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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.

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

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.71B
2
Morgan Stanley
2
Morgan Stanley
New York
$275M
3
BlackRock
3
BlackRock
New York
$414M
4
Citigroup
4
Citigroup
New York
$69.7M
5
IG
5
ING Group
Netherlands
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Two Sigma Investments
76
Two Sigma Investments
New York
$11M 86,800 -53,000 -38%
NCM
77
Northwest Capital Management
Oregon
$10.7M 84,588 -1,992 -2%
CAM
78
Clarity Asset Management
Iowa
$10.5M 83,573 -2,592 -3%
KAS
79
Kestra Advisory Services
Texas
$10.3M 81,637 -4,949 -6%
KWM
80
Keebeck Wealth Management
Illinois
$9.67M 76,645 -8,552 -10%
RZH
81
Relyea Zuckerberg Hanson
Connecticut
$9.5M 75,309 +2,684 +4%
Neuberger Berman Group
82
Neuberger Berman Group
New York
$9.26M 73,350 -7,916 -10%
Bank of New York Mellon
83
Bank of New York Mellon
New York
$9.13M 72,368 +10,180 +16%
SB
84
Strategic Blueprint
Georgia
$9.06M 71,837 -3,751 -5%
WANY
85
Wealthspire Advisors (New York)
New York
$9.06M 71,821 +57,020 +385%
PA
86
Parkside Advisors
California
$9M 71,318 -441 -0.6%
SA
87
Sanctuary Advisors
Indiana
$8.82M 67,204 +10,327 +18%
Fidelity Investments
88
Fidelity Investments
Massachusetts
$8.73M 69,197 +12,735 +23%
UCFA
89
United Capital Financial Advisors
Texas
$8.3M 65,818 -3,097 -4%
MMA
90
Miracle Mile Advisors
California
$8.23M 65,232 +2,735 +4%
CWS
91
Cypress Wealth Services
California
$8.2M 64,986 -632 -1%
Stifel Financial
92
Stifel Financial
Missouri
$7.92M 62,741 +4,185 +7%
OMC
93
Old Mission Capital
Illinois
$7.87M 62,400 +62,400 New
IWA
94
Icon Wealth Advisors
Texas
$7.85M 62,178 -655 -1%
FA
95
Financial Advisors
Massachusetts
$7.82M 61,958 -284 -0.5%
AWS
96
Atria Wealth Solutions
New York
$7.71M 61,127 +512 +0.8%
EWM
97
Empirical Wealth Management
Washington
$7.69M 60,919 -249 -0.4%
CIAS
98
CFS Investment Advisory Services
New Jersey
$7.31M 57,942 -2,058 -3%
AAS
99
Avantax Advisory Services
Texas
$7.26M 57,511 -1,186 -2%
Cerity Partners
100
Cerity Partners
New York
$7.25M 57,479 +1,398 +2%
2 3
4
5 6