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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.

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

Top Sellers

1
GA
1
GFS Advisors
Texas
$1.67M
2
BOI
2
Bank of Italy
Italy
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$346M
4
SMFG
4
Sumitomo Mitsui Financial Group
Japan
$0
5
LPL Financial
5
LPL Financial
California
$172M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.77B 14,801,195 +1,322,713 +10%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.28B 10,723,884 -306,048 -3%
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$633M 5,291,135 +707,159 +15%
Northern Trust
4
Northern Trust
Illinois
$564M 4,730,873 +1,109,531 +31%
BlackRock
5
BlackRock
New York
$475M 3,977,849 -485,599 -11%
Goldman Sachs
6
Goldman Sachs
New York
$408M 3,419,269 -303,981 -8%
Betterment LLC
7
Betterment LLC
New York
$385M 3,228,147 +665,825 +26%
Morgan Stanley
8
Morgan Stanley
New York
$385M 3,224,812 +487,133 +18%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$346M 2,903,724 -1,733,648 -37%
AA
10
Acorns Advisers
California
$271M 2,273,763 +44,822 +2%
Wells Fargo
11
Wells Fargo
California
$270M 2,262,884 -84,470 -4%
Wealthfront Advisers
12
Wealthfront Advisers
California
$203M 1,697,904 +26,896 +2%
LPL Financial
13
LPL Financial
California
$172M 1,442,337 -558,589 -28%
Citigroup
14
Citigroup
New York
$134M 1,122,062 +501,765 +81%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$107M 900,333 -50,861 -5%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$92M 770,924 -724 -0.1%
Empower Advisory Group
17
Empower Advisory Group
Colorado
$91.7M 768,565 -24,208 -3%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$64M 536,155 -120,406 -18%
Mirae Asset Global Investments
19
Mirae Asset Global Investments
South Korea
$62.3M 520,700 -5,600 -1%
BNP Paribas Financial Markets
20
BNP Paribas Financial Markets
France
$61.7M 516,841 +66,054 +15%
PCIG
21
Partners Capital Investment Group
Massachusetts
$61.2M 510,920 +5,786 +1%
Envestnet Portfolio Solutions
22
Envestnet Portfolio Solutions
Illinois
$60.7M 508,828 -248,978 -33%
FT
23
Fiduciary Trust
Massachusetts
$59.6M 499,455 +29,487 +6%
Ameriprise
24
Ameriprise
Minnesota
$54.5M 456,546 -67,784 -13%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$53.7M 450,223 -84,360 -16%
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