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iShares ESG Aware MSCI USA ETF
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Overview Fund Activity

741 hedge funds and large institutions have $10.2B invested in iShares ESG Aware MSCI USA ETF in 2024 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 191 increasing their positions, 370 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
741
Holders Change
+7
Holders Change %
+0.95%
% of All Funds
10.78%
Holding in Top 10
21
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-32.26%
% of All Funds
0.31%
New
60
Increased
191
Reduced
370
Closed
42
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.77B
2
Northern Trust
Northern Trust
Illinois
$564M
3
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$633M
4
Betterment LLC
Betterment LLC
New York
$385M
5
Citigroup
Citigroup
New York
$134M

Top Sellers

1
GA
GFS Advisors
Texas
$1.67M
2
BOI
Bank of Italy
Italy
$0
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$346M
4
SMFG
Sumitomo Mitsui Financial Group
Japan
$0
5
LPL Financial
LPL Financial
California
$172M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPPS
626
Obsidian Personal Planning Solutions
Maryland
$202K +$202K +1,697 New
MAG
627
M3 Advisory Group
Massachusetts
$202K +$202K +1,694 New
SL
628
SWMG LLC
Texas
$200K -$338K -2,833 -63%
BONH
629
Bank of New Hampshire
New Hampshire
$198K -$131K -1,100 -40%
SA
630
Scarborough Advisors
Maryland
$189K +$4.18K +35 +2%
TCM
631
TD Capital Management
Tennessee
$189K +$477 +4 +0.3%
LWCFA
632
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$187K – – –
TIM
633
Tortoise Investment Management
New York
$177K -$23.9K -200 -12%
APC
634
Aspire Private Capital
North Carolina
$174K -$66.7K -559 -28%
SWM
635
Sugarloaf Wealth Management
Georgia
$161K +$60K +503 +59%
EW
636
Element Wealth
Mississippi
$159K – – –
LFG
637
Larson Financial Group
Missouri
$159K +$23.9K +200 +18%
CAL
638
Capital Analysts LLC
Pennsylvania
$157K +$19.2K +161 +14%
GWM
639
Geneos Wealth Management
Colorado
$155K +$119 +1 +0.1%
BCWM
640
Bartlett & Co Wealth Management
Ohio
$149K +$5.85K +49 +4%
CPG
641
Cornerstone Planning Group
New Jersey
$143K -$216K -1,905 -60%
VAMG
642
Voisard Asset Management Group
Michigan
$131K – – –
LWA
643
Lowe Wealth Advisors
Maryland
$128K – – –
ADL
644
Asset Dedication LLC
California
$124K -$42.2K -354 -25%
SHIM
645
Stone House Investment Management
Pennsylvania
$124K -$1.1M -9,241 -90%
IRAG
646
Investment Research & Advisory Group
Georgia
$120K +$239 +2 +0.2%
TLA
647
Tanglewood Legacy Advisors
Texas
$119K – – –
FP
648
Financial Perspectives
Minnesota
$114K – – –
HNB
649
Huntington National Bank
Ohio
$111K -$107K – –
FMII
650
Farmers & Merchants Investments Inc
Nebraska
$110K -$4.89K -41 -4%
24 25
26
27 28