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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 %
NCM
601
Novare Capital Management
North Carolina
$270K -$3.22K -25 -1%
PVI
602
Pine Valley Investments
New Jersey
$270K +$270K +2,093 New
VPP
603
Vertex Planning Partners
Illinois
$269K -$902 -7 -0.3%
MWM
604
Mascoma Wealth Management
New Hampshire
$266K -$309K -2,400 -54%
SFS
605
Security Financial Services
Indiana
$264K -$17.1K -133 -6%
FIM
606
Freedom Investment Management
Connecticut
$263K +$263K +2,042 New
LPAM
607
Lodestar Private Asset Management
California
$260K +$13.3K +103 +5%
NA
608
Note Advisors
New York
$258K +$258K +1,999 New
NSAM
609
North Star Asset Management
Wisconsin
$257K – – –
ODIJL
610
One Day In July LLC
Vermont
$257K – – –
PA
611
Pinnacle Associates
New York
$256K – – –
AA
612
Armis Advisers
Georgia
$255K +$255K +1,983 New
EI
613
Ethic Inc
New York
$248K -$393K -3,050 -61%
MA
614
MJP Associates
Connecticut
$247K -$258 -2 -0.1%
PSCM
615
Per Stirling Capital Management
Texas
$245K -$644 -5 -0.3%
AWA
616
Amplius Wealth Advisors
Pennsylvania
$244K – – –
BFWM
617
Bright Futures Wealth Management
New York
$242K +$242K +1,830 New
F8IS
618
Figure 8 Investment Strategies
Idaho
$242K +$242K +1,875 New
GCM
619
Gallacher Capital Management
Colorado
$240K – – –
WF
620
Welch & Forbes
Massachusetts
$240K +$240K +1,861 New
HTC
621
Haverford Trust Company
Pennsylvania
$239K -$151K -1,172 -39%
CWM
622
Centurion Wealth Management
Virginia
$238K -$31.9K -248 -12%
TWM
623
Tradition Wealth Management
Minnesota
$237K +$258 +2 +0.1%
RIM
624
Redwood Investment Management
Arizona
$236K +$7.22K +56 +3%
KA
625
Klingman & Associates
New York
$235K – – –
23 24
25
26 27