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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.

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
1
TIAA Trust, National Association
North Carolina
$716M
2
Northern Trust
2
Northern Trust
Illinois
$631M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.38B
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$23.5M
5
Goldman Sachs
5
Goldman Sachs
New York
$446M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.71B
2
Morgan Stanley
2
Morgan Stanley
New York
$275M
3
BlackRock
3
BlackRock
New York
$414M
4
Citigroup
4
Citigroup
New York
$69.7M
5
IG
5
ING Group
Netherlands
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.71B 13,563,274 -1,237,921 -8%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.38B 10,973,235 +249,351 +2%
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$716M 5,674,823 +383,688 +7%
Northern Trust
4
Northern Trust
Illinois
$631M 5,001,066 +270,193 +6%
Goldman Sachs
5
Goldman Sachs
New York
$446M 3,530,907 +111,638 +3%
Betterment LLC
6
Betterment LLC
New York
$419M 3,317,937 +89,790 +3%
BlackRock
7
BlackRock
New York
$414M 3,284,967 -692,882 -17%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$372M 2,944,253 +40,529 +1%
AA
9
Acorns Advisers
California
$292M 2,311,409 +37,646 +2%
Wells Fargo
10
Wells Fargo
California
$286M 2,262,956 +72 +0%
Morgan Stanley
11
Morgan Stanley
New York
$275M 2,178,106 -1,046,706 -32%
Wealthfront Advisers
12
Wealthfront Advisers
California
$223M 1,767,233 +69,329 +4%
LPL Financial
13
LPL Financial
California
$183M 1,448,809 +6,472 +0.4%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$100M 793,662 +22,738 +3%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$97M 768,648 -131,685 -15%
Empower Advisory Group
16
Empower Advisory Group
Colorado
$95.4M 755,734 -12,831 -2%
BNP Paribas Financial Markets
17
BNP Paribas Financial Markets
France
$75.3M 597,003 +80,162 +16%
PCIG
18
Partners Capital Investment Group
Massachusetts
$72.2M 572,091 +61,171 +12%
Citigroup
19
Citigroup
New York
$69.7M 552,247 -569,815 -51%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$66.5M 526,727 -9,428 -2%
FT
21
Fiduciary Trust
Massachusetts
$65.9M 522,016 +22,561 +5%
Mirae Asset Global Investments
22
Mirae Asset Global Investments
South Korea
$65.4M 520,700 – –
Envestnet Portfolio Solutions
23
Envestnet Portfolio Solutions
Illinois
$64.9M 514,517 +5,689 +1%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$49M 388,245 -61,978 -14%
UBS Group
25
UBS Group
Switzerland
$47.5M 376,534 -12,390 -3%
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