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iShares ESG Aware MSCI USA ETF
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Overview Fund Activity

702 hedge funds and large institutions have $12.8B invested in iShares ESG Aware MSCI USA ETF in 2023 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 226 increasing their positions, 337 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
702
Holders Change
+5
Holders Change %
+0.72%
% of All Funds
11.07%
Holding in Top 10
56
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-11.11%
% of All Funds
0.88%
New
60
Increased
226
Reduced
337
Closed
50
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
Northern Trust
Illinois
$430M
2
MB
Mizuho Bank
Japan
$244M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$74.8M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$858M
5
Citigroup
Citigroup
New York
$65.7M

Top Sellers

1
SWG
Summit Wealth Group
Vermont
$4.68M
2
EWA
EP Wealth Advisors
California
$1.01M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.04B
4
BlackRock
BlackRock
New York
$593M
5
SMFG
Sumitomo Mitsui Financial Group
Japan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
701
GHP Investment Advisors
Colorado
$1.96K -$116K -1,187 -98%
JMF
702
Johnson Midwest Financial
Iowa
$1.95K – – –
RF
703
Robbins Farley
New Hampshire
$1.56K +$98 +1 +7%
MAWA
704
Moss Adams Wealth Advisors
Washington
$202 -$1.31K -13 -87%
SIS
705
Sound Income Strategies
Florida
$71 – – –
BHWM
706
Beaird Harris Wealth Management
Texas
$1 -$9.83K -109 Closed
SMFG
707
Sumitomo Mitsui Financial Group
Japan
– -$88.1M -974,038 Closed
MOS
708
MGO One Seven
Ohio
– -$4.86M -53,680 Closed
BOH
709
Bank of Hawaii
Hawaii
– -$4.18M -46,164 Closed
PAMG
710
Patton Albertson Miller Group
Tennessee
– -$3.6M -39,759 Closed
SIM
711
Seaview Investment Managers
Florida
– -$1.94M -21,471 Closed
MCC
712
Money Concepts Capital
Florida
– -$117K -17,545 Closed
MWA
713
MFA Wealth Advisors
Pennsylvania
– -$1.19M -13,208 Closed
RIG
714
Ramiah Investment Group
Wisconsin
– -$1.03M -11,430 Closed
SWM
715
Seaside Wealth Management
California
– -$887K -9,811 Closed
SP
716
Successful Portfolios
Florida
– -$870K -9,621 Closed
AAS
717
Ameritas Advisory Services
Nebraska
– -$790K -8,697 Closed
DWT
718
Dorsey & Whitney Trust
South Dakota
– -$769K -8,500 Closed
NRI
719
NFP Retirement Inc
California
– -$558K -6,172 Closed
RCG
720
Regatta Capital Group
California
– -$399K -4,704 Closed
AFO
721
Arrowroot Family Office
California
– -$421K -4,653 Closed
CA
722
Cambridge Associates
Massachusetts
– -$411K -4,544 Closed
CG
723
Colony Group
Massachusetts
– -$391K -4,322 Closed
HWM
724
Hohimer Wealth Management
Washington
– -$385K -4,256 Closed
Wolverine Trading
725
Wolverine Trading
Illinois
– -$370K -4,149 Closed
27 28
29
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