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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 %
DWT
801
Dorsey & Whitney Trust
South Dakota
– -$354K -2,803 Closed
SC
802
Scotia Capital
Ontario, Canada
– -$343K -2,715 Closed
CPRC
803
Consolidated Portfolio Review Corp
New York
– -$290K -2,302 Closed
EPP
804
ETF Portfolio Partners
Kansas
– -$274K -2,169 Closed
IWS
805
Integrity Wealth Solutions
Colorado
– -$265K -2,101 Closed
PFA
806
Professional Financial Advisors
Nebraska
– -$262K -2,076 Closed
AAS
807
Annex Advisory Services
Wisconsin
– -$247K -1,959 Closed
AWA
808
Arkadios Wealth Advisors
Georgia
– -$236K -1,872 Closed
LWA
809
Lineweaver Wealth Advisors
Ohio
– -$231K -1,831 Closed
ECA
810
Elevation Capital Advisory
Oregon
– -$231K -1,830 Closed
HCM
811
Hudson Capital Management
New Jersey
– -$229K -1,815 Closed
QWP
812
Quotient Wealth Partners
Texas
– -$229K -1,813 Closed
SL
813
SWMG LLC
Texas
– -$233K -1,774 Closed
GWP
814
Gateway Wealth Partners
Wisconsin
– -$223K -1,771 Closed
HCP
815
Holt Capital Partners
Texas
– -$221K -1,750 Closed
HPC
816
Hobart Private Capital
North Carolina
– -$217K -1,718 Closed
EP
817
Edgestream Partners
New Jersey
– -$213K -1,688 Closed
APC
818
Aspire Private Capital
North Carolina
– -$180K -1,427 Closed
SHIM
819
Stone House Investment Management
Pennsylvania
– -$131K -1,036 Closed
SG Americas Securities
820
SG Americas Securities
New York
– -$102K -806 Closed
HGA
821
Hobbs Group Advisors
South Carolina
– -$52.2K -414 Closed
HR
822
Howe & Rusling
New York
– -$46.5K -369 Closed
AAG
823
Armstrong Advisory Group
Massachusetts
– -$17.5K -139 Closed
GSEP
824
Golden State Equity Partners
California
– -$14.9K -118 Closed
ETS
825
ESL Trust Services
New York
– -$14.5K -115 Closed
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