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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 %
OPPS
651
Obsidian Personal Planning Solutions
Maryland
$207K -$7.01K -53 -3%
DFA
652
Davies Financial Advisors
California
$206K – – –
AWM
653
Aprio Wealth Management
Georgia
$206K +$644 +5 +0.3%
TCM
654
TD Capital Management
Tennessee
$205K +$773 +6 +0.4%
BONH
655
Bank of New Hampshire
New Hampshire
$205K -$9.02K -70 -4%
FFC
656
Frederick Financial Consultants
Maryland
$204K +$204K +1,581 New
SA
657
Scarborough Advisors
Maryland
$204K -$7.09K -55 -3%
LSIA
658
LaSalle St. Investment Advisors
Illinois
$203K +$203K +1,578 New
SIM
659
Stratos Investment Management
Ohio
$203K +$203K +1,573 New
NWM
660
Northwest Wealth Management
Iowa
$203K +$203K +1,572 New
CAL
661
Capital Analysts LLC
Pennsylvania
$202K +$35.5K +275 +21%
BWA
662
Bestgate Wealth Advisors
Maryland
$202K +$202K +1,567 New
PWMAG
663
Pinnacle Wealth Management Advisory Group
New Jersey
$202K +$202K +1,565 New
BFS
664
BridgePort Financial Solutions
Iowa
$201K +$201K +1,575 New
GWM
665
Geneos Wealth Management
Colorado
$190K +$20.1K +156 +12%
EW
666
Element Wealth
Mississippi
$169K – – –
LFG
667
Larson Financial Group
Missouri
$166K -$258 -2 -0.2%
GWSG
668
GPS Wealth Strategies Group
Colorado
$146K +$58.7K +456 +68%
BCWM
669
Bartlett & Co Wealth Management
Ohio
$142K -$42.4K -329 -23%
AWM
670
Accredited Wealth Management
Kentucky
$140K +$140K +1,090 New
LWA
671
Lowe Wealth Advisors
Maryland
$138K – – –
LWCFA
672
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$134K -$55.3K -420 -29%
IRAG
673
Investment Research & Advisory Group
Georgia
$130K +$386 +3 +0.3%
TLA
674
Tanglewood Legacy Advisors
Texas
$129K – – –
OC
675
Oarsman Capital
Wisconsin
$128K +$53.6K +416 +72%
25 26
27
28 29