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iShares ESG Aware MSCI USA ETF
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Overview Fund Activity

702 hedge funds and large institutions have $12.8B invested in iShares ESG Aware MSCI USA ETF in 2023 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 226 increasing their positions, 337 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
702
Holders Change
+5
Holders Change %
+0.72%
% of All Funds
11.07%
Holding in Top 10
56
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-11.11%
% of All Funds
0.88%
New
60
Increased
226
Reduced
337
Closed
50
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
Northern Trust
Illinois
+$270M
2
MB
Mizuho Bank
Japan
+$244M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$74.5M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$36.7M
5
Citigroup
Citigroup
New York
+$27.5M

Top Sellers

1
SWG
Summit Wealth Group
Vermont
-$478M
2
EWA
EP Wealth Advisors
California
-$244M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$180M
4
BlackRock
BlackRock
New York
-$149M
5
SMFG
Sumitomo Mitsui Financial Group
Japan
-$88.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
376
Concorde Asset Management
Michigan
$909K +$17.3K +178 +2%
CCM
377
Coldstream Capital Management
Washington
$906K +$19.8K +203 +2%
SI
378
Stephens Inc
Arkansas
$895K – – –
MWM
379
Meridian Wealth Management
Kentucky
$891K -$341K -3,502 -28%
BF
380
Brooklyn FI
New York
$889K +$155K +1,591 +21%
IAS
381
IMA Advisory Services
Colorado
$889K +$52.1K +535 +6%
FPGK
382
Financial Partners Group (Kansas)
Kansas
$886K -$141K -1,429 -14%
AF
383
Apexium Financial
Texas
$882K -$60.5K -621 -6%
WAP
384
Wealthcare Advisory Partners
Pennsylvania
$881K -$7.99K -82 -0.9%
LWMG
385
Levy Wealth Management Group
Pennsylvania
$863K +$89K +913 +12%
MA
386
MKT Advisors
California
$861K -$52K -517 -6%
MBFW
387
Morton Brown Family Wealth
Pennsylvania
$861K -$6.92K -71 -0.8%
PNC Financial Services Group
388
PNC Financial Services Group
Pennsylvania
$860K +$8.19K +84 +1%
DADC
389
D.A. Davidson & Co
Montana
$850K -$42.7K -438 -5%
BFG
390
Beacon Financial Group
Texas
$843K -$7.22K -75 -0.8%
NL
391
NWAM LLC
Washington
$840K -$3.74M -38,336 -82%
CPP
392
Capasso Planning Partners
South Carolina
$831K +$81.8K +839 +11%
CWM
393
Cornerstone Wealth Management
Missouri
$819K -$584K -5,989 -42%
WA
394
WBH Advisory
Maryland
$818K -$216K -2,215 -21%
ACA
395
Affinity Capital Advisors
California
$813K +$17.4K +179 +2%
SAM
396
Strategy Asset Managers
California
$803K +$20.2K +207 +3%
VA
397
Valmark Advisers
Ohio
$798K – – –
TPCW
398
TD Private Client Wealth
New York
$794K +$54.9K +563 +7%
LW
399
Libra Wealth
California
$791K -$426K -4,372 -35%
GIA
400
Gladstone Institutional Advisory
Florida
$786K -$285K -2,925 -27%
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