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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 %
OGF
401
Orin Green Financial
California
$846K +$239K +2,282 +39%
CWM
402
Cornerstone Wealth Management
Missouri
$846K -$18K -172 -2%
SRB
403
Shotwell Rutter Baer
Michigan
$837K +$837K +7,970 New
TPCW
404
TD Private Client Wealth
New York
$828K -$8.18K -78 -1%
BBA
405
BLB&B Advisors
Pennsylvania
$819K -$49.1K -468 -6%
CI Investments Inc
406
CI Investments Inc
Ontario, Canada
$813K -$23.6K -225 -3%
IA
407
IFP Advisors
Florida
$811K -$464K -4,423 -36%
PNC Financial Services Group
408
PNC Financial Services Group
Pennsylvania
$809K -$25.1K -239 -3%
AF
409
Apexium Financial
Texas
$807K -$143K -1,363 -15%
SDJVC
410
St. Denis J. Villere & Co
Louisiana
$801K +$801K +7,632 New
OIA
411
OneDigital Investment Advisors
Kansas
$798K +$798K +7,603 New
WHCI
412
W.H. Cornerstone Investments
Massachusetts
$796K -$258K -2,459 -24%
SPI
413
Sutton Place Investors
New York
$795K -$91.1K -868 -10%
TIA
414
Traphagen Investment Advisors
New Jersey
$787K +$1.89K +18 +0.2%
ACA
415
American Capital Advisory
Idaho
$784K +$784K +7,474 New
IFAM
416
Institutional & Family Asset Management
Colorado
$782K -$40.5K -386 -5%
HWMA
417
Heritage Wealth Management (Arizona)
Arizona
$777K +$777K +7,408 New
TPWA
418
Twin Peaks Wealth Advisors
California
$770K +$770K +7,335 New
SVWAG
419
Sound View Wealth Advisors Group
Georgia
$762K +$4.72K +45 +0.6%
KP
420
Keel Point
Alabama
$746K +$255K +2,429 +52%
NL
421
NWAM LLC
Washington
$738K -$34.6K -330 -4%
CW
422
CreativeOne Wealth
Kansas
$731K +$18.6K +177 +3%
FHA
423
Flagship Harbor Advisors
Massachusetts
$726K -$23.4K -223 -3%
PS
424
Principal Securities
Iowa
$720K +$720K +6,860 New
EFL
425
ERn Financial LLC
Wisconsin
$713K +$17.2K +164 +2%
15 16
17
18 19