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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.

New
Increased
Maintained
Reduced
Closed
Holders
748
Holders Change
+51
Holders Change %
+7.32%
% of All Funds
10.96%
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
Morgan Stanley
New York
+$373M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$247M
3
Bank of America
Bank of America
North Carolina
+$59.3M
4
Citigroup
Citigroup
New York
+$46.7M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$40.1M

Top Sellers

1
MB
Mizuho Bank
Japan
-$244M
2
Northern Trust
Northern Trust
Illinois
-$153M
3
TLIC
Taiyo Life Insurance Company
Japan
-$123M
4
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$85.8M
5
Osaic Holdings
Osaic Holdings
Arizona
-$56.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
476
WNY Asset Management
New York
$544K -$8.39K -80 -2%
AWA
477
Aaron Wealth Advisors
Illinois
$541K -$234K -2,233 -30%
FF
478
Farrell Financial
New York
$535K +$535K +5,681 New
UB
479
UMB Bank
Missouri
$531K – – –
QWM
480
Quadcap Wealth Management
Texas
$530K +$530K +5,054 New
HKIMG
481
Hutchens & Kramer Investment Management Group
Indiana
$529K +$18.6K +177 +4%
MSFS
482
Main Street Financial Solutions
Pennsylvania
$529K +$3.88K +37 +0.7%
SPWG
483
Syntegra Private Wealth Group
Missouri
$524K -$40.5K -386 -7%
RA
484
Regis Acquisition
Colorado
$518K +$207K +1,975 +67%
WFA
485
Wade Financial Advisory
California
$518K -$42K -400 -7%
SP
486
Symmetry Partners
Connecticut
$517K -$249K -2,379 -33%
GVAG
487
Great Valley Advisor Group
Delaware
$513K +$55.8K +532 +12%
SIS
488
Sound Income Strategies
Florida
$512K +$508K +4,839 +12,408%
RFP
489
Root Financial Partners
California
$511K +$27.9K +266 +6%
ACS
490
Archford Capital Strategies
Illinois
$508K -$95.3K -908 -16%
SF
491
Synovus Financial
Georgia
$505K +$105 +1 +0%
SAI
492
Savvy Advisors Inc
New York
$504K +$504K +4,800 New
OPCM
493
Osborne Partners Capital Management
California
$486K +$177K +1,683 +57%
MWM
494
Mascoma Wealth Management
New Hampshire
$481K -$1.05K -10 -0.2%
SWP
495
Semus Wealth Partners
Florida
$479K +$52.7K +502 +12%
HWA
496
Hilltop Wealth Advisors
North Carolina
$475K -$119K -1,132 -20%
LFA
497
Level Financial Advisors
New York
$475K +$630 +6 +0.1%
UFA
498
US Financial Advisors
Massachusetts
$471K -$13.1K -125 -3%
BONH
499
Bank of New Hampshire
New Hampshire
$464K -$278K -2,645 -37%
XF
500
XML Financial
Maryland
$458K -$40.1K -382 -8%
18 19
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