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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 %
LWP
101
Laurel Wealth Planning
Minnesota
$10M 95,721 +7,679 +9%
LWA
102
Lineweaver Wealth Advisors
Ohio
$9.83M 93,698 -5,938 -6%
Corient Private Wealth
103
Corient Private Wealth
Florida
$9.77M 93,142 +6,906 +8%
BNP Paribas Financial Markets
104
BNP Paribas Financial Markets
France
$9.72M 92,605 +37,366 +68%
SWC
105
Spectrum Wealth Counsel
Indiana
$9.63M 91,741 +91,741 New
Mariner
106
Mariner
Kansas
$9.26M 88,219 -12,124 -12%
BEC
107
Blue Edge Capital
Virginia
$9.22M 87,882 +11,307 +15%
Fisher Asset Management
108
Fisher Asset Management
Washington
$8.96M 85,378 +1,934 +2%
WA
109
Wealth Alliance
New York
$8.92M 85,022 -1,709 -2%
BTI
110
Blue Trust Inc
Georgia
$8.88M 94,529 -66,636 -41%
FLPIM
111
F.L. Putnam Investment Management
Massachusetts
$8.81M 83,961 +4,673 +6%
AWM
112
AE Wealth Management
Kansas
$8.73M 81,331 -14,199 -15%
FFA
113
Farther Finance Advisors
California
$8.56M 81,633 +6,590 +9%
PWA
114
Physician Wealth Advisors
Utah
$8.45M 79,320 +3,532 +5%
Susquehanna International Group
115
Susquehanna International Group
Pennsylvania
$8.43M 80,384 +22,323 +38%
US Bancorp
116
US Bancorp
Minnesota
$8.43M 80,360 +2,184 +3%
HFA
117
High Falls Advisors
New York
$8.42M 80,262 -745 -0.9%
AG
118
AlTi Global
New York
$8.25M 78,621 +78,621 New
ASN
119
Advisory Services Network
Georgia
$8.24M 78,541 -2,864 -4%
PMA
120
Prudent Man Advisors
Illinois
$8.21M 78,258 -1,191 -1%
MPW
121
MA Private Wealth
California
$7.91M 75,384 -33,534 -31%
DGAM
122
Desjardins Global Asset Management
Quebec, Canada
$7.78M 74,140 +74,140 New
Thrivent Financial for Lutherans
123
Thrivent Financial for Lutherans
Minnesota
$7.67M 73,064 +618 +0.9%
PA
124
Parkside Advisors
California
$7.41M 70,582 +115 +0.2%
LNC
125
Lincoln National Corp
Pennsylvania
$7.37M 70,265 -9,299 -12%
3 4
5
6 7