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iShares ESG Aware MSCI USA ETF
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Overview Fund Activity

741 hedge funds and large institutions have $10.2B invested in iShares ESG Aware MSCI USA ETF in 2024 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 191 increasing their positions, 370 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
741
Holders Change
+7
Holders Change %
+0.95%
% of All Funds
10.78%
Holding in Top 10
21
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-32.26%
% of All Funds
0.31%
New
60
Increased
191
Reduced
370
Closed
42
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.77B
2
Northern Trust
Northern Trust
Illinois
$564M
3
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$633M
4
Betterment LLC
Betterment LLC
New York
$385M
5
Citigroup
Citigroup
New York
$134M

Top Sellers

1
GA
GFS Advisors
Texas
$1.67M
2
BOI
Bank of Italy
Italy
$0
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$346M
4
SMFG
Sumitomo Mitsui Financial Group
Japan
$0
5
LPL Financial
LPL Financial
California
$172M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWL
201
Leo Wealth LLC
Texas
$2.26M -$5.01K -42 -0.2%
HAG
202
HF Advisory Group
Maryland
$2.26M +$192K +1,608 +9%
CFP
203
Cascade Financial Partners
California
$2.26M – – –
AWM
204
Axxcess Wealth Management
California
$2.24M +$187K +1,565 +9%
CCFM
205
Clear Creek Financial Management
Washington
$2.19M -$1.78M -14,941 -45%
SPIA
206
Steward Partners Investment Advisory
New York
$2.17M +$44.1K +370 +2%
RW
207
REDW Wealth
New Mexico
$2.16M -$151K -1,264 -7%
MFA
208
Mayflower Financial Advisors
Massachusetts
$2.14M -$213K -3,914 -9%
DAS
209
Diversify Advisory Services
Utah
$2.14M -$1.18M -9,695 -36%
CW
210
Cook Wealth
North Carolina
$2.08M +$15.2K +129 +0.7%
PFGIA
211
Patriot Financial Group Insurance Agency
Massachusetts
$2.07M -$70K -587 -3%
VCM
212
Vision Capital Management
Oregon
$2.04M -$35.2K -295 -2%
HSBC Holdings
213
HSBC Holdings
United Kingdom
$2.04M – – –
WA
214
Wealth Alliance
New York
$2.04M -$1.14M -9,514 -36%
MLA
215
My Legacy Advisors
Oregon
$2M -$470K -3,940 -19%
WLIM
216
White Lighthouse Investment Management
Massachusetts
$2M -$209K -1,748 -9%
MRC
217
Millburn Ridgefield Corp
New York
$1.98M +$1.98M +16,622 New
TWP
218
Tempus Wealth Planning
California
$1.98M -$200K -1,674 -9%
AWM
219
Apollon Wealth Management
South Carolina
$1.96M -$596K -4,994 -23%
WCM
220
Windham Capital Management
Massachusetts
$1.96M – – –
GC
221
Garde Capital
Washington
$1.95M +$3.94K +33 +0.2%
WWG
222
West Wealth Group
California
$1.95M -$506K -4,238 -21%
MIM
223
Macroview Investment Management
Maryland
$1.95M -$567K -4,756 -23%
GWM
224
GSB Wealth Management
Connecticut
$1.93M -$3.94K -33 -0.2%
Susquehanna International Group
225
Susquehanna International Group
Pennsylvania
$1.93M -$17M -142,649 -90%
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