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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.

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

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.71B
2
Morgan Stanley
2
Morgan Stanley
New York
$275M
3
BlackRock
3
BlackRock
New York
$414M
4
Citigroup
4
Citigroup
New York
$69.7M
5
IG
5
ING Group
Netherlands
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ACA
51
Affinity Capital Advisors
California
$19.1M 151,458 +9,330 +7%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$18.8M 148,999 +3,909 +3%
MD
53
Money Design
Japan
$18.2M 144,404 -1,451 -1%
EFG
54
Erickson Financial Group
Pennsylvania
$16.3M 129,278 -2,053 -2%
OIA
55
OneDigital Investment Advisors
Kansas
$15.7M 124,747 -10,973 -8%
AG
56
AlTi Global
New York
$15.4M 122,273 +625 +0.5%
AllianceBernstein
57
AllianceBernstein
Tennessee
$15.1M 119,778 +952 +0.8%
OWA
58
One Wealth Advisors
California
$14.8M 117,558 +8 +0%
AC
59
Apella Capital
Connecticut
$14.8M 118,315 +715 +0.6%
NA
60
NewEdge Advisors
Louisiana
$14.4M 114,298 -895 -0.8%
Schroder Investment Management Group
61
Schroder Investment Management Group
United Kingdom
$13.9M 110,868 -5,353 -5%
Corient Private Wealth
62
Corient Private Wealth
Florida
$13.3M 105,401 +3,007 +3%
FLPIM
63
F.L. Putnam Investment Management
Massachusetts
$13.3M 105,015 -453 -0.4%
SEI Investments
64
SEI Investments
Pennsylvania
$13.2M 104,994 -2,185 -2%
Mariner
65
Mariner
Kansas
$12.9M 102,298 -792 -0.8%
C1AG
66
Client 1st Advisory Group
Florida
$12.8M 101,583 -3,165 -3%
PMA
67
Prudent Man Advisors
Illinois
$12.7M 100,422 -2,421 -2%
SCA
68
STALEY CAPITAL ADVISERS
Pennsylvania
$12.6M 100,135 – –
BEC
69
Blue Edge Capital
Virginia
$12.4M 98,159 -2,633 -3%
PL
70
Plancorp LLC
Missouri
$12.1M 95,506 -1,098 -1%
Fisher Asset Management
71
Fisher Asset Management
Washington
$12M 95,467 -948 -1%
LWP
72
Laurel Wealth Planning
Minnesota
$11.7M 92,675 -6,141 -6%
VHAM
73
Van Hulzen Asset Management
California
$11.6M 91,591 -12,719 -12%
Truist Financial
74
Truist Financial
North Carolina
$11.5M 91,286 -8,298 -8%
HI
75
Harbour Investments
Wisconsin
$11.4M 90,121 +2,378 +3%
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