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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.

Holders
748
Holders Change
+51
Holders Change %
+7.32%
% of All Funds
10.97%
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
1
Morgan Stanley
New York
$668M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.12B
3
Bank of America
3
Bank of America
North Carolina
$1.42B
4
Citigroup
4
Citigroup
New York
$55.3M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.33B

Top Sellers

1
MB
1
Mizuho Bank
Japan
$0
2
Northern Trust
2
Northern Trust
Illinois
$325M
3
TLIC
3
Taiyo Life Insurance Company
Japan
$0
4
VMPIC
4
Varma Mutual Pension Insurance Co
Finland
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$136M
Name Market Value Shares Shares
Change 		Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$66.6M 634,830 +14,754 +2%
PCIG
27
Partners Capital Investment Group
Massachusetts
$55.5M 528,512 +61,362 +13%
Citigroup
28
Citigroup
New York
$55.3M 526,816 +445,566 +548%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$52.2M 497,803 -52,982 -10%
WP
30
WealthSource Partners
California
$50.2M 478,322 -39,799 -8%
FT
31
Fiduciary Trust
Massachusetts
$47.4M 451,686 +51,564 +13%
PCA
32
Prosperity Capital Advisors
Ohio
$45.2M 431,035 +42,234 +11%
UBS Group
33
UBS Group
Switzerland
$43M 409,365 -14,825 -3%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$40.9M 389,850 -53,552 -12%
CAN
35
Cetera Advisor Networks
California
$38.5M 366,992 +61,152 +20%
HighTower Advisors
36
HighTower Advisors
Illinois
$36.8M 351,065 +19,542 +6%
NA
37
NewEdge Advisors
Louisiana
$36.8M 349,226 +17,606 +5%
JC
38
JB Capital
Connecticut
$36.6M 348,421 +39,576 +13%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$36.3M 346,285 -13,916 -4%
AA
40
Alesco Advisors
New York
$33.8M 322,155 -26,322 -8%
AIA
41
Ally Invest Advisors
North Carolina
$33.1M 315,643 +10,305 +3%
Mercer Global Advisors
42
Mercer Global Advisors
Colorado
$32.7M 311,378 -152,641 -33%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$31.4M 299,560 +12,195 +4%
UCFA
44
United Capital Financial Advisors
Texas
$31.3M 298,248 +241,794 +428%
VI
45
Vestcor Inc
New Brunswick, Canada
$28.3M 269,500 – –
Creative Planning
46
Creative Planning
Kansas
$25.9M 246,761 +9,611 +4%
KeyBank National Association
47
KeyBank National Association
Ohio
$24.7M 235,554 +8,341 +4%
BCM
48
Brookstone Capital Management
Illinois
$24.1M 229,662 -2,205 -1%
Stifel Financial
49
Stifel Financial
Missouri
$23.7M 225,436 +19,373 +9%
SHJ
50
Sharkey, Howes & Javer
Colorado
$23.6M 224,520 -9,345 -4%
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