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iShares ESG Aware MSCI USA ETF
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Overview Fund Activity

748 hedge funds and large institutions have $11.8B invested in iShares ESG Aware MSCI USA ETF in 2023 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 270 increasing their positions, 282 reducing their positions, and 46 closing their positions.

Holders
748
Holders Change
+51
Holders Change %
+7.32%
% of All Funds
10.97%
Holding in Top 10
48
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.67%
% of All Funds
0.7%
New
105
Increased
270
Reduced
282
Closed
46
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$668M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.12B
3
Bank of America
3
Bank of America
North Carolina
$1.42B
4
Citigroup
4
Citigroup
New York
$55.3M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.33B

Top Sellers

1
MB
1
Mizuho Bank
Japan
$0
2
Northern Trust
2
Northern Trust
Illinois
$325M
3
TLIC
3
Taiyo Life Insurance Company
Japan
$0
4
VMPIC
4
Varma Mutual Pension Insurance Co
Finland
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$136M
Name Market Value Shares Shares
Change 		Shares
Change %
Two Sigma Investments
76
Two Sigma Investments
New York
$13.9M 132,700 +71,000 +115%
EFG
77
Erickson Financial Group
Pennsylvania
$13.8M 131,707 +2,548 +2%
AllianceBernstein
78
AllianceBernstein
Tennessee
$13.6M 129,311 +56,115 +77%
ST
79
Spinnaker Trust
Maine
$12.8M 121,976 -389 -0.3%
KWM
80
Keebeck Wealth Management
Illinois
$12.8M 121,886 +12,071 +11%
SAMC
81
Spectrum Asset Management (California)
California
$12.6M 120,336 +58,901 +96%
Schroder Investment Management Group
82
Schroder Investment Management Group
United Kingdom
$12.6M 119,861 +5,298 +5%
WWG
83
West Wealth Group
California
$12.5M 118,827 -37 -0%
SB
84
Strategic Blueprint
Georgia
$12.4M 118,413 -25,242 -18%
AC
85
Apella Capital
Connecticut
$12.3M 119,933 -12,258 -9%
CA
86
Cetera Advisors
Colorado
$12M 114,450 +3,677 +3%
KAS
87
Kestra Advisory Services
Texas
$12M 114,312 -123,438 -52%
ACA
88
Affinity Capital Advisors
California
$11.9M 113,553 +23,028 +25%
CIAS
89
CFS Investment Advisory Services
New Jersey
$11.5M 109,221 -3,434 -3%
AAS
90
Avantax Advisory Services
Texas
$11.5M 109,137 +2,850 +3%
MFG
91
Merit Financial Group
Georgia
$11.3M 107,497 +217 +0.2%
MW
92
Maia Wealth
Colorado
$11M 104,366 +104,366 New
BCI
93
Brinker Capital Investments
Pennsylvania
$10.9M 103,865 +3,310 +3%
OPS
94
Orion Portfolio Solutions
Nebraska
$10.9M 103,865 +3,310 +3%
HI
95
Harbour Investments
Wisconsin
$10.8M 103,099 -1,108 -1%
PL
96
Plancorp LLC
Missouri
$10.7M 101,763 +2,745 +3%
SCA
97
STALEY CAPITAL ADVISERS
Pennsylvania
$10.5M 100,135 – –
Neuberger Berman Group
98
Neuberger Berman Group
New York
$10.1M 96,219 -37,277 -28%
CWS
99
Cypress Wealth Services
California
$10.1M 96,190 -7,603 -7%
T
100
TNF
Montana
$10.1M 92,903 -6,971 -7%
2 3
4
5 6