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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.

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
1
Northern Trust
Illinois
$849M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.53B
3
Morgan Stanley
3
Morgan Stanley
New York
$317M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$111M
5
LPL Financial
5
LPL Financial
California
$217M

Top Sellers

1
BlackRock
1
BlackRock
New York
$277M
2
Bank of America
2
Bank of America
North Carolina
$1.69B
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$69.6M
4
FAIM
4
Financial Advocates Investment Management
Washington
$1.15M
5
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$53.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.69B 13,105,862 -457,412 -3%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.53B 11,904,019 +930,784 +8%
Northern Trust
3
Northern Trust
Illinois
$849M 6,591,007 +1,589,941 +32%
TIAA Trust, National Association
4
TIAA Trust, National Association
North Carolina
$720M 5,567,375 -107,448 -2%
Goldman Sachs
5
Goldman Sachs
New York
$471M 3,654,403 +123,496 +3%
Betterment LLC
6
Betterment LLC
New York
$422M 3,277,272 -40,665 -1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$385M 2,988,225 +43,972 +1%
Morgan Stanley
8
Morgan Stanley
New York
$317M 2,462,619 +284,513 +13%
AA
9
Acorns Advisers
California
$298M 2,311,775 +366 +0%
Wells Fargo
10
Wells Fargo
California
$290M 2,247,884 -15,072 -0.7%
BlackRock
11
BlackRock
New York
$277M 2,149,141 -1,135,826 -35%
Wealthfront Advisers
12
Wealthfront Advisers
California
$258M 2,002,265 +235,032 +13%
LPL Financial
13
LPL Financial
California
$217M 1,688,041 +239,232 +17%
BNP Paribas Financial Markets
14
BNP Paribas Financial Markets
France
$111M 859,394 +262,391 +44%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$107M 827,429 +33,767 +4%
Empower Advisory Group
16
Empower Advisory Group
Colorado
$96.4M 748,472 -7,262 -1%
FT
17
Fiduciary Trust
Massachusetts
$71.4M 553,899 +31,883 +6%
PCIG
18
Partners Capital Investment Group
Massachusetts
$70.6M 547,958 -24,133 -4%
Citigroup
19
Citigroup
New York
$70.2M 544,989 -7,258 -1%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$69.6M 540,290 -228,358 -30%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$67.5M 524,117 -2,610 -0.5%
Envestnet Portfolio Solutions
22
Envestnet Portfolio Solutions
Illinois
$65M 504,724 -9,793 -2%
Mirae Asset Global Investments
23
Mirae Asset Global Investments
South Korea
$53.2M 411,000 -109,700 -21%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$50.9M 395,398 +7,153 +2%
UBS Group
25
UBS Group
Switzerland
$48.5M 376,618 +84 +0%
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