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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 %
WANY
276
Wealthspire Advisors (New York)
New York
$1.88M -$297K -3,284 -14%
VCP
277
Verus Capital Partners
Arizona
$1.87M -$868K -9,593 -32%
WA
278
Wealth Architects
California
$1.87M +$203K +2,244 +12%
RW
279
REDW Wealth
New Mexico
$1.85M +$152K +1,678 +9%
CFG
280
Cooper Financial Group
California
$1.84M -$1.88M -20,758 -50%
DE
281
Day & Ennis
Georgia
$1.83M -$1.11M -12,231 -38%
CRI
282
Commonwealth Retirement Investments
Virginia
$1.83M -$1.84M -20,327 -50%
T
283
TRUADVICE
Florida
$1.82M -$2.81M -30,718 -61%
GC
284
Garde Capital
Washington
$1.81M -$96.4K -1,065 -5%
MHB
285
Midwest Heritage Bank
Iowa
$1.81M -$1.72M -19,055 -49%
SFG
286
Sovereign Financial Group
Connecticut
$1.78M -$1.3M -14,318 -42%
WLIM
287
White Lighthouse Investment Management
Massachusetts
$1.75M -$100K -1,108 -5%
BWM
288
Baystate Wealth Management
Massachusetts
$1.74M -$1.66M -18,372 -49%
LB
289
Leo Brokerage
Texas
$1.73M +$1.73M +19,106 New
WIA
290
World Investment Advisors
California
$1.72M -$1.66M -18,313 -49%
HGWM
291
Harvest Group Wealth Management
Massachusetts
$1.71M +$594K +6,563 +53%
WAL
292
W Advisors LLC
Tennessee
$1.64M -$1.19M -13,130 -42%
OFP
293
OLIO Financial Planning
Virginia
$1.63M +$79K +873 +5%
CAM
294
Crestone Asset Management
Colorado
$1.63M +$625K +6,910 +62%
WS
295
Wedbush Securities
California
$1.58M +$378K +4,178 +31%
NA
296
Nottingham Advisors
New York
$1.58M -$32.3K -357 -2%
RJT
297
Raymond James Trust
Florida
$1.55M -$59.7K -660 -4%
YIH
298
Y-Intercept (HK)
Hong Kong
$1.55M +$1.55M +17,109 New
SFS
299
Sowell Financial Services
Arkansas
$1.54M -$5.9M -65,229 -79%
LFA
300
Legacy Financial Advisors
Kentucky
$1.54M -$439K -4,856 -22%
10 11
12
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