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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 %
DFA
676
DHJJ Financial Advisors
Illinois
$46.1K – – –
TAM
677
Tucker Asset Management
Colorado
$42.1K -$52K -412 -55%
IHWM
678
Iron Horse Wealth Management
Iowa
$39.5K – – –
FAM
679
Family Asset Management
South Carolina
$38.7K -$126 -1 -0.3%
FFWM
680
Future Financial Wealth Management
Ohio
$38K +$38K +301 New
FFO
681
Fortitude Family Office
Arizona
$37.2K – – –
RIL
682
Rothschild Investment LLC
Illinois
$36.6K – – –
PP
683
PrairieView Partners
Minnesota
$36K – – –
CT
684
Clearstead Trust
Maine
$35.1K – – –
PFBT
685
Parkside Financial Bank & Trust
Missouri
$32.7K – – –
CJ
686
Caitlin John
Michigan
$32.5K – – –
CFO
687
CVA Family Office
Colorado
$32.4K – – –
BF
688
BOK Financial
Oklahoma
$28.6K +$28.6K +229 New
RP
689
Rice Partnership
Hawaii
$28K – – –
CWP
690
Concord Wealth Partners
Virginia
$28K – – –
FCA
691
FinTrust Capital Advisors
South Carolina
$26.9K – – –
BLC
692
Brown, Lisle/Cummings
Rhode Island
$26.4K – – –
CIA
693
Cape Investment Advisory
Georgia
$26.2K -$4.54K -36 -15%
IWP
694
IAG Wealth Partners
Wisconsin
$25.9K -$34.7K -275 -57%
NP
695
NorthRock Partners
Minnesota
$25.2K – – –
TC
696
Trust Company
Kansas
$24.6K – – –
CWC
697
Carolinas Wealth Consulting
North Carolina
$24.1K – – –
CA
698
Centerpoint Advisors
Massachusetts
$24K – – –
KFI
699
Key Financial Inc
Pennsylvania
$23.6K – – –
EWA
700
Elevate Wealth Advisory
Georgia
$22.2K – – –
26 27
28
29 30