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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.

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
1
Goldman Sachs
New York
$347M
2
SMFG
2
Sumitomo Mitsui Financial Group
Japan
$88.1M
3
M1FG
3
Mach-1 Financial Group
Arkansas
$48.7M
4
CL
4
Choreo LLC
Illinois
$26M
5
EWA
5
EP Wealth Advisors
California
$22.7M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2.06B
2
LPL Financial
2
LPL Financial
California
$501M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$243M
4
BlackRock
4
BlackRock
New York
$689M
5
PAS
5
Park Avenue Securities
New York
$201M
Name Market Value Shares Shares
Change 		Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$68.6M 758,307 -950,723 -56%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$64.2M 710,019 -83,636 -11%
WP
28
WealthSource Partners
California
$59.9M 662,634 -569,953 -46%
UBS Group
29
UBS Group
Switzerland
$50.7M 560,949 -304,938 -35%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$50.3M 556,201 -41,202 -7%
M1FG
31
Mach-1 Financial Group
Arkansas
$48.7M 538 +538 New
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$46.6M 515,444 -138,367 -21%
BTI
33
Blue Trust Inc
Georgia
$43.5M 513,742 -93,884 -15%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$43.5M 480,599 -917,256 -66%
NA
35
NewEdge Advisors
Louisiana
$42.6M 471,403 -450,548 -49%
KAS
36
Kestra Advisory Services
Texas
$41.7M 461,035 -592,495 -56%
FIA
37
Foundations Investment Advisors
Arizona
$40.6M 449,301 +1,072 +0.2%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$40.5M 447,272 -304,147 -40%
JC
39
JB Capital
Connecticut
$39.5M 436,863 -787,375 -64%
PCIG
40
Partners Capital Investment Group
Massachusetts
$38.1M 421,303 -11,291 -3%
HighTower Advisors
41
HighTower Advisors
Illinois
$37.2M 410,979 -36,477 -8%
PCA
42
Prosperity Capital Advisors
Ohio
$36.4M 401,884 +199,017 +98%
Citigroup
43
Citigroup
New York
$35.5M 392,597 +241,005 +159%
TLFA
44
True Link Financial Advisors
California
$34.9M 386,347 -105,074 -21%
CAN
45
Cetera Advisor Networks
California
$34.9M 386,209 -366,502 -49%
FT
46
Fiduciary Trust
Massachusetts
$34.6M 383,018 +42,199 +12%
AA
47
Alesco Advisors
New York
$33.9M 374,985 +6,632 +2%
SHJ
48
Sharkey, Howes & Javer
Colorado
$33.2M 366,637 -247,499 -40%
AWM
49
AE Wealth Management
Kansas
$32M 353,456 -661,505 -65%
SB
50
Strategic Blueprint
Georgia
$31.6M 349,677 -59,426 -15%
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