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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.

New
Increased
Maintained
Reduced
Closed
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
Northern Trust
Illinois
$849M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.53B
3
Morgan Stanley
Morgan Stanley
New York
$317M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$111M
5
LPL Financial
LPL Financial
California
$217M

Top Sellers

1
BlackRock
BlackRock
New York
$277M
2
Bank of America
Bank of America
North Carolina
$1.69B
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$69.6M
4
FAIM
Financial Advocates Investment Management
Washington
$1.15M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$53.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIAS
201
Capital Investment Advisory Services
North Carolina
$2.33M -$330K -2,560 -12%
CA
202
CGN Advisors
Kansas
$2.31M +$366K +2,845 +19%
AFG
203
Atomi Financial Group
New York
$2.26M +$282K +2,186 +14%
AGWCA
204
Annis Gardner Whiting Capital Advisors
Florida
$2.25M -$3.09K -24 -0.1%
MFA
205
Mayflower Financial Advisors
Massachusetts
$2.25M -$35.8K -278 -2%
WA
206
Wealth Alliance
New York
$2.23M +$39.5K +307 +2%
VCM
207
Vision Capital Management
Oregon
$2.23M +$30.9K +240 +1%
HSBC Holdings
208
HSBC Holdings
United Kingdom
$2.2M – – –
WLIM
209
White Lighthouse Investment Management
Massachusetts
$2.19M +$29.6K +230 +1%
SCA
210
Scott Capital Advisors
Oregon
$2.19M -$61.9K -484 -3%
GWM
211
GSB Wealth Management
Connecticut
$2.12M -$18.6K -144 -0.9%
AWM
212
Apollon Wealth Management
South Carolina
$2.08M -$63.8K -495 -3%
PIA
213
Perennial Investment Advisors
California
$2.07M +$86.3K +670 +4%
RIA
214
Regal Investment Advisors
Michigan
$2.06M +$4.9K +38 +0.2%
GC
215
Garde Capital
Washington
$2.03M -$25.8K -200 -1%
VCP
216
Verus Capital Partners
Arizona
$2.02M +$18.4K +143 +0.9%
OWCM
217
One Wealth Capital Management
Arizona
$2.01M +$2.01M +15,625 New
MIM
218
Macroview Investment Management
Maryland
$2.01M +$13.3K +103 +0.7%
BFG
219
Beacon Financial Group
Texas
$1.99M -$258 -2 -0%
MGIA
220
Moneta Group Investment Advisors
Missouri
$1.98M +$79.9K +620 +4%
1SB
221
1ST Source Bank
Indiana
$1.98M +$233K +1,812 +13%
AF
222
Allworth Financial
California
$1.94M +$80K +599 +4%
RSWM
223
Robertson Stephens Wealth Management
California
$1.93M +$1.26M +9,762 +186%
DAS
224
Diversify Advisory Services
Utah
$1.91M -$286K -2,237 -13%
IAG
225
Ipsen Advisor Group
Arkansas
$1.87M +$1.87M +14,528 New
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