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iShares ESG Aware MSCI USA ETF
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Overview Fund Activity

735 hedge funds and large institutions have $10.3B invested in iShares ESG Aware MSCI USA ETF in 2024 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 234 increasing their positions, 307 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
735
Holders Change
-6
Holders Change %
-0.81%
% of All Funds
10.63%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.27%
New
51
Increased
234
Reduced
307
Closed
44
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$716M
2
Northern Trust
Northern Trust
Illinois
$631M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.38B
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$23.5M
5
Goldman Sachs
Goldman Sachs
New York
$446M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.71B
2
Morgan Stanley
Morgan Stanley
New York
$275M
3
BlackRock
BlackRock
New York
$414M
4
Citigroup
Citigroup
New York
$69.7M
5
IG
ING Group
Netherlands
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NC
651
NewSquare Capital
Pennsylvania
$96.9K +$7.32K +58 +8%
GEA
652
Glen Eagle Advisors
New Jersey
$92.6K +$378 +3 +0.4%
WCM
653
Winthrop Capital Management
Indiana
$92K – – –
NRC
654
New Republic Capital
North Carolina
$90.7K – – –
JWA
655
JFS Wealth Advisors
Pennsylvania
$90.2K -$4.8K -38 -5%
SS
656
Sunbelt Securities
Texas
$87.6K – – –
GWSG
657
GPS Wealth Strategies Group
Colorado
$85K +$3.41K +27 +4%
Fifth Third Bancorp
658
Fifth Third Bancorp
Ohio
$83.7K +$9.59K +76 +13%
HWP
659
Highline Wealth Partners
California
$81.3K – – –
CFFP
660
Center for Financial Planning
Michigan
$74.2K – – –
OC
661
Oarsman Capital
Wisconsin
$73.3K +$73.3K +581 New
RA
662
Rise Advisors
New York
$69.8K +$253 +2 +0.4%
HIA
663
Harbor Investment Advisory
Maryland
$66.5K +$1.77K +14 +3%
BBHC
664
Brown Brothers Harriman & Co
New York
$64.4K – – –
CA
665
Continuum Advisory
Idaho
$62.6K -$10.2K -78 -14%
AWM
666
Aspire Wealth Management
Massachusetts
$62.5K +$4.42K +35 +8%
JFGIW
667
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$59.7K – – –
GI
668
GAMMA Investing
California
$59.3K +$59.3K +470 New
OLVIG
669
Oliver Lagore Vanvalin Investment Group
Michigan
$53.4K -$126 -1 -0.2%
GT
670
Glenmede Trust
Pennsylvania
$53.2K – – –
HGA
671
Hobbs Group Advisors
South Carolina
$52.2K – – –
LFA
672
LGT Financial Advisors
Texas
$52.2K +$4.79K +38 +10%
CPG
673
Cornerstone Planning Group
New Jersey
$52.2K -$108K -849 -67%
AIC
674
Archer Investment Corporation
Indiana
$52K – – –
HR
675
Howe & Rusling
New York
$46.5K +$46.5K +369 New
25 26
27
28 29