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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 %
CCA
601
Criterion Capital Advisors
Tennessee
$247K -$43.4K -377 -15%
HCM
602
Hudson Capital Management
New Jersey
$244K – – –
AWM
603
Aprio Wealth Management
Georgia
$244K -$119K -1,038 -33%
VBFP
604
Valtinson Bruner Financial Planning
Minnesota
$242K -$117K -1,017 -33%
LFG
605
Leverty Financial Group
Wisconsin
$233K +$233K +2,031 New
Brown Advisory
606
Brown Advisory
Maryland
$233K – – –
APC
607
Aspire Private Capital
North Carolina
$232K -$120K -1,045 -34%
NSAM
608
North Star Asset Management
Wisconsin
$232K -$4.6K -40 -2%
TWM
609
Tradition Wealth Management
Minnesota
$232K +$232K +2,020 New
AWA
610
Amplius Wealth Advisors
Pennsylvania
$231K +$4.83K +42 +2%
PA
611
Pinnacle Associates
New York
$228K – – –
RFA
612
Resurgent Financial Advisors
Georgia
$228K -$67.9K -591 -23%
PFA
613
Pathway Financial Advisors
Vermont
$225K – – –
AAS
614
Annex Advisory Services
Wisconsin
$224K +$805 +7 +0.4%
TPWA
615
Twin Peaks Wealth Advisors
California
$224K -$620K -5,390 -73%
VPP
616
Vertex Planning Partners
Illinois
$224K +$224K +1,945 New
HCP
617
Holt Capital Partners
Texas
$222K – – –
ODIJL
618
One Day In July LLC
Vermont
$221K – – –
RWP
619
RWA Wealth Partners
Massachusetts
$219K +$219K +1,903 New
WA
620
Waverly Advisors
Alabama
$218K +$218K +1,898 New
NS
621
NBC Securities
Alabama
$218K – – –
BWA
622
BlueChip Wealth Advisors
Georgia
$217K +$217K +1,888 New
AWA
623
Arkadios Wealth Advisors
Georgia
$217K -$118K -1,027 -35%
GCM
624
Gallacher Capital Management
Colorado
$215K +$215K +1,866 New
QCM
625
QRG Capital Management
Illinois
$213K +$213K +1,855 New
23 24
25
26 27