5%
ST
384
Sentinel Trust
Texas
$920K +$18.2K +173 +2%
CFD
385
Creative Financial Designs
Indiana
$920K -$49.8K -475 -5%
LIA
386
LifePlan Investment Advisors
North Carolina
$917K +$150K +1,425 +19%
MBFW
387
Morton Brown Family Wealth
Pennsylvania
$912K +$8.08K +77 +0.9%
VA
388
Valmark Advisers
Ohio
$909K +$50.5K +481 +6%
SFG
389
SNS Financial Group
Minnesota
$899K +$63.8K +608 +8%
BSW
390
Buckingham Strategic Wealth
Missouri
$881K +$309K +2,946 +54%
SMWM
391
Silvia McColl Wealth Management
California
$880K +$72.4K +690 +9%
AGWCA
392
Annis Gardner Whiting Capital Advisors
Florida
$874K +$2.83K +27 +0.3%
MWM
393
Meridian Wealth Management
Kentucky
$872K -$23K -219 -3%
FPGK
394
Financial Partners Group (Kansas)
Kansas
$867K +$734 +7 +0.1%
SAM
395
Strategy Asset Managers
California
$857K +$26K +248 +3%
BIG
396
Bush Investment Group
Georgia
$855K +$855K +7,861 New
AWM
397
Aspire Wealth Management
Massachusetts
$853K -$5.04K -48 -0.6%
LW
398
Libra Wealth
California
$852K – – –
MA
399
MKT Advisors
California
$848K – – –
Millennium Management
400
Millennium Management
New York
$848K -$2.8M -26,728 -77%
14 15
16
17 18