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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 %
DAS
201
Diversify Advisory Services
Utah
$2.2M -$39.5K -309 -2%
Renaissance Technologies
202
Renaissance Technologies
New York
$2.17M -$1.89M -15,000 -47%
HSBC Holdings
203
HSBC Holdings
United Kingdom
$2.16M – – –
VCM
204
Vision Capital Management
Oregon
$2.15M -$10.7K -85 -0.5%
CCFM
205
Clear Creek Financial Management
Washington
$2.15M -$163K -1,293 -7%
WA
206
Wealth Alliance
New York
$2.14M -$14.1K -112 -0.7%
AWM
207
Axxcess Wealth Management
California
$2.13M -$243K -1,927 -10%
WLIM
208
White Lighthouse Investment Management
Massachusetts
$2.12M +$7.7K +61 +0.4%
AWM
209
Apollon Wealth Management
South Carolina
$2.1M +$28.9K +229 +1%
GWM
210
GSB Wealth Management
Connecticut
$2.09M +$47.9K +380 +2%
PFGIA
211
Patriot Financial Group Insurance Agency
Massachusetts
$2.07M -$118K -938 -5%
OPS
212
Orion Portfolio Solutions
Nebraska
$2.06M -$1.43M -29,062 -41%
BCI
213
Brinker Capital Investments
Pennsylvania
$2.06M -$1.43M -29,062 -41%
RIA
214
Regal Investment Advisors
Michigan
$2.02M +$39.6K +314 +2%
GC
215
Garde Capital
Washington
$2.01M -$54.4K -431 -3%
TWP
216
Tempus Wealth Planning
California
$1.97M -$121K -961 -6%
VCP
217
Verus Capital Partners
Arizona
$1.96M +$60.7K +481 +3%
MIM
218
Macroview Investment Management
Maryland
$1.96M -$104K -828 -5%
SL
219
Sentinus LLC
Illinois
$1.95M +$1.26M +10,795 +183%
BFG
220
Beacon Financial Group
Texas
$1.95M -$4.8K -38 -0.2%
RJT
221
Raymond James Trust
Florida
$1.94M -$20.6K -163 -1%
PIA
222
Perennial Investment Advisors
California
$1.94M +$4.67K +37 +0.2%
AFG
223
Atomi Financial Group
New York
$1.94M +$59.3K +470 +3%
SCA
224
Snowden Capital Advisors
New York
$1.91M -$39.1K -310 -2%
CA
225
CGN Advisors
Kansas
$1.9M +$235K +1,865 +14%
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