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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 %
SFC
626
Strategic Financial Concepts
Texas
$226K -$10.5K -100 -4%
FCA
627
Fortis Capital Advisors
Kansas
$225K -$6.09K -58 -3%
SC
628
Stephens Consulting
Michigan
$225K – – –
SPP
629
Single Point Partners
Massachusetts
$225K – – –
HCM
630
Hudson Capital Management
New Jersey
$223K +$223K +2,125 New
LL
631
LWMG LLC
Minnesota
$223K +$223K +2,122 New
FAIM
632
Financial Advocates Investment Management
Washington
$222K +$222K +2,370 New
LJAC
633
L.J. Altfest & Co
New York
$219K +$219K +2,086 New
NSAM
634
North Star Asset Management
Wisconsin
$216K +$216K +2,060 New
TCM
635
TD Capital Management
Tennessee
$214K +$1.57K +15 +0.7%
Brown Advisory
636
Brown Advisory
Maryland
$213K +$213K +2,028 New
WT
637
Whittier Trust
California
$210K -$126K -1,204 -38%
OPPS
638
Obsidian Personal Planning Solutions
Maryland
$209K -$31.2K -297 -13%
PA
639
Pinnacle Associates
New York
$208K +$208K +1,987 New
LWCFA
640
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$207K -$25.9K -244 -11%
AWA
641
Amplius Wealth Advisors
Pennsylvania
$206K +$206K +1,967 New
PFA
642
Pathway Financial Advisors
Vermont
$205K +$205K +1,955 New
DWM
643
Dakota Wealth Management
Florida
$205K +$205K +1,952 New
AAS
644
Annex Advisory Services
Wisconsin
$204K +$204K +1,940 New
IC
645
IEQ Capital
California
$203K -$23.8K -227 -10%
HCP
646
Holt Capital Partners
Texas
$202K +$202K +1,930 New
ODIJL
647
One Day In July LLC
Vermont
$202K +$202K +1,926 New
CBFP
648
Cedar Brook Financial Partners
Ohio
$202K +$202K +1,920 New
NS
649
NBC Securities
Alabama
$199K -$10.7K -102 -5%
TIM
650
Tortoise Investment Management
New York
$194K -$131K -1,250 -40%
24 25
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