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iShares ESG Aware MSCI USA ETF
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Overview Fund Activity

741 hedge funds and large institutions have $10.2B invested in iShares ESG Aware MSCI USA ETF in 2024 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 191 increasing their positions, 370 reducing their positions, and 42 closing their positions.

Holders
741
Holders Change
+7
Holders Change %
+0.95%
% of All Funds
10.78%
Holding in Top 10
21
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-32.26%
% of All Funds
0.31%
New
60
Increased
191
Reduced
370
Closed
42
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.77B
2
Northern Trust
2
Northern Trust
Illinois
$564M
3
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$633M
4
Betterment LLC
4
Betterment LLC
New York
$385M
5
Citigroup
5
Citigroup
New York
$134M

Top Sellers

1
GA
1
GFS Advisors
Texas
$1.67M
2
BOI
2
Bank of Italy
Italy
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$346M
4
SMFG
4
Sumitomo Mitsui Financial Group
Japan
$0
5
LPL Financial
5
LPL Financial
California
$172M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$46.4M 388,924 +6,525 +2%
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$41.9M 351,094 -6,211 -2%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$40.1M 336,317 -139,872 -29%
AIA
29
Ally Invest Advisors
North Carolina
$38.6M 323,255 +8,345 +3%
HighTower Advisors
30
HighTower Advisors
Illinois
$37.5M 314,433 -3,064 -1%
MML Investors Services
31
MML Investors Services
Massachusetts
$37.4M 313,304 -187,389 -37%
Osaic Holdings
32
Osaic Holdings
Arizona
$36.9M 309,270 +2,415 +0.8%
AA
33
Alesco Advisors
New York
$36.2M 303,675 -10,485 -3%
KeyBank National Association
34
KeyBank National Association
Ohio
$34.3M 287,821 +10,041 +4%
PAS
35
Park Avenue Securities
New York
$33.2M 278,100 -182,908 -40%
I
36
IMPACTfolio
Colorado
$32.2M 269,776 +7,794 +3%
Creative Planning
37
Creative Planning
Kansas
$31.8M 266,093 +8,581 +3%
IG
38
ING Group
Netherlands
$31.5M 264,200 +214,200 +428%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$29.5M 247,352 -11,767 -5%
JSW
40
Journey Strategic Wealth
New Jersey
$24.4M 204,458 +17,406 +9%
Toronto Dominion Bank
41
Toronto Dominion Bank
Ontario, Canada
$23.9M 200,000 -43,000 -18%
Two Sigma Advisers
42
Two Sigma Advisers
New York
$22.7M 190,500 -3,300 -2%
Nisa Investment Advisors
43
Nisa Investment Advisors
Missouri
$21.7M 181,900 +181,900 New
SHJ
44
Sharkey, Howes & Javer
Colorado
$21.3M 178,784 -26,958 -13%
BCM
45
Brookstone Capital Management
Illinois
$20.7M 169,506 -35,305 -17%
BWA
46
Boulder Wealth Advisors
Colorado
$20.6M 172,642 +3,096 +2%
DL
47
DOHJ LLC
Washington
$20.6M 172,498 +1,304 +0.8%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$20.2M 169,535 -15,920 -9%
CL
49
Choreo LLC
Illinois
$20.1M 168,301 -3,491 -2%
National Bank of Canada
50
National Bank of Canada
Quebec, Canada
$19.8M 165,900 +33,300 +25%
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