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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 %
CA
176
CoreCap Advisors
Michigan
$4.46M +$214K +2,039 +5%
RA
177
RFG Advisory
Alabama
$4.45M -$632K -6,021 -12%
KWS
178
Keystone Wealth Services
California
$4.4M -$564K -5,380 -11%
RF
179
RHS Financial
California
$4.39M +$108K +1,027 +3%
KPWS
180
Kestra Private Wealth Services
Texas
$4.37M -$2.06M -19,677 -32%
VFA
181
Valeo Financial Advisors
Indiana
$4.31M -$93.5K -891 -2%
CFGS
182
Concourse Financial Group Securities
Alabama
$4.2M -$38K -362 -0.9%
AF
183
Advisornet Financial
Minnesota
$4.17M +$119K +1,130 +3%
PA
184
Parallel Advisors
California
$4.09M +$2.57M +24,484 +168%
SWP
185
Stratos Wealth Partners
Ohio
$3.98M -$352K -3,354 -8%
OAP
186
One Advisory Partners
Kansas
$3.97M -$166K -1,582 -4%
FWP
187
Firethorn Wealth Partners
Georgia
$3.92M +$450K +4,292 +13%
CWM
188
Certus Wealth Management
California
$3.81M +$172K +1,637 +5%
WF
189
Williams Financial
Vermont
$3.77M -$13.2K -126 -0.3%
LNWWM
190
Laird Norton Wetherby Wealth Management
California
$3.7M -$4.54M -43,250 -55%
MYIA
191
Mount Yale Investment Advisors
Colorado
$3.66M +$75.2K +717 +2%
IAN
192
Integrated Advisors Network
Texas
$3.66M -$1.89K -18 -0.1%
LSAG
193
Lake Street Advisors Group
New Hampshire
$3.64M +$27.1K +258 +0.7%
PWMG
194
Provence Wealth Management Group
California
$3.61M -$508K -4,844 -12%
AAMC
195
Asset Allocation & Management Company
Illinois
$3.57M – – –
MLA
196
My Legacy Advisors
Oregon
$3.55M +$62.7K +597 +2%
WWP
197
WR Wealth Planners
Missouri
$3.53M -$835K -7,963 -19%
IWA
198
Invera Wealth Advisors
Oregon
$3.5M +$3.5M +33,402 New
GW
199
GW & Wade
Massachusetts
$3.47M -$183K -1,741 -5%
BWM
200
Baystate Wealth Management
Massachusetts
$3.45M +$64.3K +613 +2%
6 7
8
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