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iShares ESG Aware MSCI USA ETF
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Overview Fund Activity

697 hedge funds and large institutions have $12B invested in iShares ESG Aware MSCI USA ETF in 2023 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 180 increasing their positions, 364 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
697
Holders Change
-7
Holders Change %
-0.99%
% of All Funds
11.16%
Holding in Top 10
63
Holding in Top 10 Change
-42
Holding in Top 10 Change %
-40%
% of All Funds
1.01%
New
68
Increased
180
Reduced
364
Closed
55
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$347M
2
SMFG
Sumitomo Mitsui Financial Group
Japan
$88.1M
3
M1FG
Mach-1 Financial Group
Arkansas
$48.7M
4
CL
Choreo LLC
Illinois
$26M
5
EWA
EP Wealth Advisors
California
$22.7M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.06B
2
LPL Financial
LPL Financial
California
$501M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$243M
4
BlackRock
BlackRock
New York
$689M
5
PAS
Park Avenue Securities
New York
$201M
Name Holding Trade Value Shares
Change 		Shares
Change %
RW
226
Regimen Wealth
Georgia
$3.27M +$4.67K +52 +0.1%
Susquehanna International Group
227
Susquehanna International Group
Pennsylvania
$3.22M -$1.03M -11,381 -24%
GW
228
GW & Wade
Massachusetts
$3.15M +$76.2K +842 +2%
PIA
229
Perennial Investment Advisors
California
$3.12M -$447K -4,945 -13%
FA
230
FDx Advisors
Illinois
$3.08M – – –
AAMC
231
Asset Allocation & Management Company
Illinois
$3.08M – – –
MCWS
232
McKinley Carter Wealth Services
West Virginia
$3.07M +$172K +1,902 +6%
Fidelity Investments
233
Fidelity Investments
Massachusetts
$3.06M +$219K +2,420 +8%
PI
234
PFS Investments
Georgia
$3.02M +$749K +8,313 +33%
LSAG
235
Lake Street Advisors Group
New Hampshire
$2.94M +$15.7K +174 +0.5%
BAM
236
Belpointe Asset Management
Nevada
$2.92M -$3.3M -36,530 -53%
BTWM
237
Baker Tilly Wealth Management
Wisconsin
$2.87M -$1.76M -19,450 -38%
RZH
238
Relyea Zuckerberg Hanson
Connecticut
$2.84M +$603K +6,671 +27%
MAM
239
Magellan Asset Management
Australia
$2.83M – – –
MIM
240
Macroview Investment Management
Maryland
$2.77M -$712K -7,870 -20%
BFA
241
BMS Financial Advisors
South Dakota
$2.71M -$9.43M -104,309 -78%
SC
242
Savant Capital
Illinois
$2.67M +$529K +5,853 +25%
AWA
243
Arete Wealth Advisors
Illinois
$2.63M -$1.94M -21,415 -42%
RLIM
244
Red Lighthouse Investment Management
New York
$2.58M – – –
EH
245
Equitable Holdings
New York
$2.55M +$73.8K +816 +3%
IWA
246
Intercontinental Wealth Advisors
Texas
$2.54M +$9.05K +100 +0.4%
TC
247
TownSquare Capital
Utah
$2.46M +$1.38M +15,255 +128%
RFP
248
RCS Financial Planning
Maryland
$2.44M -$1.15M -12,766 -32%
GRP
249
Global Retirement Partners
California
$2.36M -$2.61M -29,110 -53%
MHR
250
Matthew Hamilton Rosenberg
$2.35M -$1.3M -14,420 -36%
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