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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 %
TRCT
751
Tower Research Capital (TRC)
New York
– -$5.92M -51,498 Closed
AAMC
752
Asset Allocation & Management Company
Illinois
– -$3.91M -34,000 Closed
GAA
753
Global Assets Advisory
Florida
– -$465K -30,881 Closed
RLIM
754
Red Lighthouse Investment Management
New York
– -$3.27M -28,475 Closed
WWA
755
WCG Wealth Advisors
Nevada
– -$3.03M -26,345 Closed
ITB
756
Idaho Trust Bank
Idaho
– -$2.59M -22,506 Closed
FRA
757
FFG Retirement Advisors
Colorado
– -$2.46M -21,393 Closed
CAM
758
Crestone Asset Management
Colorado
– -$2.07M -18,007 Closed
HF
759
HRT Financial
New York
– -$1.55M -13,518 Closed
TLFA
760
True Link Financial Advisors
California
– -$1.55M -13,508 Closed
AWA
761
Arete Wealth Advisors
Illinois
– -$1.44M -12,483 Closed
SAW
762
Signal Advisors Wealth
Michigan
– -$1.11M -9,663 Closed
LW
763
Libra Wealth
California
– -$933K -8,120 Closed
TCM
764
Traynor Capital Management
Pennsylvania
– -$826K -7,183 Closed
RW
765
Regimen Wealth
Georgia
– -$680K -5,912 Closed
NL
766
NWAM LLC
Washington
– -$407K -3,579 Closed
CCG
767
Catalina Capital Group
California
– -$409K -3,559 Closed
BWS
768
Buck Wealth Strategies
Colorado
– -$380K -3,308 Closed
LFAS
769
Level Four Advisory Services
Texas
– -$303K -2,887 Closed
GWP
770
Gateway Wealth Partners
Wisconsin
– -$313K -2,723 Closed
MCIA
771
Mountain Capital Investment Advisors
Colorado
– -$299K -2,620 Closed
CBFP
772
Cedar Brook Financial Partners
Ohio
– -$252K -2,194 Closed
Brown Advisory
773
Brown Advisory
Maryland
– -$233K -2,028 Closed
RFA
774
Resurgent Financial Advisors
Georgia
– -$228K -1,985 Closed
PFA
775
Pathway Financial Advisors
Vermont
– -$225K -1,955 Closed
28 29 30
31
32