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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 %
DSN
526
D. Scott Neal
Kentucky
$398K -$10K -78 -2%
QCM
527
QRG Capital Management
Illinois
$395K +$129K +999 +48%
CAAS
528
Capital Asset Advisory Services
Michigan
$394K -$46.2K -355 -10%
MFP
529
Meridian Financial Partners
Virginia
$388K +$388K +3,015 New
CFS
530
CGC Financial Services
Oregon
$385K +$372K +2,887 +2,887%
CAS
531
Coppell Advisory Solutions
Texas
$384K +$76.7K +593 +25%
AO
532
Advisor OS
Illinois
$383K +$48.3K +375 +14%
PP
533
PDS Planning
Ohio
$383K -$386 -3 -0.1%
WA
534
Wealthstream Advisors
New York
$378K +$1.16K +9 +0.3%
CIA
535
Compass Investment Advisers
Oregon
$378K +$378K +2,936 New
MWM
536
MBE Wealth Management
Wisconsin
$374K +$55.8K +433 +18%
FF
537
Finley Financial
Nevada
$373K +$373K +2,860 New
WB
538
WesBanco Bank
West Virginia
$371K -$328K -2,548 -47%
MIA
539
Milestone Investment Advisors
Wisconsin
$371K +$258 +2 +0.1%
BWMG
540
Barnes Wealth Management Group
California
$371K +$371K +2,877 New
ATC
541
Argent Trust Co
Tennessee
$370K -$13.3K -103 -3%
GFWA
542
Grey Fox Wealth Advisors
Delaware
$360K +$33.5K +260 +10%
FPCP
543
Fort Point Capital Partners
California
$352K – – –
VCM
544
Vivaldi Capital Management
Illinois
$349K – – –
NL
545
NWAM LLC
Washington
$347K -$5.93K -46 -2%
OP
546
ORG Partners
Indiana
$346K -$1.55K -12 -0.4%
TW
547
TritonPoint Wealth
Maryland
$345K – – –
CA
548
Clearstead Advisors
Ohio
$344K +$1.68K +13 +0.5%
GWANC
549
Guardian Wealth Advisors (North Carolina)
North Carolina
$343K +$343K +2,665 New
VWWMG
550
Vermillion & White Wealth Management Group
Pennsylvania
$343K -$5.02K -39 -1%
20 21
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