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iShares ESG Aware MSCI USA ETF
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Overview Fund Activity

781 hedge funds and large institutions have $10.9B invested in iShares ESG Aware MSCI USA ETF in 2024 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 234 increasing their positions, 322 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
781
Holders Change
+46
Holders Change %
+6.26%
% of All Funds
10.4%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.32%
New
109
Increased
234
Reduced
322
Closed
50
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
Northern Trust
Illinois
$849M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.53B
3
Morgan Stanley
Morgan Stanley
New York
$317M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$111M
5
LPL Financial
LPL Financial
California
$217M

Top Sellers

1
BlackRock
BlackRock
New York
$277M
2
Bank of America
Bank of America
North Carolina
$1.69B
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$69.6M
4
FAIM
Financial Advocates Investment Management
Washington
$1.15M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$53.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
HBW
776
Hazlett, Burt & Watson
West Virginia
$2K – – –
CMP
777
Coston McIsaac & Partners
Maine
$2K +$2K +22 New
ITIM
778
Indiana Trust & Investment Management
Indiana
$1.42K – – –
SS
779
SBI Securities
Japan
$1.16K +$1.16K +9 New
TFGT
780
TS Financial Group (TSFG)
Illinois
$1K +$1K +6 New
CTB
781
Country Trust Bank
Illinois
$902 – – –
FLP
782
Financial Life Planners
Arizona
$778 +$778 +6 New
NS
783
NBC Securities
Alabama
$180 -$329K -1,830 -100%
SFA
784
Semmax Financial Advisors
North Carolina
$32 -$31 – –
Prudential Financial
785
Prudential Financial
New Jersey
– -$5.11M -40,464 Closed
Tudor Investment Corp
786
Tudor Investment Corp
Connecticut
– -$3.62M -28,651 Closed
Two Sigma Advisers
787
Two Sigma Advisers
New York
– -$3.34M -26,500 Closed
MIS
788
Morningstar Investment Services
Illinois
– -$3.21M -25,569 Closed
RW
789
REDW Wealth
New Mexico
– -$2.29M -18,130 Closed
CCWM
790
Cassaday & Co Wealth Management
Virginia
– -$357K -11,935 Closed
BNP Paribas Asset Management
791
BNP Paribas Asset Management
France
– -$1.22M -9,741 Closed
Jane Street
792
Jane Street
New York
– -$871K -6,900 Closed
FFWA
793
Forthright Family Wealth Advisory
Texas
– -$693K -5,167 Closed
FTDI
794
First Trust Direct Indexing
Massachusetts
– -$625K -4,955 Closed
WAM
795
WNY Asset Management
New York
– -$606K -4,800 Closed
HWA
796
Hilltop Wealth Advisors
North Carolina
– -$513K -4,063 Closed
RDWM
797
Red Door Wealth Management
Tennessee
– -$492K -3,901 Closed
FCH
798
Freestone Capital Holdings
Washington
– -$418K -3,309 Closed
SW
799
Simplicity Wealth
New Jersey
– -$406K -3,214 Closed
Bank of Nova Scotia
800
Bank of Nova Scotia
Ontario, Canada
– -$369K -2,927 Closed
30 31
32
33 34