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iShares ESG Aware MSCI USA ETF
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Overview Fund Activity

741 hedge funds and large institutions have $10.2B invested in iShares ESG Aware MSCI USA ETF in 2024 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 191 increasing their positions, 370 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
741
Holders Change
+7
Holders Change %
+0.95%
% of All Funds
10.78%
Holding in Top 10
21
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-32.26%
% of All Funds
0.31%
New
60
Increased
191
Reduced
370
Closed
42
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.77B
2
Northern Trust
Northern Trust
Illinois
$564M
3
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$633M
4
Betterment LLC
Betterment LLC
New York
$385M
5
Citigroup
Citigroup
New York
$134M

Top Sellers

1
GA
GFS Advisors
Texas
$1.67M
2
BOI
Bank of Italy
Italy
$0
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$346M
4
SMFG
Sumitomo Mitsui Financial Group
Japan
$0
5
LPL Financial
LPL Financial
California
$172M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
726
PSI Advisors
Florida
$6.28K +$118 +1 +2%
ATS
727
Ashton Thomas Securities
New York
$4.27K +$4.27K +35 New
DJSG
728
D.J. St. Germain
Massachusetts
$3.46K +$3.46K +29 New
SAG
729
Spotlight Asset Group
Illinois
$3.1K – – –
Russell Investments Group
730
Russell Investments Group
United Kingdom
$3.1K – – –
PFM
731
Phillips Financial Management
Indiana
$3K – – –
C
732
Covestor
United Kingdom
$3K – – –
VF
733
VitalStone Financial
Texas
$2.98K – – –
GIA
734
GHP Investment Advisors
Colorado
$2.39K – – –
CA
735
Crewe Advisors
Utah
$2.27K – – –
HGERS
736
Householder Group Estate & Retirement Specialist
Arizona
$2K -$4.24K -36 -68%
HBW
737
Hazlett, Burt & Watson
West Virginia
$2K – – –
RF
738
Robbins Farley
New Hampshire
$1.91K – – –
CPA
739
Clear Point Advisors
New York
$1.24K – – –
IGWM
740
ICA Group Wealth Management
Colorado
$840 -$310K -2,582 -100%
CTB
741
Country Trust Bank
Illinois
$835 +$835 +7 New
GI
742
Gradient Investments
Minnesota
$111 -$4.77K -43 -98%
RCM
743
Raleigh Capital Management
North Carolina
$93 -$88.1K -947 -100%
SFA
744
Semmax Financial Advisors
North Carolina
$28 -$146 -1 Closed
BOI
745
Bank of Italy
Italy
– -$238M -2,068,908 Closed
SMFG
746
Sumitomo Mitsui Financial Group
Japan
– -$133M -1,160,614 Closed
SG Americas Securities
747
SG Americas Securities
New York
– -$47.8M -415,857 Closed
Janney Montgomery Scott
748
Janney Montgomery Scott
Pennsylvania
– -$23.5M -204,743 Closed
OMC
749
Old Mission Capital
Illinois
– -$11.1M -96,445 Closed
LNC
750
Lincoln National Corp
Pennsylvania
– -$7.29M -63,424 Closed
28 29
30
31 32