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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 %
WS
176
Wedbush Securities
California
$3M +$106K +825 +4%
BTI
177
Blue Trust Inc
Georgia
$2.99M -$312K -2,424 -9%
PCA
178
Prosperity Capital Advisors
Ohio
$2.97M -$32.5K -252 -1%
UB
179
UMB Bank
Missouri
$2.87M +$570K +4,428 +25%
SPIA
180
Steward Partners Investment Advisory
New York
$2.81M +$420K +3,258 +18%
SWC
181
Spectrum Wealth Counsel
Indiana
$2.78M -$2.73M -21,195 -50%
TCA
182
Transcend Capital Advisors
New Jersey
$2.78M -$1.28M -9,937 -32%
RFC
183
Regions Financial Corp
Alabama
$2.75M -$328K -2,550 -11%
FFN
184
Focus Financial Network
Minnesota
$2.75M -$29.2K -227 -1%
FHA
185
First Horizon Advisors
Tennessee
$2.64M -$656K -5,091 -20%
FG
186
Foster Group
Iowa
$2.62M +$35.2K +273 +1%
AWM
187
Axxcess Wealth Management
California
$2.61M +$434K +3,370 +20%
HAG
188
HF Advisory Group
Maryland
$2.56M +$117K +911 +5%
OMC
189
Old Mission Capital
Illinois
$2.56M -$5.48M -42,534 -68%
FWM
190
Fingerlakes Wealth Management
New York
$2.54M -$227K -1,759 -8%
CW
191
Cook Wealth
North Carolina
$2.54M -$43K -320 -2%
SAMC
192
Spectrum Asset Management (California)
California
$2.54M +$46K +357 +2%
Pathstone Holdings
193
Pathstone Holdings
New Jersey
$2.5M -$222K -1,726 -8%
LWA
194
Lifelong Wealth Advisors
Minnesota
$2.48M +$2.48M +19,285 New
CFP
195
Cascade Financial Partners
California
$2.43M – – –
LWL
196
Leo Wealth LLC
Texas
$2.42M +$13.5K +105 +0.6%
OWM
197
Opes Wealth Management
California
$2.41M -$119K -924 -5%
TWC
198
TD Waterhouse Canada
Ontario, Canada
$2.39M -$42.4K -329 -2%
HCM
199
Howland Capital Management
Massachusetts
$2.37M – – –
Franklin Resources
200
Franklin Resources
California
$2.34M +$578K +4,483 +33%
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