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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.

New
Increased
Maintained
Reduced
Closed
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
TIAA Trust, National Association
North Carolina
$716M
2
Northern Trust
Northern Trust
Illinois
$631M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.38B
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$23.5M
5
Goldman Sachs
Goldman Sachs
New York
$446M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.71B
2
Morgan Stanley
Morgan Stanley
New York
$275M
3
BlackRock
BlackRock
New York
$414M
4
Citigroup
Citigroup
New York
$69.7M
5
IG
ING Group
Netherlands
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
151
Equitable Holdings
New York
$3.69M -$258K -2,043 -7%
FCA
152
FLC Capital Advisors
California
$3.68M -$39.5K -313 -1%
Tudor Investment Corp
153
Tudor Investment Corp
Connecticut
$3.62M +$2.26M +17,900 +166%
PA
154
Planning Alternatives
Michigan
$3.55M +$161K +1,275 +5%
HWM
155
HB Wealth Management
Georgia
$3.53M +$345K +2,736 +11%
TC
156
TownSquare Capital
Utah
$3.5M +$199K +1,575 +6%
CW
157
CreativeOne Wealth
Kansas
$3.43M +$2.82M +22,368 +465%
DT
158
Diversified Trust
Tennessee
$3.39M +$278K +2,200 +9%
IWM
159
Integris Wealth Management
California
$3.38M -$42K -333 -1%
HFA
160
High Falls Advisors
New York
$3.37M +$114K +904 +4%
Two Sigma Advisers
161
Two Sigma Advisers
New York
$3.34M -$20.7M -164,000 -86%
SC
162
Savant Capital
Illinois
$3.32M -$27.1K -215 -0.8%
AssetMark Inc
163
AssetMark Inc
California
$3.3M +$716K +5,675 +28%
MFG
164
Merit Financial Group
Georgia
$3.26M -$392K -3,104 -11%
Rockefeller Capital Management
165
Rockefeller Capital Management
New York
$3.25M +$240K +1,906 +8%
FHA
166
First Horizon Advisors
Tennessee
$3.23M +$64.6K +512 +2%
MIS
167
Morningstar Investment Services
Illinois
$3.21M +$634K +5,043 +25%
OAP
168
One Advisory Partners
Kansas
$3.17M -$32.3K -256 -1%
BRIA
169
Balanced Rock Investment Advisors
Massachusetts
$3.17M +$35.5K +281 +1%
HGWM
170
Horst & Graben Wealth Management
Oregon
$3.17M -$26.8K -212 -0.8%
SFS
171
Sowell Financial Services
Arkansas
$3.09M -$67.6K -536 -2%
JPG
172
Jordan Park Group
California
$3.06M -$252 -2 -0%
BTI
173
Blue Trust Inc
Georgia
$3.06M -$73.7K -618 -2%
RFC
174
Regions Financial Corp
Alabama
$3.02M -$644K -5,103 -18%
PCA
175
Prosperity Capital Advisors
Ohio
$2.94M -$17.3K -137 -0.6%
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