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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 %
APWA
426
Atlas Private Wealth Advisors
New Jersey
$572K -$939 -10 -0.2%
KA
427
Kovack Advisors
Florida
$571K -$8.92K -95 -2%
AAM
428
Ameraudi Asset Management
New York
$566K – – –
GDP
429
Great Diamond Partners
Maine
$564K +$9.49K +101 +2%
RIS
430
Retirement Income Solutions
Michigan
$563K +$563K +5,999 New
PFA
431
Pure Financial Advisors
California
$549K +$75.9K +808 +16%
BFP
432
Brewster Financial Planning
New York
$541K -$16.8K -179 -3%
ACS
433
Archford Capital Strategies
Illinois
$540K -$28.5K -303 -5%
FRA
434
Front Row Advisors
California
$540K -$2.07K -22 -0.4%
RW
435
Regimen Wealth
Georgia
$538K -$617K -6,569 -53%
FA
436
Fiduciary Alliance
South Carolina
$537K +$49.6K +528 +10%
QC
437
Quent Capital
New York
$533K -$101K -1,078 -16%
HWA
438
Hilltop Wealth Advisors
North Carolina
$532K -$23.7K -252 -4%
EL
439
EQ LLC
Washington
$528K -$573K -6,103 -52%
CA
440
CGN Advisors
Kansas
$523K +$149K +1,591 +40%
IWM
441
IHT Wealth Management
Illinois
$522K +$77.7K +827 +17%
SFC
442
SYM Financial Corp
Indiana
$519K – – –
BAM
443
Belpointe Asset Management
Nevada
$514K +$179K +1,906 +53%
BSW
444
Buckingham Strategic Wealth
Missouri
$512K +$19.3K +205 +4%
CB
445
Commerce Bank
Missouri
$507K -$26.8K -285 -5%
SPWG
446
Syntegra Private Wealth Group
Missouri
$505K -$136K -1,444 -21%
RIM
447
Redwood Investment Management
Arizona
$502K +$502K +5,345 New
WFA
448
Wade Financial Advisory
California
$501K -$1.41K -15 -0.3%
WAM
449
WNY Asset Management
New York
$494K +$156K +1,659 +46%
Lido Advisors
450
Lido Advisors
California
$492K -$6.48K -69 -1%
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