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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 Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
151
Rockefeller Capital Management
New York
$3.84M +$521K +4,048 +16%
PA
152
Planning Alternatives
Michigan
$3.82M +$197K +1,526 +5%
MPW
153
MA Private Wealth
California
$3.78M -$102K -795 -3%
MFG
154
Merit Financial Group
Georgia
$3.77M +$442K +3,429 +13%
AssetMark Inc
155
AssetMark Inc
California
$3.71M +$340K +2,638 +10%
HWM
156
HB Wealth Management
Georgia
$3.69M +$77.7K +603 +2%
TC
157
TownSquare Capital
Utah
$3.68M +$106K +825 +3%
MBT
158
Montecito Bank & Trust
California
$3.65M -$376K -2,916 -9%
CW
159
CreativeOne Wealth
Kansas
$3.55M +$49.3K +383 +1%
FCA
160
FLC Capital Advisors
California
$3.5M -$260K -2,016 -7%
DT
161
Diversified Trust
Tennessee
$3.46M – – –
RW
162
Ridgeline Wealth
Arizona
$3.4M +$3.4M +26,417 New
HFA
163
High Falls Advisors
New York
$3.4M -$43K -334 -1%
SWP
164
Sagespring Wealth Partners
Tennessee
$3.35M +$3.35M +25,990 New
EH
165
Equitable Holdings
New York
$3.34M -$424K -3,290 -11%
KWA
166
Kingswood Wealth Advisors
California
$3.34M +$863K +6,699 +35%
SC
167
Savant Capital
Illinois
$3.31M -$75.1K -583 -2%
HGWM
168
Horst & Graben Wealth Management
Oregon
$3.31M +$76K +590 +2%
OAP
169
One Advisory Partners
Kansas
$3.22M -$18.8K -146 -0.6%
IWM
170
Integris Wealth Management
California
$3.19M -$265K -2,056 -8%
BRIA
171
Balanced Rock Investment Advisors
Massachusetts
$3.16M -$78.6K -610 -2%
IAA
172
Independent Advisor Alliance
North Carolina
$3.14M +$3.14M +24,408 New
MP
173
Moment Partners
California
$3.13M +$3.13M +24,271 New
RA
174
RFG Advisory
Alabama
$3.11M -$1.1M -8,549 -26%
JPG
175
Jordan Park Group
California
$3.08M -$44.7K -347 -1%
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