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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.

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

Top Sellers

1
BlackRock
1
BlackRock
New York
$277M
2
Bank of America
2
Bank of America
North Carolina
$1.69B
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$69.6M
4
FAIM
4
Financial Advocates Investment Management
Washington
$1.15M
5
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$53.2M
Name Market Value Shares Shares
Change 		Shares
Change %
HI
76
Harbour Investments
Wisconsin
$11.7M 90,910 +789 +0.9%
VHAM
77
Van Hulzen Asset Management
California
$11.5M 89,357 -2,234 -2%
PL
78
Plancorp LLC
Missouri
$11.4M 88,456 -7,050 -7%
Truist Financial
79
Truist Financial
North Carolina
$11.4M 88,396 -2,890 -3%
LWP
80
Laurel Wealth Planning
Minnesota
$11.2M 87,259 -5,416 -6%
KAS
81
Kestra Advisory Services
Texas
$10.7M 83,019 +1,382 +2%
CAM
82
Clarity Asset Management
Iowa
$10.4M 80,792 -2,781 -3%
National Bank of Canada
83
National Bank of Canada
Quebec, Canada
$10.1M 78,225 +78,225 New
NCM
84
Northwest Capital Management
Oregon
$9.93M 77,087 -7,501 -9%
KWM
85
Keebeck Wealth Management
Illinois
$9.85M 76,453 -192 -0.3%
LSAG
86
Lake Street Advisors Group
New Hampshire
$9.81M 76,134 +22,838 +43%
RZH
87
Relyea Zuckerberg Hanson
Connecticut
$9.66M 75,002 -307 -0.4%
WANY
88
Wealthspire Advisors (New York)
New York
$9.19M 71,349 -472 -0.7%
Bank of New York Mellon
89
Bank of New York Mellon
New York
$9.09M 70,591 -1,777 -2%
RIS
90
Retirement Income Solutions
Michigan
$9.06M 70,313 +19,279 +38%
PA
91
Parkside Advisors
California
$9.02M 69,982 -1,336 -2%
Fidelity Investments
92
Fidelity Investments
Massachusetts
$9.01M 69,919 +722 +1%
Cerity Partners
93
Cerity Partners
New York
$8.99M 69,804 +12,325 +21%
SB
94
Strategic Blueprint
Georgia
$8.92M 69,209 -2,628 -4%
Neuberger Berman Group
95
Neuberger Berman Group
New York
$8.52M 66,117 -7,233 -10%
Stifel Financial
96
Stifel Financial
Missouri
$8.39M 65,113 +2,372 +4%
MMA
97
Miracle Mile Advisors
California
$8.38M 65,045 -187 -0.3%
SA
98
Sanctuary Advisors
Indiana
$8.35M 62,763 -4,441 -7%
CWS
99
Cypress Wealth Services
California
$8.18M 63,514 -1,472 -2%
BCI
100
Brinker Capital Investments
Pennsylvania
$7.76M 88,566 +46,550 +111%
2 3
4
5 6