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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 %
JFA
676
JNBA Financial Advisors
Minnesota
$13.6K – – –
KFI
677
Key Financial Inc
Pennsylvania
$13.6K +$13.6K +150 New
ACA
678
Atlas Capital Advisors
Wyoming
$12.9K – – –
CB
679
Community Bank
New York
$11.3K -$22K -243 -66%
DWMG
680
DB Wealth Management Group
California
$10.9K -$995 -11 -8%
Fifth Third Bancorp
681
Fifth Third Bancorp
Ohio
$10.3K +$10.3K +114 New
BHWM
682
Beaird Harris Wealth Management
Texas
$9.83K +$90 +1 +0.9%
HGERS
683
Householder Group Estate & Retirement Specialist
Arizona
$9K +$9K +97 New
LWANC
684
Laurel Wealth Advisors (North Carolina)
North Carolina
$8.87K – – –
WT
685
Washington Trust
Rhode Island
$8.68K +$8.68K +96 New
SWA
686
SOA Wealth Advisors
New York
$8.5K – – –
FGAM
687
Financial Gravity Asset Management
Texas
$7.6K +$7.6K +84,027 New
FFC
688
First Financial Corp
Indiana
$7.51K – – –
MWC
689
MBM Wealth Consultants
Missouri
$7K – – –
GT
690
Glenmede Trust
Pennsylvania
$5.25K +$5.25K +58 New
C
691
Covestor
United Kingdom
$4K +$2.29K +24 +133%
PMFA
692
Plante Moran Financial Advisors
Michigan
$3.16K – – –
BC
693
Barrett & Company
Rhode Island
$2.8K – – –
PA
694
PSI Advisors
Florida
$2.71K – – –
JMF
695
Johnson Midwest Financial
Iowa
$1.81K – – –
CCM
696
Chilton Capital Management
Texas
$1.81K +$1.81K +20 New
MAWA
697
Moss Adams Wealth Advisors
Washington
$1.36K +$1.18K +13 +650%
RF
698
Robbins Farley
New Hampshire
$1.36K +$724 +8 +114%
SIS
699
Sound Income Strategies
Florida
$65 +$65 +1 New
TSA
700
Tri-Star Advisors
Texas
– -$21.5M -243,491 Closed
26 27
28
29 30