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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 %
BFG
576
Buttonwood Financial Group
Missouri
$310K -$13.7K -131 -4%
CA
577
CGN Advisors
Kansas
$308K -$276K -2,633 -47%
AWA
578
Arkadios Wealth Advisors
Georgia
$305K +$61.3K +584 +25%
LFAS
579
Level Four Advisory Services
Texas
$303K -$40.6K -387 -12%
FNB
580
Farmers National Bank
Kentucky
$303K +$303K +2,884 New
JF
581
JSF Financial
California
$300K +$30.5K +291 +11%
MCIA
582
Mountain Capital Investment Advisors
Colorado
$296K +$30.4K +291 +11%
FPCP
583
Fort Point Capital Partners
California
$293K +$69K +658 +31%
SFS
584
Security Financial Services
Indiana
$293K -$24.3K -232 -8%
CAS
585
Coppell Advisory Solutions
Texas
$291K +$290K +2,760 +17,250%
CF
586
Centaurus Financial
California
$291K -$19K -181 -6%
VCM
587
Vivaldi Capital Management
Illinois
$288K – – –
ST
588
Smithfield Trust
Pennsylvania
$287K – – –
VC
589
Veracity Capital
Georgia
$284K -$27.2K -259 -9%
VWWMG
590
Vermillion & White Wealth Management Group
Pennsylvania
$283K +$283K +2,702 New
PP
591
PDS Planning
Ohio
$283K +$5.98K +57 +2%
PFA
592
Professional Financial Advisors
Nebraska
$283K +$8.81K +84 +3%
PIMG
593
Patriot Investment Management Group
Tennessee
$280K +$420 +4 +0.1%
WSTAM
594
Wilbanks Smith & Thomas Asset Management
Virginia
$274K +$274K +2,612 New
WFAG
595
Worth Financial Advisory Group
North Carolina
$273K -$36.7K -350 -12%
LFA
596
LGT Financial Advisors
Texas
$271K -$92.3K -880 -25%
RFA
597
Resurgent Financial Advisors
Georgia
$270K +$82.4K +785 +44%
CPRC
598
Consolidated Portfolio Review Corp
New York
$267K -$3.04K -29 -1%
GM
599
GeoWealth Management
Illinois
$266K +$40.8K +390 +18%
SPIO
600
Seven Post Investment Office
California
$266K – – –
22 23
24
25 26