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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
+$19M
4
Northern Trust
Northern Trust
Illinois
+$14.3M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$9.45M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$809M
2
LPL Financial
LPL Financial
California
-$133M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$116M
4
Bank of America
Bank of America
North Carolina
-$100M
5
Morgan Stanley
Morgan Stanley
New York
-$93.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
DC
351
Davenport & Co
Virginia
$906K -$50.2K -535 -5%
TFO
352
Tarbox Family Office
California
$903K -$464K -4,942 -34%
API
353
Advisor Partners II
California
$899K – – –
BF
354
Brooklyn FI
New York
$898K +$40.9K +436 +5%
CAL
355
Capital Analysts LLC
Pennsylvania
$891K -$388K -4,138 -30%
FIA
356
Foundations Investment Advisors
Arizona
$888K -$16.9M -179,474 -95%
CIA
357
Compass Ion Advisors
Pennsylvania
$869K +$869K +9,250 New
CFD
358
Creative Financial Designs
Indiana
$868K -$468K -4,980 -35%
EPP
359
ETF Portfolio Partners
Kansas
$867K -$20.8K -222 -2%
SI
360
Stephens Inc
Arkansas
$860K -$1.97K -21 -0.2%
CCM
361
Coldstream Capital Management
Washington
$857K -$16.3K -174 -2%
IAS
362
IMA Advisory Services
Colorado
$856K – – –
AF
363
Apexium Financial
Texas
$850K – – –
WIA
364
World Investment Advisors
California
$839K -$786K -8,339 -48%
WAP
365
Wealthcare Advisory Partners
Pennsylvania
$833K -$16.1K -171 -2%
LWMG
366
Levy Wealth Management Group
Pennsylvania
$831K – – –
DADC
367
D.A. Davidson & Co
Montana
$826K +$7.23K +77 +0.9%
T
368
TRUADVICE
Florida
$823K -$609K -6,300 -43%
FCI
369
Financial Counselors Inc
Kansas
$822K -$69.7K -742 -8%
TPWA
370
TRUE Private Wealth Advisors
Oregon
$815K -$536K -5,713 -40%
MBFW
371
Morton Brown Family Wealth
Pennsylvania
$809K -$20K -213 -2%
ST
372
Sentinel Trust
Texas
$807K +$121K +1,287 +18%
FGAM
373
Financial Gravity Asset Management
Texas
$803K +$732K +937,404 +1,045%
MWM
374
Meridian Wealth Management
Kentucky
$801K -$57.5K -612 -7%
AAS
375
Ameritas Advisory Services
Nebraska
$796K +$796K +8,477 New
13 14
15
16 17