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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 %
VWM
551
Venturi Wealth Management
Texas
$297K -$883 -7 -0.3%
AWS
552
Aspen Wealth Strategies
Colorado
$296K – – –
CF
553
Centaurus Financial
California
$296K -$4.04K -32 -1%
RW
554
Rede Wealth
Virginia
$295K – – –
MA
555
MONECO Advisors
Connecticut
$293K +$16.9K +134 +6%
HWM
556
Horizons Wealth Management
North Carolina
$292K – – –
WPP
557
Whalerock Point Partners
Rhode Island
$291K – – –
CPRC
558
Consolidated Portfolio Review Corp
New York
$290K -$34.1K -270 -10%
SEIA
559
Signature Estate & Investment Advisors
California
$290K +$1.01K +8 +0.3%
FCA
560
Fortis Capital Advisors
Kansas
$287K +$68.4K +542 +31%
WT
561
Whittier Trust
California
$286K – – –
TFM
562
Trademark Financial Management
Minnesota
$284K – – –
MWP
563
Moller Wealth Partners
$282K +$67.5K +535 +31%
Jones Financial Companies
564
Jones Financial Companies
Missouri
$281K +$216K +1,721 +334%
SFG
565
Sage Financial Group
Pennsylvania
$281K -$9.46K -75 -3%
BA
566
Bellwether Advisors
Nebraska
$281K +$6.94K +55 +3%
SFS
567
Security Financial Services
Indiana
$276K – – –
EPP
568
ETF Portfolio Partners
Kansas
$274K -$304K -2,412 -53%
SIS
569
Sound Income Strategies
Florida
$269K – – –
BFA
570
Bright Financial Advisors
Michigan
$269K – – –
AWM
571
Atticus Wealth Management
Florida
$268K – – –
NCM
572
Novare Capital Management
North Carolina
$268K – – –
Bank of Montreal
573
Bank of Montreal
Ontario, Canada
$266K -$298K -2,369 -53%
IWS
574
Integrity Wealth Solutions
Colorado
$265K +$1.01K +8 +0.4%
VBFP
575
Valtinson Bruner Financial Planning
Minnesota
$265K – – –
21 22
23
24 25