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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
10.97%
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 %
BJL
601
Brighton Jones LLC
Washington
$266K +$266K +2,532 New
CCA
602
Criterion Capital Advisors
Tennessee
$265K +$265K +2,528 New
SFG
603
Sage Financial Group
Pennsylvania
$262K – – –
FFA
604
Founders Financial Alliance
North Carolina
$262K +$525 +5 +0.2%
WPP
605
Whalerock Point Partners
Rhode Island
$262K – – –
TCMP
606
Thrive Capital Management (Pennsylvania)
Pennsylvania
$261K -$19.8K -189 -7%
AWM
607
Atticus Wealth Management
Florida
$260K – – –
PCS
608
Private Client Services
Kentucky
$260K +$260K +2,475 New
MWM
609
MBE Wealth Management
Wisconsin
$260K – – –
WPW
610
Waldron Private Wealth
Pennsylvania
$258K -$19.4K -185 -7%
FMN
611
Financial Management Network
California
$255K +$721 +7 +0.3%
MIA
612
Milestone Investment Advisors
Wisconsin
$251K – – –
GCP
613
GSA Capital Partners
United Kingdom
$251K – – –
BWM
614
BKM Wealth Management
Wisconsin
$251K +$251K +2,388 New
Financial Engines Advisors
615
Financial Engines Advisors
California
$250K +$21.9K +209 +10%
RW
616
Rede Wealth
Virginia
$247K -$12.5K -119 -5%
PCIA
617
Prime Capital Investment Advisors
Kansas
$244K +$244K +2,325 New
TFM
618
Trademark Financial Management
Minnesota
$239K +$239K +2,278 New
PFS
619
Prospera Financial Services
Texas
$234K -$6.82K -65 -3%
PCH
620
PGIM Custom Harvest
New Jersey
$233K – – –
AWS
621
Aspen Wealth Strategies
Colorado
$233K +$233K +2,223 New
IWS
622
Integrity Wealth Solutions
Colorado
$232K +$232K +2,215 New
MA
623
MONECO Advisors
Connecticut
$230K -$14.6K -139 -6%
AO
624
Advisor OS
Illinois
$230K +$230K +2,194 New
Qube Research & Technologies (QRT)
625
Qube Research & Technologies (QRT)
United Kingdom
$230K -$492K -4,690 -68%
23 24
25
26 27