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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 %
AC
376
AlphaCore Capital
California
$881K +$265K +2,930 +43%
AF
377
Apexium Financial
Texas
$875K -$53.9K -596 -6%
MFA
378
Morling Financial Advisors
California
$871K +$12K +133 +1%
SP
379
Successful Portfolios
Florida
$870K -$281K -3,108 -24%
API
380
Advisor Partners II
California
$866K +$14.8K +164 +2%
SI
381
Stephens Inc
Arkansas
$831K -$14.7K -163 -2%
DADC
382
D.A. Davidson & Co
Montana
$828K +$828K +9,158 New
CAM
383
Concorde Asset Management
Michigan
$828K -$405K -4,473 -33%
WAP
384
Wealthcare Advisory Partners
Pennsylvania
$825K +$136K +1,508 +20%
CCM
385
Coldstream Capital Management
Washington
$823K -$24.3K -269 -3%
PFA
386
Pinnacle Family Advisors
Missouri
$822K -$158K -1,752 -16%
MA
387
MKT Advisors
California
$814K -$200K -2,232 -20%
BF
388
Brooklyn FI
New York
$813K +$812K +7,528 +188,200%
EPP
389
ETF Portfolio Partners
Kansas
$807K +$5.7K +63 +0.7%
MBFW
390
Morton Brown Family Wealth
Pennsylvania
$805K +$368K +4,074 +84%
BFG
391
Beacon Financial Group
Texas
$796K -$13.9K -154 -2%
PNC Financial Services Group
392
PNC Financial Services Group
Pennsylvania
$790K +$90 +1 +0%
AAS
393
Ameritas Advisory Services
Nebraska
$790K -$330K -3,633 -29%
IAS
394
IMA Advisory Services
Colorado
$777K +$415K +4,585 +115%
DWT
395
Dorsey & Whitney Trust
South Dakota
$769K +$317K +3,500 +70%
VA
396
Valmark Advisers
Ohio
$740K -$8.68K -96 -1%
ACA
397
Affinity Capital Advisors
California
$739K – – –
SAM
398
Strategy Asset Managers
California
$726K +$37.7K +417 +5%
RP
399
Riverwater Partners
Wisconsin
$724K -$242K -2,676 -25%
WWM
400
Western Wealth Management
Colorado
$720K -$432K -4,772 -37%
14 15
16
17 18