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iShares ESG Aware MSCI USA ETF
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Overview Fund Activity

782 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, 323 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
782
Holders Change
+47
Holders Change %
+6.39%
% of All Funds
10.41%
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
323
Closed
50
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
Northern Trust
Illinois
+$205M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$120M
3
Morgan Stanley
Morgan Stanley
New York
+$36.7M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$33.8M
5
LPL Financial
LPL Financial
California
+$30.8M

Top Sellers

1
BlackRock
BlackRock
New York
-$146M
2
Bank of America
Bank of America
North Carolina
-$58.9M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$29.4M
4
FAIM
Financial Advocates Investment Management
Washington
-$15M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$14.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MG
476
Mather Group
Illinois
$473K +$773 +6 +0.2%
MWM
477
Merriman Wealth Management
Washington
$473K +$473K +3,671 New
TB
478
Treynor Bancshares
Iowa
$472K +$1.42K +11 +0.3%
AF
479
Advisornet Financial
Minnesota
$464K -$2.35M -18,246 -84%
GC
480
Grimes & Company
Massachusetts
$463K -$515 -4 -0.1%
CG
481
Caprock Group
Idaho
$463K +$4.25K +33 +0.9%
LIA
482
LifePlan Investment Advisors
North Carolina
$459K +$81.7K +634 +22%
TWM
483
Tanager Wealth Management
United Kingdom
$456K -$97.3K -755 -18%
CWM
484
Cornerstone Wealth Management
Missouri
$455K -$80.1K -622 -15%
PAI
485
Pittenger & Anderson Inc
Nebraska
$453K -$7.73K -60 -2%
AAS
486
Ameritas Advisory Services
Nebraska
$453K -$137K -1,061 -23%
CAAM
487
Cornerstone Advisors Asset Management
Pennsylvania
$453K +$1.42K +11 +0.3%
UFA
488
US Financial Advisors
Massachusetts
$452K -$27.1K -210 -6%
CFG
489
Citizens Financial Group
Rhode Island
$450K +$36.3K +282 +9%
GLLW
490
Graves Light Lenhart Wealth
Virginia
$450K – – –
JFG
491
Jefferies Financial Group
New York
$447K -$17.1K -133 -4%
SAM
492
Sherman Asset Management
California
$446K +$446K +3,466 New
WSFS
493
Wilmington Savings Fund Society
Delaware
$443K -$5.02K -39 -1%
SPC
494
Sigma Planning Corp
Michigan
$443K +$5.28K +41 +1%
WHCI
495
W.H. Cornerstone Investments
Massachusetts
$438K +$1.03K +8 +0.2%
SAI
496
Savvy Advisors Inc
New York
$435K -$441K -3,422 -50%
FNB
497
Farmers National Bank
Kentucky
$434K +$434K +3,366 New
PCH
498
PGIM Custom Harvest
New Jersey
$433K +$27.1K +210 +7%
LLWM
499
Life Line Wealth Management
California
$432K +$515 +4 +0.1%
SVWAG
500
Sound View Wealth Advisors Group
Georgia
$430K +$77.3K +600 +22%
18 19
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