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iShares ESG Aware MSCI USA ETF
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Overview Fund Activity

697 hedge funds and large institutions have $10.6B invested in iShares ESG Aware MSCI USA ETF in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 158 increasing their positions, 369 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
697
Holders Change
-5
Holders Change %
-0.71%
% of All Funds
11.11%
Holding in Top 10
45
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-19.64%
% of All Funds
0.72%
New
57
Increased
158
Reduced
369
Closed
51
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SMFG
Sumitomo Mitsui Financial Group
Japan
$100M
2
VMPIC
Varma Mutual Pension Insurance Co
Finland
$85.8M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$24.1M
4
Northern Trust
Northern Trust
Illinois
$428M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
$22.4M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.16B
2
LPL Financial
LPL Financial
California
$314M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$144M
4
Bank of America
Bank of America
North Carolina
$1.22B
5
Morgan Stanley
Morgan Stanley
New York
$264M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
276
Sequoia Financial Advisors
Ohio
$1.54M +$31.5K +335 +2%
WCM
277
Windham Capital Management
Massachusetts
$1.54M -$23.7K -252 -2%
GC
278
Garde Capital
Washington
$1.52M -$133K -1,412 -8%
RJT
279
Raymond James Trust
Florida
$1.51M -$50.8K -541 -3%
NA
280
Nottingham Advisors
New York
$1.5M +$19.7K +210 +1%
Comerica Bank
281
Comerica Bank
Texas
$1.5M +$1.5M +15,994 New
GWM
282
GSB Wealth Management
Connecticut
$1.5M -$137K -1,457 -8%
GAM
283
Gould Asset Management
California
$1.47M -$22.5K -240 -2%
LFA
284
Legacy Financial Advisors
Kentucky
$1.47M -$106K -1,134 -7%
MHB
285
Midwest Heritage Bank
Iowa
$1.47M -$269K -2,860 -15%
DE
286
Day & Ennis
Georgia
$1.43M -$257K -2,741 -15%
ICP
287
Interchange Capital Partners
Pennsylvania
$1.42M -$300K -3,198 -17%
IA
288
IFG Advisory
Georgia
$1.42M -$2.13M -22,642 -60%
CRI
289
Commonwealth Retirement Investments
Virginia
$1.4M -$484K -5,155 -26%
G
290
GenTrust
Florida
$1.4M +$108K +1,150 +8%
MCM
291
Mendel Capital Management
Arkansas
$1.37M – – –
PA
292
Parallel Advisors
California
$1.37M -$22.4K -238 -2%
JPG
293
Jordan Park Group
California
$1.36M – – –
HAG
294
HF Advisory Group
Maryland
$1.35M -$85.2K -907 -6%
CFG
295
Cooper Financial Group
California
$1.34M -$693K -7,377 -34%
GA
296
GFS Advisors
Texas
$1.34M +$1.34M +14,240 New
CAAS
297
Capital Asset Advisory Services
Michigan
$1.33M +$28.8K +300 +2%
FA
298
FDx Advisors
Illinois
$1.27M -$571K -6,086 -31%
PWMG
299
Pioneer Wealth Management Group
Texas
$1.26M -$72.8K -775 -5%
SPIA
300
Strategic Point Investment Advisors
Rhode Island
$1.25M +$1.25M +13,260 New
10 11
12
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