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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 %
SPWG
451
Syntegra Private Wealth Group
Missouri
$563K -$22K -171 -4%
SDJVC
452
St. Denis J. Villere & Co
Louisiana
$561K – – –
RWP
453
RWA Wealth Partners
Massachusetts
$557K +$312K +2,422 +127%
AWMNH
454
Arcadia Wealth Management (New Hampshire)
New Hampshire
$556K +$161K +1,248 +41%
W
455
WealthCollab
Washington
$555K – – –
AA
456
Ancora Advisors
Ohio
$551K -$85.8K -666 -13%
WFA
457
Wade Financial Advisory
California
$541K -$18.9K -147 -3%
CFIA
458
Cantor Fitzgerald Investment Advisors
New York
$538K -$7.09K -55 -1%
CIBC World Market
459
CIBC World Market
Ontario, Canada
$533K – – –
ACS
460
Archford Capital Strategies
Illinois
$533K – – –
SW
461
SVB Wealth
Massachusetts
$528K +$528K +4,097 New
RFP
462
Root Financial Partners
California
$522K -$13.5K -105 -3%
BAAM
463
Baker Avenue Asset Management
California
$518K +$1.68K +13 +0.3%
CB
464
Commerce Bank
Missouri
$517K – – –
B
465
Bailard
California
$514K – – –
VWA
466
Visionary Wealth Advisors
Illinois
$511K -$2.58K -20 -0.5%
JIC
467
Johnson Investment Counsel
Ohio
$509K +$3.61K +28 +0.7%
OPCM
468
Osborne Partners Capital Management
California
$500K -$24.5K -190 -5%
ACI
469
Alpha Cubed Investments
California
$492K +$902 +7 +0.2%
LF
470
Lantz Financial
Illinois
$487K +$4.51K +35 +0.9%
PFM
471
Peak Financial Management
Massachusetts
$482K – – –
TW
472
Traveka Wealth
California
$480K +$480K +3,727 New
RWM
473
RKL Wealth Management
Pennsylvania
$478K +$1.42K +11 +0.3%
T
474
Tableaux
Massachusetts
$478K +$478K +3,708 New
MWM
475
Maripau Wealth Management
Indiana
$474K +$474K +3,682 New
17 18
19
20 21