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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 %
MFA
201
Mayflower Financial Advisors
Massachusetts
$3.45M +$229K +3,601 +7%
BWL
202
Bogart Wealth LLC
Virginia
$3.41M +$283K +2,699 +9%
TF
203
Trek Financial
Arizona
$3.4M +$473K +4,505 +16%
CAG
204
Csenge Advisory Group
Florida
$3.38M -$135K -1,291 -4%
SWM
205
SigFig Wealth Management
California
$3.36M +$317K +3,018 +10%
FCA
206
FLC Capital Advisors
California
$3.23M -$107K -1,020 -3%
IWM
207
Integris Wealth Management
California
$3.22M +$28.2K +269 +0.9%
EH
208
Equitable Holdings
New York
$3.19M +$184K +1,753 +6%
AWE
209
Avidian Wealth Enterprises
Texas
$3.17M -$264K -2,515 -8%
FRA
210
FFG Retirement Advisors
Colorado
$3.13M -$5.88K -56 -0.2%
MIM
211
Macroview Investment Management
Maryland
$3.08M -$76.6K -730 -2%
DI
212
DFPG Investments
Utah
$3.08M +$195K +1,891 +7%
WA
213
Wealth Architects
California
$3.04M -$111K -1,058 -4%
TWM
214
TSA Wealth Management
Texas
$3.04M +$3.04M +28,957 New
RLIM
215
Red Lighthouse Investment Management
New York
$2.99M – – –
SPIA
216
Steward Partners Investment Advisory
New York
$2.97M +$456K +4,342 +18%
RFC
217
Regions Financial Corp
Alabama
$2.94M -$20.1K -192 -0.7%
SFS
218
Sowell Financial Services
Arkansas
$2.93M -$461K -4,394 -14%
MWS
219
Maxwell Wealth Strategies
California
$2.84M +$2.84M +27,073 New
CC
220
Copperleaf Capital
North Carolina
$2.81M +$8.5K +81 +0.3%
LWM
221
Liberty Wealth Management
California
$2.8M -$2.4M -22,907 -46%
SC
222
Savant Capital
Illinois
$2.8M -$379K -3,616 -12%
WWM
223
WT Wealth Management
Arizona
$2.8M -$19.3K -184 -0.7%
PFG
224
PAX Financial Group
Texas
$2.77M -$1.64M -14,967 -37%
PA
225
Planning Alternatives
Michigan
$2.73M -$137K -1,301 -5%
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