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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 %
AWA
551
Arete Wealth Advisors
Illinois
$262K -$2.21M -23,546 -89%
CWM
552
Centurion Wealth Management
Virginia
$258K -$28.5K -303 -10%
ST
553
Smithfield Trust
Pennsylvania
$257K – – –
SAS
554
Stelac Advisory Services
New York
$255K – – –
TCMP
555
Thrive Capital Management (Pennsylvania)
Pennsylvania
$252K -$42.2K -449 -14%
PIMG
556
Patriot Investment Management Group
Tennessee
$251K -$62.9K -670 -20%
PGF
557
Plan Group Financial
Oklahoma
$249K +$249K +2,650 New
WPW
558
Waldron Private Wealth
Pennsylvania
$249K -$5.17K -55 -2%
VCM
559
Vivaldi Capital Management
Illinois
$249K – – –
PP
560
PDS Planning
Ohio
$248K +$939 +10 +0.4%
PFA
561
Professional Financial Advisors
Nebraska
$245K -$33.9K -361 -12%
MCIA
562
Mountain Capital Investment Advisors
Colorado
$245K -$37K -383 -13%
NFSG
563
Newbridge Financial Services Group
Florida
$244K -$19.2K -204 -7%
JFG
564
Jefferies Financial Group
New York
$242K -$107K -1,142 -31%
CIBC Private Wealth Group
565
CIBC Private Wealth Group
Georgia
$242K +$242K +2,576 New
CPRC
566
Consolidated Portfolio Review Corp
New York
$242K +$2.82K +30 +1%
JF
567
JSF Financial
California
$241K +$241K +2,568 New
SPIO
568
Seven Post Investment Office
California
$238K – – –
SFG
569
Sage Financial Group
Pennsylvania
$235K – – –
FFA
570
Founders Financial Alliance
North Carolina
$234K -$108K -1,147 -32%
WPP
571
Whalerock Point Partners
Rhode Island
$234K – – –
AWM
572
Atticus Wealth Management
Florida
$233K – – –
MWM
573
MBE Wealth Management
Wisconsin
$232K – – –
RW
574
Rede Wealth
Virginia
$232K – – –
FMN
575
Financial Management Network
California
$230K +$1.03K +11 +0.4%
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