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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 %
HIF
751
Hill Island Financial
Michigan
– – -12,996 Closed
TI
752
Trexquant Investment
Connecticut
– – -10,989 Closed
AC
753
AlphaCore Capital
California
– – -10,423 Closed
WIA
754
World Investment Advisors
California
– – -10,109 Closed
IAS
755
IMA Advisory Services
Colorado
– – -9,120 Closed
SAG
756
SageView Advisory Group
California
– – -8,575 Closed
MWM
757
Meridian Wealth Management
Kentucky
– – -8,307 Closed
BIG
758
Bush Investment Group
Georgia
– – -7,861 Closed
GG
759
GenWealth Group
New Jersey
– – -6,690 Closed
YIH
760
Y-Intercept (HK)
Hong Kong
– – -6,680 Closed
EL
761
EQ LLC
Washington
– – -6,404 Closed
OP
762
ORG Partners
Indiana
– – -5,757 Closed
SWP
763
Semus Wealth Partners
Florida
– – -4,566 Closed
BHPW
764
Beverly Hills Private Wealth
California
– – -4,317 Closed
D
765
Dentgroup
Louisiana
– – -4,296 Closed
ACM
766
Absolute Capital Management
Pennsylvania
– – -4,272 Closed
CWM
767
Castle Wealth Management
Florida
– – -3,917 Closed
ASFA
768
All Season Financial Advisors
Colorado
– – -3,789 Closed
PW
769
Peninsula Wealth
California
– – -3,718 Closed
HIM
770
Hanlon Investment Management
New Jersey
– – -3,699 Closed
AFAS
771
Acorn Financial Advisory Services
Virginia
– – -3,686 Closed
WEG
772
World Equity Group
Illinois
– – -3,370 Closed
CPCM
773
Cardinal Point Capital Management
Ontario, Canada
– – -3,365 Closed
VT
774
Vise Technologies
New York
– – -3,326 Closed
WFC
775
Western Financial Corp
California
– – -3,140 Closed
29 30
31
32 33