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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 %
TWA
426
Talisman Wealth Advisors
New Jersey
$645K -$12.8K -99 -2%
XF
427
XML Financial
Maryland
$643K -$515 -4 -0.1%
CAM
428
Cresset Asset Management
Illinois
$639K +$129 +1 +0%
BFP
429
Brewster Financial Planning
New York
$638K -$45.1K -350 -7%
WAP
430
Wealthcare Advisory Partners
Pennsylvania
$637K -$17.6K -137 -3%
US Bancorp
431
US Bancorp
Minnesota
$635K -$74.6K -579 -11%
RP
432
Riverwater Partners
Wisconsin
$634K -$16.7K -130 -3%
KWM
433
Kingsview Wealth Management
Oregon
$629K -$26.9K -209 -4%
FCI
434
Financial Counselors Inc
Kansas
$622K -$3.87K -30 -0.6%
CAM
435
Concorde Asset Management
Michigan
$620K -$8.37K -65 -1%
MSFS
436
Main Street Financial Solutions
Pennsylvania
$618K +$1.93K +15 +0.3%
SFG
437
Sovereign Financial Group
Connecticut
$614K +$87.1K +676 +17%
KFSC
438
Keystone Financial Services (Colorado)
Colorado
$610K – – –
HFS
439
Howard Financial Services
Texas
$608K +$1.03K +8 +0.2%
GM
440
GeoWealth Management
Illinois
$602K -$152K -1,182 -20%
CWM
441
Certus Wealth Management
California
$596K – – –
GVAG
442
Great Valley Advisor Group
Delaware
$591K +$33.6K +261 +6%
S
443
SignatureFD
Georgia
$589K +$64.9K +504 +12%
CC
444
Copperleaf Capital
North Carolina
$589K -$91.2K -708 -13%
IWM
445
IHT Wealth Management
Illinois
$584K -$50K -388 -8%
QC
446
Quent Capital
New York
$582K -$68.9K -535 -11%
LWM
447
Liberty Wealth Management
California
$580K -$176K -1,366 -23%
USCWA
448
U.S. Capital Wealth Advisors
Texas
$573K -$5.54K -43 -1%
LFA
449
Level Financial Advisors
New York
$571K -$11.6K -90 -2%
SF
450
Synovus Financial
Georgia
$569K -$51.5K -400 -8%
16 17
18
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