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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.

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

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.06B
2
LPL Financial
LPL Financial
California
$501M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$243M
4
BlackRock
BlackRock
New York
$689M
5
PAS
Park Avenue Securities
New York
$201M
Name Holding Trade Value Shares
Change 		Shares
Change %
NC
651
NewSquare Capital
Pennsylvania
$51.4K +$7.06K +78 +16%
RA
652
Rise Advisors
New York
$49.1K +$271 +3 +0.6%
BWM
653
BerganKDV Wealth Management
Minnesota
$46.5K +$46.5K +514 New
DI
654
Disciplined Investments
Oklahoma
$41.5K – – –
GWSG
655
GPS Wealth Strategies Group
Colorado
$40.6K +$40.6K +449 New
KTC
656
Kistler-Tiffany Companies
Pennsylvania
$39.2K -$54.1K -598 -58%
IRC
657
Investors Research Corp
Georgia
$39.1K -$1.63K -18 -4%
IHWM
658
Iron Horse Wealth Management
Iowa
$38.2K – – –
HR
659
Howe & Rusling
New York
$37.7K +$2.08K +23 +6%
FAM
660
Family Asset Management
South Carolina
$34.2K -$181 -2 -0.5%
SIC
661
Salem Investment Counselors
North Carolina
$28.1K +$28.1K +311 New
RP
662
Rice Partnership
Hawaii
$27.5K -$3.08K -34 -10%
PP
663
PrairieView Partners
Minnesota
$26K – – –
CT
664
Clearstead Trust
Maine
$25.1K – – –
TWP
665
TFO Wealth Partners
Ohio
$23.6K -$5.43K -60 -19%
GWM
666
Geneos Wealth Management
Colorado
$23.1K – – –
HIA
667
Harbor Investment Advisory
Maryland
$22.2K -$38.5K -426 -63%
BLC
668
Brown, Lisle/Cummings
Rhode Island
$18.9K – – –
AWM
669
Accel Wealth Management
Iowa
$18.7K – – –
CWC
670
Carolinas Wealth Consulting
North Carolina
$17.3K – – –
TF
671
Tompkins Financial
New York
$16.9K +$16.9K +187 New
EI
672
Ellevest Inc
New York
$16.4K +$995 +11 +6%
BCMLT
673
Beacon Capital Management LLC (Tennessee)
Tennessee
$16.3K – – –
CA
674
Centerpoint Advisors
Massachusetts
$14K +$1.83K +20 +15%
VF
675
VitalStone Financial
Texas
$14K +$11.3K +103 +412%
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27
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