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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 %
First Trust Advisors
401
First Trust Advisors
Illinois
$727K +$727K +5,640 New
CFG
402
Cornerstone Financial Group
Nebraska
$725K +$725K +5,627 New
VW
403
Veridan Wealth
Oregon
$723K +$723K +5,503 New
WWM
404
Western Wealth Management
Colorado
$721K +$7.34K +57 +1%
WC
405
Weil Company
California
$720K +$372K +2,890 +107%
PFGIA
406
Patriot Financial Group Insurance Agency
Massachusetts
$714K -$1.4M -10,880 -66%
KFP
407
Keener Financial Planning
Texas
$711K -$69.6K -541 -9%
FGC
408
Financial Gravity Companies
Texas
$708K -$120K -930 -14%
SL
409
Sentinus LLC
Illinois
$707K -$1.44M -11,203 -67%
SWM
410
Spire Wealth Management
Virginia
$706K -$78.6K -610 -10%
IF
411
Intrua Financial
Texas
$699K -$3.22K -25 -0.5%
SAW
412
Signal Advisors Wealth
Michigan
$692K -$6.83K -53 -1%
DE
413
Diversified Enterprises
Delaware
$690K -$244K -1,895 -26%
APWA
414
Atlas Private Wealth Advisors
New Jersey
$689K -$100K -780 -13%
TVM
415
True Vision MN
Minnesota
$687K +$51.3K +398 +8%
GDP
416
Great Diamond Partners
Maine
$686K -$1.16K -9 -0.2%
OCM
417
One Capital Management
California
$681K -$242K -1,879 -26%
MGP
418
Metis Global Partners
California
$677K -$100K -778 -13%
MCAI
419
Members Capital Advisors Inc
Wisconsin
$671K – – –
FA
420
Fiduciary Alliance
South Carolina
$667K +$644 +5 +0.1%
PA
421
PFG Advisors
Arizona
$653K +$17.4K +135 +3%
Lido Advisors
422
Lido Advisors
California
$652K -$12.9K -100 -2%
TF
423
Theory Financial
Colorado
$651K +$156K +1,209 +31%
RCA
424
Resonant Capital Advisors
Wisconsin
$650K – – –
DA
425
Detalus Advisors
Missouri
$649K +$773 +6 +0.1%
15 16
17
18 19