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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 %
TWA
551
Talisman Wealth Advisors
New Jersey
$355K -$189K -1,797 -35%
CG
552
Caprock Group
Idaho
$355K +$9.34K +89 +3%
CPCM
553
Cardinal Point Capital Management
Ontario, Canada
$353K -$31.5K -300 -8%
WEG
554
World Equity Group
Illinois
$353K +$14.6K +139 +4%
VT
555
Vise Technologies
New York
$349K +$31.2K +297 +10%
CIBC Private Wealth Group
556
CIBC Private Wealth Group
Georgia
$348K +$78.2K +745 +29%
SQA
557
Simon Quick Advisors
New Jersey
$348K -$151K -1,436 -30%
S
558
SignatureFD
Georgia
$348K -$1.36K -13 -0.4%
Bank of Nova Scotia
559
Bank of Nova Scotia
Ontario, Canada
$347K – – –
PAI
560
Pittenger & Anderson Inc
Nebraska
$344K -$44.7K -426 -11%
MG
561
Mather Group
Illinois
$344K -$67K -639 -16%
SYBT
562
Stock Yards Bank & Trust
Kentucky
$343K – – –
AWA
563
ARQ Wealth Advisors
Arizona
$339K +$339K +3,230 New
PG
564
Prostatis Group
Maryland
$334K -$25.3K -241 -7%
MMHP
565
Murphy Middleton Hinkle & Parker
Georgia
$334K – – –
AWM
566
Aprio Wealth Management
Georgia
$332K -$41.4K -395 -11%
JFG
567
Jefferies Financial Group
New York
$330K +$58.7K +559 +22%
WFC
568
Western Financial Corp
California
$329K -$21.8K -208 -6%
WIM
569
WealthPlan Investment Management
Nebraska
$329K – – –
GIA
570
Gladstone Institutional Advisory
Florida
$328K +$328K +3,128 New
VBFP
571
Valtinson Bruner Financial Planning
Minnesota
$327K +$944 +9 +0.3%
APC
572
Aspire Private Capital
North Carolina
$322K +$9.13K +87 +3%
EFS
573
Essex Financial Services
Connecticut
$321K +$315 +3 +0.1%
CCM
574
Crabel Capital Management
California
$320K +$320K +3,048 New
HTC
575
Haverford Trust Company
Pennsylvania
$318K -$48.1K -458 -13%
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