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iShares ESG Aware MSCI USA ETF
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Overview Fund Activity

748 hedge funds and large institutions have $11.8B invested in iShares ESG Aware MSCI USA ETF in 2023 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 270 increasing their positions, 282 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
748
Holders Change
+51
Holders Change %
+7.32%
% of All Funds
10.97%
Holding in Top 10
48
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.67%
% of All Funds
0.7%
New
105
Increased
270
Reduced
282
Closed
46
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$668M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.12B
3
Bank of America
Bank of America
North Carolina
$1.42B
4
Citigroup
Citigroup
New York
$55.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.33B

Top Sellers

1
MB
Mizuho Bank
Japan
$0
2
Northern Trust
Northern Trust
Illinois
$325M
3
TLIC
Taiyo Life Insurance Company
Japan
$0
4
VMPIC
Varma Mutual Pension Insurance Co
Finland
$0
5
Osaic Holdings
Osaic Holdings
Arizona
$136M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPA
751
Clear Point Advisors
New York
$1.09K +$1.09K +10 New
MB
752
Mizuho Bank
Japan
– -$244M -2,500,000 Closed
TLIC
753
Taiyo Life Insurance Company
Japan
– -$123M -1,307,000 Closed
VMPIC
754
Varma Mutual Pension Insurance Co
Finland
– -$85.8M -913,494 Closed
VIA
755
Virtus Investment Advisers
Connecticut
– -$12.4M -131,711 Closed
Toronto Dominion Bank
756
Toronto Dominion Bank
Ontario, Canada
– -$11.4M -121,000 Closed
Citadel Advisors
757
Citadel Advisors
Florida
– -$5.15M -54,869 Closed
MAM
758
Magellan Asset Management
Australia
– -$3.4M -36,154 Closed
CAM
759
Cobblestone Asset Management
Virginia
– -$1.61M -17,139 Closed
HF
760
HRT Financial
New York
– -$1.01M -10,760 Closed
CF
761
Cantor Fitzgerald
New York
– -$615K -6,547 Closed
CFS
762
Commonwealth Financial Services
West Virginia
– -$577K -6,145 Closed
KA
763
Kovack Advisors
Florida
– -$571K -6,081 Closed
KA
764
Kure Advisory
Minnesota
– -$450K -4,794 Closed
SWP
765
Strategic Wealth Partners
Ohio
– -$447K -4,756 Closed
MGP
766
Metis Global Partners
California
– -$383K -4,082 Closed
MSWMA
767
Market Street Wealth Management Advisors
Indiana
– -$313K -3,336 Closed
TFS
768
Thoroughbred Financial Services
Tennessee
– -$308K -3,289 Closed
MC
769
Moors & Cabot
Massachusetts
– -$274K -2,915 Closed
MCA
770
MSH Capital Advisors
Arizona
– -$265K -2,819 Closed
SAS
771
Stelac Advisory Services
New York
– -$255K -2,720 Closed
PGF
772
Plan Group Financial
Oklahoma
– -$249K -2,650 Closed
NFSG
773
Newbridge Financial Services Group
Florida
– -$244K -2,597 Closed
DFA
774
DHK Financial Advisors
New Hampshire
– -$224K -2,376 Closed
CAI
775
Capital Advisors Inc
Oklahoma
– -$205K -2,182 Closed
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