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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 %
BCI
101
Brinker Capital Investments
Pennsylvania
$7.76M 88,566 +46,550 +111%
FA
102
Financial Advisors
Massachusetts
$7.7M 59,804 -2,154 -3%
KFAA
103
Klaas Financial Asset Advisors
Illinois
$7.63M 59,210 +2,165 +4%
EWM
104
Empirical Wealth Management
Washington
$7.54M 58,547 -2,372 -4%
FWI
105
Facet Wealth Inc
Maryland
$7.52M 57,043 +1,102 +2%
Renaissance Technologies
106
Renaissance Technologies
New York
$7.47M 58,000 +40,800 +237%
UCFA
107
United Capital Financial Advisors
Texas
$7.44M 57,726 -8,092 -12%
IWA
108
Icon Wealth Advisors
Texas
$7.43M 57,646 -4,532 -7%
CIAS
109
CFS Investment Advisory Services
New Jersey
$7.36M 57,158 -784 -1%
MWM
110
Modera Wealth Management
New Jersey
$7.15M 55,525 -760 -1%
AWS
111
Atria Wealth Solutions
New York
$7.08M 54,934 -6,193 -10%
AAS
112
Avantax Advisory Services
Texas
$6.94M 53,879 -3,632 -6%
PA
113
Parallel Advisors
California
$6.61M 51,282 -1,377 -3%
ASN
114
Advisory Services Network
Georgia
$6.57M 51,006 -2,737 -5%
IFWM
115
Institute for Wealth Management
Colorado
$6.53M 50,689 +3,224 +7%
DAS
116
Dynamic Advisor Solutions
Arizona
$6.44M 50,029 -3,398 -6%
ALA
117
Atlas Legacy Advisors
California
$6.43M 49,890 +49,890 New
FFA
118
Farther Finance Advisors
California
$6.41M 49,750 +2,921 +6%
FWCM
119
Ferguson Wellman Capital Management
Oregon
$6.36M 49,409 +1,221 +3%
MA
120
Mutual Advisors
Nebraska
$6.36M 48,798 -3,461 -7%
Focus Partners Wealth
121
Focus Partners Wealth
Massachusetts
$6.14M 47,665 +35,662 +297%
CAPTRUST Financial Advisors
122
CAPTRUST Financial Advisors
North Carolina
$6.09M 47,307 -31 -0.1%
MW
123
Maia Wealth
Colorado
$6.02M 45,674 +1,571 +4%
GIA
124
Goodwin Investment Advisory
Georgia
$5.97M 46,381 -183 -0.4%
WWP
125
Waypoint Wealth Partners
California
$5.97M 46,348 -646 -1%
3 4
5
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