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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 %
VBFP
551
Valtinson Bruner Financial Planning
Minnesota
$340K +$69.7K +541 +26%
HKIMG
552
Hutchens & Kramer Investment Management Group
Indiana
$336K +$14.3K +111 +4%
EFS
553
Essex Financial Services
Connecticut
$336K +$28.5K +221 +9%
WFAG
554
Worth Financial Advisory Group
North Carolina
$335K – – –
AWM
555
Alterna Wealth Management
Texas
$332K – – –
LFG
556
Leverty Financial Group
Wisconsin
$329K +$5.8K +45 +2%
PIMG
557
Patriot Investment Management Group
Tennessee
$328K -$9.66K -75 -3%
FMN
558
Financial Management Network
California
$327K +$1.04K +8 +0.3%
SPIO
559
Seven Post Investment Office
California
$326K – – –
BFG
560
Buttonwood Financial Group
Missouri
$326K -$28.7K -214 -8%
SPP
561
Single Point Partners
Massachusetts
$325K +$10.9K +85 +3%
VT
562
Vise Technologies
New York
$324K +$5.8K +45 +2%
FFM
563
Forum Financial Management
Illinois
$324K +$324K +2,512 New
APP
564
Avantax Planning Partners
Iowa
$322K +$129 +1 +0%
OPWM
565
Oregon Pacific Wealth Management
Oregon
$320K +$320K +2,485 New
OC
566
Oppenheimer & Co
New York
$319K +$2.32K +18 +0.7%
WPW
567
Waldron Private Wealth
Pennsylvania
$317K -$4.64K -36 -1%
SWM
568
SeaCrest Wealth Management
New York
$317K +$317K +2,459 New
EL
569
EQ LLC
Washington
$317K -$17.8K -138 -5%
PNC Financial Services Group
570
PNC Financial Services Group
Pennsylvania
$316K +$12.4K +96 +4%
PCS
571
Private Client Services
Kentucky
$316K -$3.74K -29 -1%
BTWM
572
Baker Tilly Wealth Management
Wisconsin
$316K -$220K -1,706 -41%
SPAS
573
Spectrum Planning & Advisory Services
California
$312K +$58.6K +455 +23%
LFA
574
Legacy Financial Advisors
Kentucky
$310K -$4.38K -34 -1%
BWM
575
BKM Wealth Management
Wisconsin
$308K – – –
21 22
23
24 25