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iShares ESG Aware MSCI USA ETF
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Overview Fund Activity

734 hedge funds and large institutions have $10.4B invested in iShares ESG Aware MSCI USA ETF in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 184 increasing their positions, 384 reducing their positions, and 65 closing their positions.

Holders
734
Holders Change
-14
Holders Change %
-1.87%
% of All Funds
10.64%
Holding in Top 10
31
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-35.42%
% of All Funds
0.45%
New
66
Increased
184
Reduced
384
Closed
65
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
1
Northern Trust
Illinois
$416M
2
SG Americas Securities
2
SG Americas Securities
New York
$47.8M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$51.8M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.27B
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$27.9M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$533M
2
Morgan Stanley
2
Morgan Stanley
New York
$315M
3
LPL Financial
3
LPL Financial
California
$230M
4
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$87.1M
5
PAS
5
Park Avenue Securities
New York
$53M
Name Market Value Shares Shares
Change 		Shares
Change %
C
726
Covestor
United Kingdom
$3K 22 -38 -63%
VF
727
VitalStone Financial
Texas
$3K 25 – –
SAG
728
Spotlight Asset Group
Illinois
$2.99K 26 – –
Russell Investments Group
729
Russell Investments Group
United Kingdom
$2.99K 26 +26 New
PFM
730
Phillips Financial Management
Indiana
$2.88K 25 -32 -56%
FPF
731
First Pacific Financial
Washington
$2.53K 22 -51 -70%
GIA
732
GHP Investment Advisors
Colorado
$2.3K 20 – –
CA
733
Crewe Advisors
Utah
$2.19K 19 +19 New
HBW
734
Hazlett, Burt & Watson
West Virginia
$2K 18 +18 New
RF
735
Robbins Farley
New Hampshire
$1.84K 16 – –
CPA
736
Clear Point Advisors
New York
$1.19K 10 – –
SFA
737
Semmax Financial Advisors
North Carolina
$146 1 -1,377 -100%
VI
738
Vestcor Inc
New Brunswick, Canada
– – -269,500 Closed
PFG
739
Pacific Financial Group
Washington
– – -59,088 Closed
WF
740
Williams Financial
Vermont
– – -35,937 Closed
IWA
741
Invera Wealth Advisors
Oregon
– – -33,402 Closed
PFG
742
PAX Financial Group
Texas
– – -25,223 Closed
BHWM
743
Bay Harbor Wealth Management
Maryland
– – -22,441 Closed
MRC
744
Millburn Ridgefield Corp
New York
– – -21,555 Closed
CFA
745
Cahill Financial Advisors
Minnesota
– – -17,328 Closed
IA
746
IFG Advisory
Georgia
– – -15,522 Closed
ICP
747
Interchange Capital Partners
Pennsylvania
– – -15,313 Closed
CRI
748
Commonwealth Retirement Investments
Virginia
– – -15,075 Closed
FA
749
FDx Advisors
Illinois
– – -14,652 Closed
GS
750
GTS Securities
New York
– – -13,398 Closed
28 29
30
31 32