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iShares ESG Aware MSCI USA ETF
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Overview Fund Activity

781 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, 322 reducing their positions, and 50 closing their positions.

Holders
781
Holders Change
+46
Holders Change %
+6.26%
% of All Funds
10.4%
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
322
Closed
50
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
1
Northern Trust
Illinois
$849M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.53B
3
Morgan Stanley
3
Morgan Stanley
New York
$317M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$111M
5
LPL Financial
5
LPL Financial
California
$217M

Top Sellers

1
BlackRock
1
BlackRock
New York
$277M
2
Bank of America
2
Bank of America
North Carolina
$1.69B
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$69.6M
4
FAIM
4
Financial Advocates Investment Management
Washington
$1.15M
5
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$53.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$46.8M 363,279 -3,198 -0.9%
AIA
27
Ally Invest Advisors
North Carolina
$42.3M 328,656 +2,688 +0.8%
MML Investors Services
28
MML Investors Services
Massachusetts
$41.9M 325,352 +9,668 +3%
HighTower Advisors
29
HighTower Advisors
Illinois
$41.8M 324,302 +14,794 +5%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$41.1M 319,219 -17,840 -5%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$40.3M 313,065 -2,184 -0.7%
Two Sigma Investments
32
Two Sigma Investments
New York
$38.9M 302,300 +215,500 +248%
AA
33
Alesco Advisors
New York
$37.7M 292,955 -2,653 -0.9%
KeyBank National Association
34
KeyBank National Association
Ohio
$37.7M 292,527 +8,729 +3%
PAS
35
Park Avenue Securities
New York
$36.8M 285,316 +16,512 +6%
I
36
IMPACTfolio
Colorado
$35.4M 274,643 -2,518 -0.9%
Creative Planning
37
Creative Planning
Kansas
$34.4M 267,215 +3,786 +1%
Osaic Holdings
38
Osaic Holdings
Arizona
$33.4M 258,872 -21,363 -8%
JSW
39
Journey Strategic Wealth
New Jersey
$31.8M 246,594 +21,119 +9%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$28M 217,470 -30,553 -12%
RCG
41
Rock Creek Group
District of Columbia
$27M 203,700 +203,700 New
Raymond James Financial
42
Raymond James Financial
Florida
$26.2M 203,383 +203,383 New
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$26M 202,143 -3,203 -2%
DL
44
DOHJ LLC
Washington
$22.8M 176,998 -827 -0.5%
BWA
45
Boulder Wealth Advisors
Colorado
$22.6M 175,552 +1,211 +0.7%
BCM
46
Brookstone Capital Management
Illinois
$22.4M 174,139 -4,303 -2%
MWM
47
Mission Wealth Management
California
$22.2M 172,697 -959 -0.6%
ATPW
48
Ashton Thomas Private Wealth
Arizona
$22.1M 171,877 +171,877 New
SHGA
49
Sand Hill Global Advisors
California
$21.7M 168,668 +8,993 +6%
SHJ
50
Sharkey, Howes & Javer
Colorado
$21.7M 168,609 -5,787 -3%
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