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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 %
MIS
201
Morningstar Investment Services
Illinois
$2.76M 24,023 -22,018 -48%
CIAS
202
Capital Investment Advisory Services
North Carolina
$2.72M 23,644 -880 -4%
BSB
203
Bangor Savings Bank
Maine
$2.69M 23,408 +863 +4%
WP
204
WealthShield Partners
North Carolina
$2.68M 23,353 -38,342 -62%
AG
205
Ascent Group
Virginia
$2.65M 23,076 +139 +0.6%
KWA
206
Kingswood Wealth Advisors
California
$2.64M 22,980 +22,980 New
FWM
207
Fingerlakes Wealth Management
New York
$2.59M 22,506 +736 +3%
ITB
208
Idaho Trust Bank
Idaho
$2.59M 22,506 +22,506 New
WS
209
Wedbush Securities
California
$2.58M 22,453 -742 -3%
MFA
210
Mayflower Financial Advisors
Massachusetts
$2.51M 43,117 -10,990 -20%
FFWA
211
Forthright Family Wealth Advisory
Texas
$2.49M 21,696 -12 -0.1%
AWM
212
Apollon Wealth Management
South Carolina
$2.46M 21,426 -21,573 -50%
FRA
213
FFG Retirement Advisors
Colorado
$2.46M 21,393 -8,422 -28%
FFN
214
Focus Financial Network
Minnesota
$2.46M 22,414 -20,836 -48%
Citadel Advisors
215
Citadel Advisors
Florida
$2.45M 21,346 +21,346 New
MIM
216
Macroview Investment Management
Maryland
$2.42M 21,088 -8,295 -28%
MLA
217
My Legacy Advisors
Oregon
$2.38M 20,712 -13,118 -39%
WWG
218
West Wealth Group
California
$2.37M 20,578 -98,249 -83%
TWC
219
TD Waterhouse Canada
Ontario, Canada
$2.37M 20,749 -1,391 -6%
FWP
220
Firethorn Wealth Partners
Georgia
$2.36M 20,504 -16,864 -45%
SAMC
221
Spectrum Asset Management (California)
California
$2.3M 20,026 -100,310 -83%
Rockefeller Capital Management
222
Rockefeller Capital Management
New York
$2.28M 19,854 +1,516 +8%
VCP
223
Verus Capital Partners
Arizona
$2.24M 19,477 -6,381 -25%
RW
224
REDW Wealth
New Mexico
$2.23M 19,391 +60 +0.3%
CFGS
225
Concourse Financial Group Securities
Alabama
$2.22M 19,315 -20,701 -52%
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