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iShares ESG Aware MSCI USA ETF
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Overview Fund Activity

741 hedge funds and large institutions have $10.2B invested in iShares ESG Aware MSCI USA ETF in 2024 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 191 increasing their positions, 370 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
741
Holders Change
+7
Holders Change %
+0.95%
% of All Funds
10.78%
Holding in Top 10
21
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-32.26%
% of All Funds
0.31%
New
60
Increased
191
Reduced
370
Closed
42
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.77B
2
Northern Trust
Northern Trust
Illinois
$564M
3
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$633M
4
Betterment LLC
Betterment LLC
New York
$385M
5
Citigroup
Citigroup
New York
$134M

Top Sellers

1
GA
GFS Advisors
Texas
$1.67M
2
BOI
Bank of Italy
Italy
$0
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$346M
4
SMFG
Sumitomo Mitsui Financial Group
Japan
$0
5
LPL Financial
LPL Financial
California
$172M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWA
151
Physician Wealth Advisors
Utah
$4.17M -$29.3K -236 -0.7%
Renaissance Technologies
152
Renaissance Technologies
New York
$3.84M +$2.21M +18,500 +135%
TCA
153
Transcend Capital Advisors
New Jersey
$3.84M -$446K -3,741 -10%
BRWA
154
B. Riley Wealth Advisors
Florida
$3.82M -$6.62M -55,521 -63%
EH
155
Equitable Holdings
New York
$3.73M -$11.1K -93 -0.3%
WWM
156
WT Wealth Management
Arizona
$3.64M +$84.6K +709 +2%
ST
157
Spinnaker Trust
Maine
$3.6M -$10.8M -90,746 -75%
Jane Street
158
Jane Street
New York
$3.55M +$2.77M +23,232 +354%
FCA
159
FLC Capital Advisors
California
$3.52M -$73.7K -618 -2%
Thrivent Financial for Lutherans
160
Thrivent Financial for Lutherans
Minnesota
$3.52M -$641K -5,374 -15%
RFC
161
Regions Financial Corp
Alabama
$3.46M +$294K +2,462 +9%
MFG
162
Merit Financial Group
Georgia
$3.45M -$95.1K -797 -3%
CWM
163
Certus Wealth Management
California
$3.26M -$523K -4,381 -14%
IWM
164
Integris Wealth Management
California
$3.24M -$426K -3,570 -12%
UB
165
UMB Bank
Missouri
$3.22M +$2.62M +21,953 +434%
PA
166
Planning Alternatives
Michigan
$3.21M +$83.5K +700 +3%
SC
167
Savant Capital
Illinois
$3.16M +$107K +894 +3%
TC
168
TownSquare Capital
Utah
$3.12M -$2.27M -19,005 -42%
HFA
169
High Falls Advisors
New York
$3.08M -$2.81M -23,572 -48%
OAP
170
One Advisory Partners
Kansas
$3.03M -$1.3M -10,936 -30%
HGWM
171
Horst & Graben Wealth Management
Oregon
$3.02M -$43.3K -363 -1%
BTI
172
Blue Trust Inc
Georgia
$3.02M – – –
HWM
173
HB Wealth Management
Georgia
$3.02M -$7.64K -64 -0.3%
FHA
174
First Horizon Advisors
Tennessee
$2.99M -$730K -6,120 -20%
SFS
175
Sowell Financial Services
Arkansas
$2.98M +$2.86K +24 +0.1%
5 6
7
8 9