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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 %
MNG
351
Manning & Napier Group
New York
$1.03M -$1.44M – –
VAS
352
Vestmark Advisory Solutions
Massachusetts
$1.03M -$1.41M -15,544 -58%
PI
353
PFG Investments
New York
$1.01M +$1.01M +11,213 New
JFG
354
JMG Financial Group
Illinois
$1.01M – – –
GIA
355
Gladstone Institutional Advisory
Florida
$994K -$207K -2,285 -17%
1SB
356
1ST Source Bank
Indiana
$976K +$33.2K +367 +4%
JWCA
357
J.W. Cole Advisors
Florida
$973K +$362 +4 +0%
RCS
358
Retirement Capital Strategies
California
$961K +$164K +1,814 +21%
WA
359
WBH Advisory
Maryland
$959K +$959K +10,604 New
TPWA
360
TRUE Private Wealth Advisors
Oregon
$958K -$1.88M -20,763 -66%
KL
361
KilterHowling LLC
Colorado
$955K +$108K +1,195 +13%
EWA
362
EverSource Wealth Advisors
Alabama
$952K -$1.04M -11,506 -52%
IA
363
IFP Advisors
Florida
$949K -$4.24M -70,787 -82%
FPGK
364
Financial Partners Group (Kansas)
Kansas
$943K -$21.3K -236 -2%
DC
365
Davenport & Co
Virginia
$934K -$175K -1,935 -16%
AWM
366
Aspire Wealth Management
Massachusetts
$932K -$1.74M -19,187 -65%
BIA
367
Bigelow Investment Advisors
Maine
$930K -$56.4K -623 -6%
CPIG
368
Chicago Partners Investment Group
Illinois
$923K +$108K +1,194 +13%
TIA
369
Traphagen Investment Advisors
New Jersey
$915K +$22.9K +253 +3%
GKWIM
370
Gerber Kawasaki Wealth & Investment Management
California
$899K +$16.5K +182 +2%
FCI
371
Financial Counselors Inc
Kansas
$898K -$292K -3,227 -25%
MSA
372
Marino Stram & Associates
Massachusetts
$892K +$74.3K +821 +9%
VIA
373
Vident Investment Advisory
Georgia
$891K -$37.6K -416 -4%
SWM
374
Seaside Wealth Management
California
$887K – – –
CFG
375
Citizens Financial Group
Rhode Island
$882K +$3.53K +39 +0.4%
13 14
15
16 17