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iShares ESG Aware MSCI USA ETF
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Overview Fund Activity

735 hedge funds and large institutions have $10.3B invested in iShares ESG Aware MSCI USA ETF in 2024 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 234 increasing their positions, 307 reducing their positions, and 44 closing their positions.

Holders
735
Holders Change
-6
Holders Change %
-0.81%
% of All Funds
10.63%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.27%
New
51
Increased
234
Reduced
307
Closed
44
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$716M
2
Northern Trust
2
Northern Trust
Illinois
$631M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.38B
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$23.5M
5
Goldman Sachs
5
Goldman Sachs
New York
$446M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.71B
2
Morgan Stanley
2
Morgan Stanley
New York
$275M
3
BlackRock
3
BlackRock
New York
$414M
4
Citigroup
4
Citigroup
New York
$69.7M
5
IG
5
ING Group
Netherlands
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$46.2M 366,477 -90,069 -20%
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$42.2M 337,059 -14,035 -4%
AIA
28
Ally Invest Advisors
North Carolina
$41.1M 325,968 +2,713 +0.8%
MML Investors Services
29
MML Investors Services
Massachusetts
$39.8M 315,684 +2,380 +0.8%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$39.8M 315,249 -21,068 -6%
HighTower Advisors
31
HighTower Advisors
Illinois
$39.1M 309,508 -4,925 -2%
AA
32
Alesco Advisors
New York
$37.3M 295,608 -8,067 -3%
KeyBank National Association
33
KeyBank National Association
Ohio
$35.8M 283,798 -4,023 -1%
Osaic Holdings
34
Osaic Holdings
Arizona
$35.4M 280,235 -29,035 -9%
I
35
IMPACTfolio
Colorado
$35M 277,161 +7,385 +3%
PAS
36
Park Avenue Securities
New York
$33.9M 268,804 -9,296 -3%
Creative Planning
37
Creative Planning
Kansas
$33.2M 263,429 -2,664 -1%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$31.3M 248,023 +671 +0.3%
JSW
39
Journey Strategic Wealth
New Jersey
$28.5M 225,475 +21,017 +10%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$25.9M 205,346 +35,811 +21%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$23.5M 186,199 +186,199 New
BCM
42
Brookstone Capital Management
Illinois
$22.5M 178,442 +8,936 +5%
DL
43
DOHJ LLC
Washington
$22.2M 177,825 +5,327 +3%
SHJ
44
Sharkey, Howes & Javer
Colorado
$22M 174,396 -4,388 -2%
BWA
45
Boulder Wealth Advisors
Colorado
$22M 174,341 +1,699 +1%
MWM
46
Mission Wealth Management
California
$21.9M 173,656 +9,560 +6%
CL
47
Choreo LLC
Illinois
$20.8M 166,507 -1,794 -1%
JIC
48
Joel Isaacson & Co
New York
$20.4M 161,994 +16,654 +11%
SHGA
49
Sand Hill Global Advisors
California
$20.1M 159,675 +1,610 +1%
IWC
50
Integrated Wealth Concepts
Massachusetts
$19.7M 156,235 +21,155 +16%
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