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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 %
KWM
501
Kingsview Wealth Management
Oregon
$359K -$2.25K -24 -0.6%
ACI
502
Alpha Cubed Investments
California
$358K – – –
DSN
503
D. Scott Neal
Kentucky
$357K – – –
HPC
504
Hobart Private Capital
North Carolina
$356K -$132K -1,401 -27%
RPG
505
Resource Planning Group
Georgia
$352K +$85.9K +915 +32%
PAI
506
Pittenger & Anderson Inc
Nebraska
$348K -$64.3K -685 -16%
PW
507
Peninsula Wealth
California
$347K +$1.47K +16 +0.4%
CPCM
508
Cardinal Point Capital Management
Ontario, Canada
$346K -$17K -180 -5%
CW
509
Cook Wealth
North Carolina
$343K +$153K +1,691 +80%
LGWM
510
Litman Gregory Wealth Management
California
$341K – – –
BFG
511
Beacon Financial Group
Texas
$340K -$68.2K -1,463 -17%
GC
512
Grimes & Company
Massachusetts
$338K -$3.48K -37 -1%
AWM
513
Aprio Wealth Management
Georgia
$334K +$132K +1,404 +65%
HTC
514
Haverford Trust Company
Pennsylvania
$327K +$327K +3,486 New
ECM
515
Evergreen Capital Management
Washington
$327K -$21.2K -225 -6%
LFA
516
LGT Financial Advisors
Texas
$325K -$414K -4,404 -56%
PG
517
Prostatis Group
Maryland
$322K -$10.3K -110 -3%
CAMG
518
CWA Asset Management Group
Florida
$319K – – –
OPWM
519
Oxinas Partners Wealth Management
Indiana
$318K +$21.1K +225 +7%
WFC
520
Western Financial Corp
California
$314K -$162K -1,727 -34%
MSWMA
521
Market Street Wealth Management Advisors
Indiana
$313K -$79K -841 -20%
S
522
SignatureFD
Georgia
$313K +$57.6K +613 +23%
CG
523
Caprock Group
Idaho
$310K – – –
SHIM
524
Stone House Investment Management
Pennsylvania
$310K -$8.07M -85,952 -96%
Bank of Nova Scotia
525
Bank of Nova Scotia
Ontario, Canada
$310K +$94 +1 +0%
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