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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 %
SIC
701
Salem Investment Counselors
North Carolina
$22.2K – – –
SL
702
Salomon & Ludwin
Virginia
$20.3K – – –
CCMI
703
Creative Capital Management Investments
California
$19.4K – – –
DF
704
Dunhill Financial
United Kingdom
$19K +$126 +1 +0.7%
ACA
705
Atlas Capital Advisors
Wyoming
$18K – – –
AAG
706
Armstrong Advisory Group
Massachusetts
$17.5K +$17.5K +139 New
PMFA
707
Plante Moran Financial Advisors
Michigan
$16.9K – – –
SSB
708
Sandy Spring Bank
Maryland
$15.8K – – –
CB
709
Community Bank
New York
$15.8K – – –
SRCM
710
Signature Resources Capital Management
California
$15.5K – – –
GSEP
711
Golden State Equity Partners
California
$14.9K +$14.9K +118 New
ETS
712
ESL Trust Services
New York
$14.5K – – –
GFPC
713
Global Financial Private Client
Florida
$12.7K – – –
CFS
714
CGC Financial Services
Oregon
$12.6K – – –
GWM
715
Grand Wealth Management
Michigan
$12.5K +$12.5K +99 New
RWM
716
Ruedi Wealth Management
Illinois
$12.1K – – –
CFG
717
Copley Financial Group
California
$10.6K +$10.6K +84 New
FFC
718
First Financial Corp
Indiana
$10.5K – – –
MFC
719
Morris Financial Concepts
South Carolina
$9.21K +$883 +7 +11%
CSC
720
Caldwell Sutter Capital
California
$7.32K – – –
PA
721
PSI Advisors
Florida
$6.66K – – –
ATS
722
Ashton Thomas Securities
New York
$4.42K – – –
SCM
723
Sterling Capital Management
North Carolina
$4.16K +$4.16K +33 New
MFA
724
McClarren Financial Advisors
Pennsylvania
$4.04K +$2.93K +2,831 +264%
DJSG
725
D.J. St. Germain
Massachusetts
$3.66K – – –
27 28
29
30 31