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iShares ESG Aware MSCI USA ETF
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Overview Fund Activity

735 hedge funds and large institutions have $10.3B invested in iShares ESG Aware MSCI USA ETF in 2024 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 234 increasing their positions, 307 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
735
Holders Change
-6
Holders Change %
-0.81%
% of All Funds
10.63%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.27%
New
51
Increased
234
Reduced
307
Closed
44
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$716M
2
Northern Trust
Northern Trust
Illinois
$631M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.38B
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$23.5M
5
Goldman Sachs
Goldman Sachs
New York
$446M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.71B
2
Morgan Stanley
Morgan Stanley
New York
$275M
3
BlackRock
BlackRock
New York
$414M
4
Citigroup
Citigroup
New York
$69.7M
5
IG
ING Group
Netherlands
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Marshall Wace
751
Marshall Wace
United Kingdom
– -$1.08M -9,088 Closed
IAIM
752
International Assets Investment Management
Florida
– -$916K -7,673 Closed
IA
753
IFG Advisory
Georgia
– -$868K -7,272 Closed
TPWA
754
TRUE Private Wealth Advisors
Oregon
– -$843K -7,067 Closed
MWM
755
Maripau Wealth Management
Indiana
– -$683K -5,724 Closed
PWA
756
Prairie Wealth Advisors
Nebraska
– -$441K -3,696 Closed
GWM
757
Gitterman Wealth Management
New Jersey
– -$426K -3,568 Closed
PG
758
Prostatis Group
Maryland
– -$391K -3,279 Closed
SW
759
SVB Wealth
Massachusetts
– -$355K -2,974 Closed
GCP
760
GSA Capital Partners
United Kingdom
– -$334K -2,802 Closed
TI
761
Trexquant Investment
Connecticut
– -$314K -2,629 Closed
FTUS
762
Flow Traders U.S.
New York
– -$312K -2,614 Closed
BJL
763
Brighton Jones LLC
Washington
– -$299K -2,509 Closed
BFA
764
Beacon Financial Advisory
Ohio
– -$285K -2,385 Closed
MHS
765
M Holdings Securities
Oregon
– -$281K -2,353 Closed
SFC
766
Strategic Financial Concepts
Texas
– -$280K -2,346 Closed
GFA
767
Gallagher Fiduciary Advisors
Illinois
– -$252K -2,115 Closed
SQA
768
Simon Quick Advisors
New Jersey
– -$237K -1,984 Closed
SW
769
SteelPeak Wealth
California
– -$221K -1,849 Closed
EA
770
Everpar Advisors
Oklahoma
– -$218K -1,824 Closed
I
771
INVST
Indiana
– -$215K -1,795 Closed
TPWA
772
Twin Peaks Wealth Advisors
California
– -$209K -1,750 Closed
WFA
773
Websterrogers Financial Advisors
South Carolina
– -$208K -1,747 Closed
VAMG
774
Voisard Asset Management Group
Michigan
– -$131K -1,101 Closed
CB
775
Chris Bulman
California
– -$95.8K -803 Closed
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