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iShares ESG Aware MSCI USA ETF
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Overview Fund Activity

781 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, 322 reducing their positions, and 50 closing their positions.

Holders
781
Holders Change
+46
Holders Change %
+6.26%
% of All Funds
10.4%
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
322
Closed
50
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
1
Northern Trust
Illinois
$849M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.53B
3
Morgan Stanley
3
Morgan Stanley
New York
$317M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$111M
5
LPL Financial
5
LPL Financial
California
$217M

Top Sellers

1
BlackRock
1
BlackRock
New York
$277M
2
Bank of America
2
Bank of America
North Carolina
$1.69B
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$69.6M
4
FAIM
4
Financial Advocates Investment Management
Washington
$1.15M
5
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$53.2M
Name Market Value Shares Shares
Change 		Shares
Change %
JIC
51
Joel Isaacson & Co
New York
$21.3M 165,598 +3,604 +2%
CL
52
Choreo LLC
Illinois
$20.8M 161,731 -4,776 -3%
CGL
53
Clarius Group LLC
Washington
$20.7M 160,932 +150,607 +1,459%
NA
54
NewEdge Advisors
Louisiana
$19.7M 152,774 +38,476 +34%
ACA
55
Affinity Capital Advisors
California
$19.6M 151,284 -174 -0.1%
AllianceBernstein
56
AllianceBernstein
Tennessee
$18.7M 145,434 +25,656 +21%
MD
57
Money Design
Japan
$18.2M 140,768 -3,636 -3%
IWC
58
Integrated Wealth Concepts
Massachusetts
$17M 132,319 -23,916 -15%
EFG
59
Erickson Financial Group
Pennsylvania
$16.7M 129,554 +276 +0.2%
Corient Private Wealth
60
Corient Private Wealth
Florida
$16.1M 124,866 +19,465 +18%
AG
61
AlTi Global
New York
$15.6M 121,230 -1,043 -0.9%
OWA
62
One Wealth Advisors
California
$15.1M 116,965 -593 -0.5%
AC
63
Apella Capital
Connecticut
$14.8M 114,965 -3,350 -3%
FLPIM
64
F.L. Putnam Investment Management
Massachusetts
$14.3M 110,721 +5,706 +5%
Schroder Investment Management Group
65
Schroder Investment Management Group
United Kingdom
$14M 108,156 -2,712 -2%
OIA
66
OneDigital Investment Advisors
Kansas
$13.6M 105,849 -18,898 -15%
SCA
67
STALEY CAPITAL ADVISERS
Pennsylvania
$12.9M 100,135 – –
BEC
68
Blue Edge Capital
Virginia
$12.8M 99,604 +1,445 +1%
SEI Investments
69
SEI Investments
Pennsylvania
$12.6M 98,187 -6,807 -6%
C1AG
70
Client 1st Advisory Group
Florida
$12.6M 98,009 -3,574 -4%
RF
71
Rossby Financial
Florida
$12.5M 96,903 +96,903 New
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$12.2M 95,010 -91,189 -49%
Mariner
73
Mariner
Kansas
$12.2M 94,951 -7,347 -7%
Fisher Asset Management
74
Fisher Asset Management
Washington
$11.8M 91,793 -3,674 -4%
PMA
75
Prudent Man Advisors
Illinois
$11.8M 91,707 -8,715 -9%
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