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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.

New
Increased
Maintained
Reduced
Closed
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
Morgan Stanley
New York
$668M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.12B
3
Bank of America
Bank of America
North Carolina
$1.42B
4
Citigroup
Citigroup
New York
$55.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.33B

Top Sellers

1
MB
Mizuho Bank
Japan
$0
2
Northern Trust
Northern Trust
Illinois
$325M
3
TLIC
Taiyo Life Insurance Company
Japan
$0
4
VMPIC
Varma Mutual Pension Insurance Co
Finland
$0
5
Osaic Holdings
Osaic Holdings
Arizona
$136M
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
126
SteelPeak Wealth
California
$7.29M +$342K +3,261 +5%
Two Sigma Advisers
127
Two Sigma Advisers
New York
$7.22M +$3.21M +30,600 +80%
BRWA
128
B. Riley Wealth Advisors
Florida
$7.21M -$1.98M -18,884 -22%
KFSC
129
Keystone Financial Services (Colorado)
Colorado
$6.95M +$334K +3,187 +5%
PAG
130
Private Advisor Group
New Jersey
$6.93M +$609K +5,800 +10%
SXL
131
Summit X LLC
Missouri
$6.83M +$32K +305 +0.5%
MA
132
Mutual Advisors
Nebraska
$6.81M -$405K -3,856 -6%
MWM
133
Modera Wealth Management
New Jersey
$6.78M +$118K +1,120 +2%
PO
134
Private Ocean
California
$6.75M -$913K -8,698 -12%
HPFG
135
Hart & Patterson Financial Group
Massachusetts
$6.73M +$6.73M +64,142 New
FA
136
Financial Advisors
Massachusetts
$6.68M -$7.87K -75 -0.1%
HGWM
137
Horst & Graben Wealth Management
Oregon
$6.65M -$23K -219 -0.3%
RZH
138
Relyea Zuckerberg Hanson
Connecticut
$6.57M +$2M +19,091 +44%
EWM
139
Empirical Wealth Management
Washington
$6.54M +$16.2K +154 +0.2%
TC
140
TownSquare Capital
Utah
$6.49M +$1.47M +14,025 +29%
WP
141
WealthShield Partners
North Carolina
$6.47M -$759K -7,233 -10%
PWM
142
Perigon Wealth Management
California
$6.31M -$76.6K -730 -1%
I
143
INVST
Indiana
$6.28M -$1.93M -17,760 -24%
DAS
144
Dynamic Advisor Solutions
Arizona
$6.21M -$165K -1,605 -3%
PFG
145
Pacific Financial Group
Washington
$6.2M -$214K -2,035 -3%
SCA
146
Snowden Capital Advisors
New York
$6.17M +$263K +2,504 +4%
Franklin Resources
147
Franklin Resources
California
$5.97M +$4.74M +45,163 +386%
FWI
148
Facet Wealth Inc
Maryland
$5.96M -$42.5K -391 -0.7%
Fidelity Investments
149
Fidelity Investments
Massachusetts
$5.93M +$1.43M +13,609 +32%
FHA
150
First Horizon Advisors
Tennessee
$5.93M +$412K +3,926 +7%
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