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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 Holding Trade Value Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
126
Thrivent Financial for Lutherans
Minnesota
$5.54M +$1.82M +14,432 +49%
HPFG
127
Hart & Patterson Financial Group
Massachusetts
$5.52M -$45.6K -361 -0.8%
SWC
128
Spectrum Wealth Counsel
Indiana
$5.4M -$5.54M -43,920 -51%
LRWA
129
Long Run Wealth Advisors
New York
$5.31M -$60.7K -481 -1%
VFA
130
Valeo Financial Advisors
Indiana
$5.26M +$548K +4,340 +12%
MCWS
131
McKinley Carter Wealth Services
West Virginia
$5.24M +$52K +412 +1%
PWM
132
Perigon Wealth Management
California
$5.22M -$672K -5,325 -11%
Prudential Financial
133
Prudential Financial
New Jersey
$5.11M +$248K +1,966 +5%
ACA
134
Aptus Capital Advisors
Alabama
$5.08M -$130K -1,027 -2%
PAG
135
Private Advisor Group
New Jersey
$5M -$490K -3,887 -9%
RF
136
RHS Financial
California
$4.93M -$597K -4,729 -11%
SWP
137
Stratos Wealth Partners
Ohio
$4.87M +$5.8K +46 +0.1%
KWS
138
Keystone Wealth Services
California
$4.67M -$323K -2,561 -6%
ST
139
Spinnaker Trust
Maine
$4.46M +$655K +5,188 +17%
LNWWM
140
Laird Norton Wetherby Wealth Management
California
$4.46M +$3.53K +28 +0.1%
IAN
141
Integrated Advisors Network
Texas
$4.34M -$95.6K -758 -2%
PWA
142
Physician Wealth Advisors
Utah
$4.3M +$24.6K +193 +0.6%
RA
143
RFG Advisory
Alabama
$4.13M -$1.21M -9,573 -23%
WWM
144
WT Wealth Management
Arizona
$3.98M +$72.3K +563 +2%
TCA
145
Transcend Capital Advisors
New Jersey
$3.97M -$86.7K -687 -2%
FDCDDQ
146
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.97M -$5.39M -42,709 -58%
MBT
147
Montecito Bank & Trust
California
$3.95M -$486K -3,854 -11%
BRWA
148
B. Riley Wealth Advisors
Florida
$3.9M -$115K -921 -3%
EWP
149
Elevation Wealth Partners
California
$3.88M +$756K +5,988 +24%
MPW
150
MA Private Wealth
California
$3.81M -$2.33M -18,440 -38%
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