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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 %
KFAA
101
Klaas Financial Asset Advisors
Illinois
$7.2M 57,045 +315 +0.6%
MWM
102
Modera Wealth Management
New Jersey
$7.1M 56,285 -1,871 -3%
FWI
103
Facet Wealth Inc
Maryland
$7.01M 55,941 +4,469 +9%
RJA
104
Raymond James & Associates
Florida
$6.98M 55,322 -11,446 -17%
DAS
105
Dynamic Advisor Solutions
Arizona
$6.74M 53,427 -2,004 -4%
LSAG
106
Lake Street Advisors Group
New Hampshire
$6.72M 53,296 +101 +0.2%
T
107
TNF
Montana
$6.7M 52,753 -218 -0.4%
PA
108
Parallel Advisors
California
$6.64M 52,659 -2,067 -4%
MA
109
Mutual Advisors
Nebraska
$6.64M 52,259 -1,717 -3%
RIS
110
Retirement Income Solutions
Michigan
$6.44M 51,034 +2,069 +4%
ASN
111
Advisory Services Network
Georgia
$6.41M 53,743 – –
Acadian Asset Management
112
Acadian Asset Management
Massachusetts
$6.37M 50,484 +50,484 New
FAIM
113
Financial Advocates Investment Management
Washington
$6.16M 125,313 +117,113 +1,428%
FWCM
114
Ferguson Wellman Capital Management
Oregon
$6.08M 48,188 +827 +2%
HHGA
115
Halbert Hargrove Global Advisors
California
$6.06M 47,990 -4,843 -9%
IC
116
IEQ Capital
California
$6.02M 47,688 -15,385 -24%
IFWM
117
Institute for Wealth Management
Colorado
$5.99M 47,465 +2,835 +6%
CAPTRUST Financial Advisors
118
CAPTRUST Financial Advisors
North Carolina
$5.97M 47,338 -1,161 -2%
TC
119
Trilogy Capital
California
$5.95M 47,153 +915 +2%
WWP
120
Waypoint Wealth Partners
California
$5.93M 46,994 -50 -0.1%
FFA
121
Farther Finance Advisors
California
$5.91M 46,829 -2,140 -4%
GIA
122
Goodwin Investment Advisory
Georgia
$5.88M 46,564 -9,582 -17%
WA
123
Wealth Architects
California
$5.79M 45,888 +1,817 +4%
SWG
124
Summit Wealth Group
Vermont
$5.65M 44,757 +710 +2%
MW
125
Maia Wealth
Colorado
$5.6M 44,103 -4,317 -9%
3 4
5
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