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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 %
EWA
376
EverSource Wealth Advisors
Alabama
$824K -$33.8K -262 -4%
PCA
377
Pallas Capital Advisors
Massachusetts
$823K – – –
5W
378
5T Wealth
California
$821K +$821K +6,375 New
JC
379
JB Capital
Connecticut
$821K +$278K +2,158 +51%
WCFA
380
Walkner Condon Financial Advisors
Wisconsin
$821K +$12.4K +96 +2%
HPM
381
Hoxton Planning & Management
West Virginia
$810K -$10.6K -82 -1%
TWCA
382
Two West Capital Advisors
Kansas
$809K -$25.1K -195 -3%
BSB
383
Bangor Savings Bank
Maine
$804K -$56.4K -438 -7%
Citadel Advisors
384
Citadel Advisors
Florida
$799K +$799K +6,199 New
GSWM
385
Golden State Wealth Management
California
$796K +$796K +6,179 New
SRB
386
Shotwell Rutter Baer
Michigan
$786K -$44.2K -346 -5%
HFO
387
Heritage Family Offices
Arizona
$785K -$30K -233 -4%
Vanguard Group
388
Vanguard Group
Pennsylvania
$781K +$134K +1,037 +21%
CSP
389
Cary Street Partners
Virginia
$779K +$779K +6,044 New
LOIP
390
Live Oak Investment Partners
Texas
$778K -$762K – –
DWP
391
Destiny Wealth Partners
Florida
$777K -$12.9K -100 -2%
AAM
392
Ameraudi Asset Management
New York
$776K – – –
SPI
393
Sutton Place Investors
New York
$775K +$386 +3 +0%
QPWM
394
Quadrant Private Wealth Management
Pennsylvania
$774K -$2.58K -20 -0.3%
FRA
395
Front Row Advisors
California
$746K – – –
FIA
396
Foundations Investment Advisors
Arizona
$745K +$135K +1,049 +22%
Susquehanna International Group
397
Susquehanna International Group
Pennsylvania
$742K -$2.26M -17,554 -75%
FF
398
Farrell Financial
New York
$741K +$1.8K +14 +0.2%
BEI
399
Benjamin Edwards Inc
Missouri
$735K +$6.44K +50 +0.9%
IA
400
IFP Advisors
Florida
$731K +$35.9K +279 +5%
14 15
16
17 18