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iShares ESG Aware MSCI USA ETF
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Overview Fund Activity

735 hedge funds and large institutions have $10.3B invested in iShares ESG Aware MSCI USA ETF in 2024 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 234 increasing their positions, 307 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
735
Holders Change
-6
Holders Change %
-0.81%
% of All Funds
10.63%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.27%
New
51
Increased
234
Reduced
307
Closed
44
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$48.4M
2
Northern Trust
Northern Trust
Illinois
+$34.1M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$31.5M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$23.5M
5
Goldman Sachs
Goldman Sachs
New York
+$14.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$156M
2
Morgan Stanley
Morgan Stanley
New York
-$132M
3
BlackRock
BlackRock
New York
-$87.4M
4
Citigroup
Citigroup
New York
-$71.9M
5
IG
ING Group
Netherlands
-$31.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIMG
526
Patriot Investment Management Group
Tennessee
$331K -$1.26K -10 -0.4%
WFAG
527
Worth Financial Advisory Group
North Carolina
$328K – – –
AO
528
Advisor OS
Illinois
$328K +$4.16K +33 +1%
EL
529
EQ LLC
Washington
$328K +$328K +2,596 New
AWM
530
Alterna Wealth Management
Texas
$325K -$63.1K -500 -16%
GFWA
531
Grey Fox Wealth Advisors
Delaware
$320K +$320K +2,537 New
SPIO
532
Seven Post Investment Office
California
$319K – – –
LFG
533
Leverty Financial Group
Wisconsin
$316K +$82K +650 +35%
APP
534
Avantax Planning Partners
Iowa
$315K -$6.06K -48 -2%
WPW
535
Waldron Private Wealth
Pennsylvania
$315K – – –
FDCP
536
Foster Dykema Cabot & Partners
Massachusetts
$315K +$315K +2,499 New
FMN
537
Financial Management Network
California
$315K +$1.13K +9 +0.4%
PCS
538
Private Client Services
Kentucky
$313K +$1.01K +8 +0.3%
MWM
539
MBE Wealth Management
Wisconsin
$312K – – –
HKIMG
540
Hutchens & Kramer Investment Management Group
Indiana
$312K -$3.12K -25 -1%
VT
541
Vise Technologies
New York
$312K +$312K +2,469 New
Financial Engines Advisors
542
Financial Engines Advisors
California
$311K -$221K -1,753 -42%
OC
543
Oppenheimer & Co
New York
$310K -$33.6K -266 -10%
SPP
544
Single Point Partners
Massachusetts
$308K +$9.85K +78 +3%
LFA
545
Legacy Financial Advisors
Kentucky
$308K -$24.1K -191 -7%
EFS
546
Essex Financial Services
Connecticut
$305K +$256 +2 +0.1%
CAG
547
Csenge Advisory Group
Florida
$304K -$4.97K -39 -2%
BWM
548
BKM Wealth Management
Wisconsin
$301K – – –
CAS
549
Coppell Advisory Solutions
Texas
$298K – – –
PNC Financial Services Group
550
PNC Financial Services Group
Pennsylvania
$298K -$421K -3,337 -59%
20 21
22
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