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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 %
Susquehanna International Group
176
Susquehanna International Group
Pennsylvania
$2.94M +$900K +7,135 +44%
WS
177
Wedbush Securities
California
$2.83M -$9.97K -79 -0.4%
WWP
178
WR Wealth Planners
Missouri
$2.79M -$350K -2,770 -11%
AF
179
Advisornet Financial
Minnesota
$2.76M +$124K +985 +5%
FFN
180
Focus Financial Network
Minnesota
$2.72M -$79.1K -627 -3%
FWM
181
Fingerlakes Wealth Management
New York
$2.71M -$37K -293 -1%
Pathstone Holdings
182
Pathstone Holdings
New Jersey
$2.67M -$138K -1,092 -5%
CIAS
183
Capital Investment Advisory Services
North Carolina
$2.6M -$352K -2,790 -12%
FG
184
Foster Group
Iowa
$2.53M +$135K +1,073 +6%
CA
185
CoreCap Advisors
Michigan
$2.52M -$311K -2,462 -11%
OWM
186
Opes Wealth Management
California
$2.48M +$47.9K +380 +2%
CW
187
Cook Wealth
North Carolina
$2.45M +$202K +1,587 +9%
SAMC
188
Spectrum Asset Management (California)
California
$2.44M -$31.9K -253 -1%
KWA
189
Kingswood Wealth Advisors
California
$2.42M -$473K -3,749 -16%
CFP
190
Cascade Financial Partners
California
$2.41M -$3.32K -26 -0.1%
HAG
191
HF Advisory Group
Maryland
$2.39M +$883 +7 +0%
LWL
192
Leo Wealth LLC
Texas
$2.36M -$31.5K -250 -1%
TWC
193
TD Waterhouse Canada
Ontario, Canada
$2.36M -$134K -1,070 -5%
SPIA
194
Steward Partners Investment Advisory
New York
$2.34M +$39.4K +312 +2%
HCM
195
Howland Capital Management
Massachusetts
$2.32M +$2.32M +18,398 New
RW
196
REDW Wealth
New Mexico
$2.29M +$379 +3 +0%
UB
197
UMB Bank
Missouri
$2.25M -$1.16M -9,185 -34%
MFA
198
Mayflower Financial Advisors
Massachusetts
$2.23M -$2.71M -21,494 -55%
SCA
199
Scott Capital Advisors
Oregon
$2.22M +$351K +2,782 +19%
AGWCA
200
Annis Gardner Whiting Capital Advisors
Florida
$2.21M +$363K +2,878 +20%
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