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iShares ESG Aware MSCI USA ETF

739 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 50 funds opening new positions, 235 increasing their positions, 309 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 45

1% more capital invested

Capital invested by funds: $10.2B → $10.3B (+$113M)

1% less funds holding

Funds holding: 746739 (-7)

2.66% less ownership

Funds ownership: 80.1%77.44% (-2.7%)

10% less funds holding in top 10

Funds holding in top 10: 2119 (-2)

24% less repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 309

Holders
739
Holders Change
-7
Holders Change %
-0.94%
% of All Funds
10.61%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.27%
New
50
Increased
235
Reduced
309
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.71B -$150M -1,237,921 -8%
JP Morgan Chase
2
JP Morgan Chase
New York
$1.38B +$30.3M +249,351 +2%
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$716M +$46.6M +383,688 +7%
Northern Trust
4
Northern Trust
Illinois
$631M +$32.8M +270,193 +6%
Goldman Sachs
5
Goldman Sachs
New York
$446M +$13.6M +111,638 +3%
Betterment LLC
6
Betterment LLC
New York
$419M +$10.9M +89,790 +3%
BlackRock
7
BlackRock
New York
$414M -$84.1M -692,882 -17%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$372M +$4.92M +40,529 +1%
AA
9
Acorns Advisers
California
$292M +$4.57M +37,646 +2%
Wells Fargo
10
Wells Fargo
California
$286M +$8.74K +72 +0%
Morgan Stanley
11
Morgan Stanley
New York
$275M -$127M -1,046,706 -32%
Wealthfront Advisers
12
Wealthfront Advisers
California
$223M +$8.42M +69,329 +4%
LPL Financial
13
LPL Financial
California
$183M +$786K +6,472 +0.4%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$100M +$2.76M +22,738 +3%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$97M -$16M -131,685 -15%
Empower Advisory Group
16
Empower Advisory Group
Colorado
$95.4M -$1.56M -12,831 -2%
BNP Paribas Financial Markets
17
BNP Paribas Financial Markets
France
$75.3M +$9.73M +80,162 +16%
PCIG
18
Partners Capital Investment Group
Massachusetts
$72.2M +$7.43M +61,171 +12%
Citigroup
19
Citigroup
New York
$69.7M -$69.2M -569,815 -51%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$66.5M -$1.14M -9,428 -2%
FT
21
Fiduciary Trust
Massachusetts
$65.9M +$2.74M +22,561 +5%
Mirae Asset Global Investments
22
Mirae Asset Global Investments
South Korea
$65.4M
Envestnet Portfolio Solutions
23
Envestnet Portfolio Solutions
Illinois
$64.9M +$691K +5,689 +1%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$49M -$7.53M -61,978 -14%
UBS Group
25
UBS Group
Switzerland
$47.5M -$1.5M -12,390 -3%