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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 %
AFW
626
Avantra Family Wealth
Pennsylvania
$234K +$234K +1,815 New
CFO
627
Callan Family Office
Pennsylvania
$233K +$1.29K +10 +0.6%
AGP
628
Autumn Glory Partners
Texas
$231K – – –
FYW
629
Future You Wealth
New York
$230K +$230K +1,789 New
CCA
630
Criterion Capital Advisors
Tennessee
$230K – – –
AWA
631
ARQ Wealth Advisors
Arizona
$229K -$199K -1,544 -46%
CAG
632
Curtis Advisory Group
California
$227K – – –
TCM
633
Traynor Capital Management
Pennsylvania
$226K +$226K +1,754 New
AA
634
ArborFi Advisors
Michigan
$225K +$225K +1,743 New
FDCP
635
Foster Dykema Cabot & Partners
Massachusetts
$224K -$97.8K -759 -30%
CFS
636
CRA Financial Services
New Jersey
$224K – – –
SC
637
Stephens Consulting
Michigan
$223K – – –
CFD
638
Creative Financial Designs
Indiana
$221K -$22.8K -177 -9%
NRG
639
Nemes Rush Group
Michigan
$220K +$220K +1,707 New
MAG
640
M3 Advisory Group
Massachusetts
$218K +$129 +1 +0.1%
DOA
641
D'Orazio & Associates
Virginia
$214K +$8.37K +65 +4%
SWA
642
Sax Wealth Advisors
New Jersey
$213K +$2.06K +16 +1%
Russell Investments Group
643
Russell Investments Group
United Kingdom
$210K -$33K -256 -14%
TIM
644
Tortoise Investment Management
New York
$209K – – –
NW
645
NewEdge Wealth
Pennsylvania
$208K – – –
SHFA
646
SC&H Financial Advisors
Maryland
$208K +$208K +1,618 New
FA
647
Fermata Advisors
California
$208K – – –
GWMR
648
GC Wealth Management RIA
Massachusetts
$207K +$207K +1,609 New
MADFP
649
Michael A Dubis Financial Planning
Wisconsin
$207K +$207K +1,605 New
PAWA
650
Palo Alto Wealth Advisors
California
$207K +$644 +5 +0.3%
24 25
26
27 28