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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 %
HFS
501
Howard Financial Services
Texas
$458K +$6.72K +64 +1%
JIC
502
Johnson Investment Counsel
Ohio
$457K +$47.3K +451 +12%
BFA
503
Beacon Financial Advisory
Ohio
$454K -$32.9K -314 -7%
BHPW
504
Beverly Hills Private Wealth
California
$453K -$47K -448 -9%
W
505
WealthCollab
Washington
$452K +$452K +4,311 New
RWM
506
RKL Wealth Management
Pennsylvania
$452K +$1.26K +12 +0.3%
TWM
507
Tanager Wealth Management
United Kingdom
$451K – – –
D
508
Dentgroup
Louisiana
$451K -$905K -8,629 -67%
ACM
509
Absolute Capital Management
Pennsylvania
$448K +$26.6K +253 +6%
AFG
510
ABLE Financial Group
Arizona
$448K -$7.97K -76 -2%
AWMNH
511
Arcadia Wealth Management (New Hampshire)
New Hampshire
$447K +$3.25K +31 +0.7%
AWM
512
Alterna Wealth Management
Texas
$446K -$31.8K -303 -7%
BAAM
513
Baker Avenue Asset Management
California
$441K +$13.1K +125 +3%
C
514
CEDRUS
Colorado
$438K -$18.2K -173 -4%
LLWM
515
Life Line Wealth Management
California
$431K +$431K +4,112 New
VWA
516
Visionary Wealth Advisors
Illinois
$427K -$66.6K -635 -13%
SAS
517
Sage Advisory Services
Texas
$425K – – –
B
518
Bailard
California
$419K – – –
CWM
519
Castle Wealth Management
Florida
$411K – – –
CWM
520
Centurion Wealth Management
Virginia
$406K +$118K +1,125 +41%
CAM
521
Cresset Asset Management
Illinois
$405K -$2.83K -27 -0.7%
SC
522
Scotia Capital
Ontario, Canada
$404K – – –
NP
523
NorthRock Partners
Minnesota
$400K +$400K +3,814 New
ACI
524
Alpha Cubed Investments
California
$400K – – –
HPC
525
Hobart Private Capital
North Carolina
$399K +$1.57K +15 +0.4%
19 20
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