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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.

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
1
Sumitomo Mitsui Financial Group
Japan
$100M
2
VMPIC
2
Varma Mutual Pension Insurance Co
Finland
$85.8M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$24.1M
4
Northern Trust
4
Northern Trust
Illinois
$428M
5
National Bank of Canada
5
National Bank of Canada
Quebec, Canada
$22.4M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.16B
2
LPL Financial
2
LPL Financial
California
$314M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$144M
4
Bank of America
4
Bank of America
North Carolina
$1.22B
5
Morgan Stanley
5
Morgan Stanley
New York
$264M
Name Market Value Shares Shares
Change 		Shares
Change %
Empower Advisory Group
26
Empower Advisory Group
Colorado
$78.5M 836,002 -41,055 -5%
Mirae Asset Global Investments
27
Mirae Asset Global Investments
South Korea
$76.3M 812,030 -16,700 -2%
Ameriprise
28
Ameriprise
Minnesota
$65.6M 698,731 -268,620 -28%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$65M 692,035 +41,377 +6%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$58.2M 620,076 -402,689 -39%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$51.7M 550,785 +55,682 +11%
WP
32
WealthSource Partners
California
$48.7M 518,121 -115,173 -18%
PCIG
33
Partners Capital Investment Group
Massachusetts
$43.9M 467,150 +10,572 +2%
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$43.6M 464,019 -43,009 -8%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$41.6M 443,402 -212,392 -32%
UBS Group
36
UBS Group
Switzerland
$39.8M 424,190 -55,358 -12%
FT
37
Fiduciary Trust
Massachusetts
$37.6M 400,122 +10,310 +3%
PCA
38
Prosperity Capital Advisors
Ohio
$36.5M 388,801 -50,224 -11%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$33.8M 360,201 -53,129 -13%
AA
40
Alesco Advisors
New York
$32.7M 348,477 -16,615 -5%
HighTower Advisors
41
HighTower Advisors
Illinois
$31.2M 331,523 -72,204 -18%
NA
42
NewEdge Advisors
Louisiana
$31.1M 331,620 -106,985 -24%
JC
43
JB Capital
Connecticut
$29M 308,845 -152,071 -33%
CAN
44
Cetera Advisor Networks
California
$28.7M 305,840 -30,381 -9%
AIA
45
Ally Invest Advisors
North Carolina
$28.7M 305,338 +8,350 +3%
Bank of New York Mellon
46
Bank of New York Mellon
New York
$27M 287,365 -202,033 -41%
VI
47
Vestcor Inc
New Brunswick, Canada
$25.3M 269,500 – –
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$24.1M 256,425 +201,977 +371%
National Bank of Canada
49
National Bank of Canada
Quebec, Canada
$22.4M 238,913 +100,713 +73%
KAS
50
Kestra Advisory Services
Texas
$22.3M 237,750 -112,569 -32%
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