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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.

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
1
Bank of America
North Carolina
$1.77B
2
Northern Trust
2
Northern Trust
Illinois
$564M
3
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$633M
4
Betterment LLC
4
Betterment LLC
New York
$385M
5
Citigroup
5
Citigroup
New York
$134M

Top Sellers

1
GA
1
GFS Advisors
Texas
$1.67M
2
BOI
2
Bank of Italy
Italy
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$346M
4
SMFG
4
Sumitomo Mitsui Financial Group
Japan
$0
5
LPL Financial
5
LPL Financial
California
$172M
Name Market Value Shares Shares
Change 		Shares
Change %
SCA
76
STALEY CAPITAL ADVISERS
Pennsylvania
$11.9M 100,135 – –
Truist Financial
77
Truist Financial
North Carolina
$11.9M 99,584 -4,172 -4%
LWP
78
Laurel Wealth Planning
Minnesota
$11.8M 98,816 -483 -0.5%
PL
79
Plancorp LLC
Missouri
$11.5M 96,604 -3,663 -4%
Fisher Asset Management
80
Fisher Asset Management
Washington
$11.5M 96,415 +10,489 +12%
HI
81
Harbour Investments
Wisconsin
$10.5M 87,743 +660 +0.8%
SWC
82
Spectrum Wealth Counsel
Indiana
$10.3M 86,710 -6,294 -7%
KAS
83
Kestra Advisory Services
Texas
$10.3M 86,586 -7,430 -8%
NCM
84
Northwest Capital Management
Oregon
$10.3M 86,580 -45,302 -34%
CAM
85
Clarity Asset Management
Iowa
$10.3M 86,165 +2,888 +3%
KWM
86
Keebeck Wealth Management
Illinois
$10.2M 85,197 -1,460 -2%
Neuberger Berman Group
87
Neuberger Berman Group
New York
$9.7M 81,266 -6,013 -7%
SB
88
Strategic Blueprint
Georgia
$9.02M 75,588 -16,017 -17%
FDCDDQ
89
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.85M 74,140 – –
RZH
90
Relyea Zuckerberg Hanson
Connecticut
$8.67M 72,625 +1,685 +2%
PA
91
Parkside Advisors
California
$8.56M 71,759 +401 +0.6%
UCFA
92
United Capital Financial Advisors
Texas
$8.22M 68,915 -1,400 -2%
RJA
93
Raymond James & Associates
Florida
$7.97M 66,768 -92,255 -58%
CWS
94
Cypress Wealth Services
California
$7.83M 65,618 -3,899 -6%
IWA
95
Icon Wealth Advisors
Texas
$7.61M 62,833 -56,647 -47%
IC
96
IEQ Capital
California
$7.53M 63,073 -8,962 -12%
MMA
97
Miracle Mile Advisors
California
$7.46M 62,497 +1,331 +2%
FA
98
Financial Advisors
Massachusetts
$7.43M 62,242 -567 -0.9%
Bank of New York Mellon
99
Bank of New York Mellon
New York
$7.42M 62,188 -16,003 -20%
PO
100
Private Ocean
California
$7.32M 61,381 +41 +0.1%
2 3
4
5 6