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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 %
TF
501
Trek Financial
Arizona
$428K +$386 +3 +0.1%
CIBC Private Wealth Group
502
CIBC Private Wealth Group
Georgia
$426K – – –
SAS
503
Sage Advisory Services
Texas
$424K -$20.7K -161 -5%
WIM
504
WealthPlan Investment Management
Nebraska
$424K +$17.5K +136 +4%
MCM
505
MontVue Capital Management
Virginia
$422K -$58.2K -452 -12%
SYBT
506
Stock Yards Bank & Trust
Kentucky
$421K – – –
PFA
507
Pettinga Financial Advisors
Indiana
$420K -$9.28K -72 -2%
BJL
508
Brighton Jones LLC
Washington
$419K +$419K +3,256 New
AAP
509
Arax Advisory Partners
Colorado
$417K +$417K +3,239 New
IAIM
510
International Assets Investment Management
Florida
$416K +$416K +3,237 New
DWM
511
Destination Wealth Management
California
$414K -$7.99K -62 -2%
OPWM
512
Oxinas Partners Wealth Management
Indiana
$414K -$17.7K -137 -4%
PFS
513
Prospera Financial Services
Texas
$413K -$16.5K -128 -4%
AFG
514
ABLE Financial Group
Arizona
$413K – – –
MA
515
MONECO Advisors
Connecticut
$413K +$114K +881 +38%
BWA
516
BCU Wealth Advisors
Illinois
$412K +$5.41K +42 +1%
FFA
517
Founders Financial Alliance
North Carolina
$411K – – –
NAS
518
NWF Advisory Services
California
$411K +$411K +3,192 New
MMHP
519
Murphy Middleton Hinkle & Parker
Georgia
$410K – – –
ST
520
Smithfield Trust
Pennsylvania
$406K -$4K -31 -1%
M
521
MATAURO
New York
$406K +$406K +3,151 New
ECM
522
Evergreen Capital Management
Washington
$406K -$8.76K -68 -2%
Financial Engines Advisors
523
Financial Engines Advisors
California
$405K +$87.7K +681 +28%
MCC
524
Maiden Cove Capital
Maine
$401K -$76.1K -591 -16%
LGWM
525
Litman Gregory Wealth Management
California
$399K +$9.02K +70 +2%
19 20
21
22 23