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iShares ESG Aware MSCI USA ETF
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Overview Fund Activity

734 hedge funds and large institutions have $10.4B invested in iShares ESG Aware MSCI USA ETF in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 184 increasing their positions, 384 reducing their positions, and 65 closing their positions.

Holders
734
Holders Change
-14
Holders Change %
-1.87%
% of All Funds
10.64%
Holding in Top 10
31
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-35.42%
% of All Funds
0.45%
New
66
Increased
184
Reduced
384
Closed
65
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
1
Northern Trust
Illinois
$416M
2
SG Americas Securities
2
SG Americas Securities
New York
$47.8M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$51.8M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.27B
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$27.9M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$533M
2
Morgan Stanley
2
Morgan Stanley
New York
$315M
3
LPL Financial
3
LPL Financial
California
$230M
4
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$87.1M
5
PAS
5
Park Avenue Securities
New York
$53M
Name Market Value Shares Shares
Change 		Shares
Change %
CW
176
CreativeOne Wealth
Kansas
$3.46M 30,088 +23,119 +332%
WWM
177
WT Wealth Management
Arizona
$3.42M 29,764 +3,089 +12%
WA
178
Wealth Architects
California
$3.38M 29,400 +398 +1%
Bank of Montreal
179
Bank of Montreal
Ontario, Canada
$3.37M 29,271 +27,458 +1,515%
MFG
180
Merit Financial Group
Georgia
$3.34M 29,730 -77,767 -72%
AI
181
Atria Investments
North Carolina
$3.29M 28,628 -123,929 -81%
RLIM
182
Red Lighthouse Investment Management
New York
$3.27M 28,475 – –
FGAM
183
Financial Gravity Asset Management
Texas
$3.22M 29,535 -1,014,785 -97%
DAS
184
Diversify Advisory Services
Utah
$3.12M 27,222 +27,222 New
PCA
185
Prosperity Capital Advisors
Ohio
$3.08M 26,761 -404,274 -94%
WA
186
Wealth Alliance
New York
$3.06M 26,600 -58,422 -69%
RFC
187
Regions Financial Corp
Alabama
$3.06M 26,576 -1,473 -5%
WWA
188
WCG Wealth Advisors
Nevada
$3.03M 26,345 +6,749 +34%
GWP
189
Gen-Wealth Partners
Michigan
$3.02M 26,277 +26,277 New
BTI
190
Blue Trust Inc
Georgia
$3.02M 26,243 -68,286 -72%
PA
191
Planning Alternatives
Michigan
$3.01M 26,182 +140 +0.5%
WWP
192
WR Wealth Planners
Missouri
$2.99M 25,994 -7,640 -23%
HGWM
193
Horst & Graben Wealth Management
Oregon
$2.95M 25,668 -37,745 -60%
SC
194
Savant Capital
Illinois
$2.95M 25,620 -1,063 -4%
HWM
195
HB Wealth Management
Georgia
$2.91M 25,340 +151 +0.6%
SFS
196
Sowell Financial Services
Arkansas
$2.87M 24,981 -2,954 -11%
CT
197
Cambridge Trust
Massachusetts
$2.86M 24,913 +924 +4%
DT
198
Diversified Trust
Tennessee
$2.86M 24,843 – –
BRIA
199
Balanced Rock Investment Advisors
Massachusetts
$2.85M 24,781 +8,190 +49%
Millennium Management
200
Millennium Management
New York
$2.82M 24,518 +16,436 +203%
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