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iShares ESG Aware MSCI USA ETF
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Overview Fund Activity

734 hedge funds and large institutions have $10.4B invested in iShares ESG Aware MSCI USA ETF in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 184 increasing their positions, 384 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
734
Holders Change
-14
Holders Change %
-1.87%
% of All Funds
10.64%
Holding in Top 10
31
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-35.42%
% of All Funds
0.45%
New
66
Increased
184
Reduced
384
Closed
65
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
1
Northern Trust
Illinois
$416M
2
SG Americas Securities
2
SG Americas Securities
New York
$47.8M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$51.8M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.27B
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$27.9M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$533M
2
Morgan Stanley
2
Morgan Stanley
New York
$315M
3
LPL Financial
3
LPL Financial
California
$230M
4
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$87.1M
5
PAS
5
Park Avenue Securities
New York
$53M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAIM
551
Financial Advocates Investment Management
Washington
$321K +$78.6K +769 +32%
BONH
552
Bank of New Hampshire
New Hampshire
$317K -$191K -1,660 -38%
ST
553
Smithfield Trust
Pennsylvania
$315K – – –
FPCP
554
Fort Point Capital Partners
California
$314K -$7.47K -65 -2%
GWP
555
Gateway Wealth Partners
Wisconsin
$313K -$1.07M -9,263 -77%
PIMG
556
Patriot Investment Management Group
Tennessee
$309K +$1.38K +12 +0.4%
HKIMG
557
Hutchens & Kramer Investment Management Group
Indiana
$306K -$272K -2,373 -47%
VWWMG
558
Vermillion & White Wealth Management Group
Pennsylvania
$306K -$4.83K -42 -2%
VCM
559
Vivaldi Capital Management
Illinois
$303K – – –
LFAS
560
Level Four Advisory Services
Texas
$303K – – –
WSTAM
561
Wilbanks Smith & Thomas Asset Management
Virginia
$302K +$1.38K +12 +0.5%
CASC
562
Coppell Advisory Solutions Corp
Texas
$301K +$301K +2,617 New
MCIA
563
Mountain Capital Investment Advisors
Colorado
$299K -$23.5K -206 -7%
WPW
564
Waldron Private Wealth
Pennsylvania
$299K +$15.8K +137 +6%
WFAG
565
Worth Financial Advisory Group
North Carolina
$299K – – –
APP
566
Avantax Planning Partners
Iowa
$298K +$298K +2,591 New
IGWM
567
ICA Group Wealth Management
Colorado
$298K -$124K -1,083 -29%
PSCM
568
Per Stirling Capital Management
Texas
$296K +$296K +2,573 New
Financial Engines Advisors
569
Financial Engines Advisors
California
$296K +$22.2K +193 +8%
SW
570
SteelPeak Wealth
California
$294K -$7.7M -66,940 -96%
VWM
571
Venturi Wealth Management
Texas
$294K -$1.06M -9,219 -78%
CPRC
572
Consolidated Portfolio Review Corp
New York
$292K – – –
SPIO
573
Seven Post Investment Office
California
$291K – – –
PFA
574
Professional Financial Advisors
Nebraska
$289K -$20.7K -180 -7%
PCS
575
Private Client Services
Kentucky
$285K +$690 +6 +0.2%
21 22
23
24 25