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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.

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
1
Sumitomo Mitsui Financial Group
Japan
$100M
2
VMPIC
2
Varma Mutual Pension Insurance Co
Finland
$85.8M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$24.1M
4
Northern Trust
4
Northern Trust
Illinois
$428M
5
National Bank of Canada
5
National Bank of Canada
Quebec, Canada
$22.4M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.16B
2
LPL Financial
2
LPL Financial
California
$314M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$144M
4
Bank of America
4
Bank of America
North Carolina
$1.22B
5
Morgan Stanley
5
Morgan Stanley
New York
$264M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
51
Creative Planning
Kansas
$22.3M 237,150 -9,780 -4%
SHJ
52
Sharkey, Howes & Javer
Colorado
$22M 233,865 -80,459 -26%
BCM
53
Brookstone Capital Management
Illinois
$21.7M 231,867 -28,060 -11%
KeyBank National Association
54
KeyBank National Association
Ohio
$21.3M 227,213 +6,888 +3%
AWS
55
Atria Wealth Solutions
New York
$20.9M 222,081 -81,717 -27%
IWP
56
Icon Wealth Partners
Texas
$20.2M 215,150 -53,809 -20%
Stifel Financial
57
Stifel Financial
Missouri
$19.4M 206,063 -66,428 -24%
MD
58
Money Design
Japan
$18.1M 192,612 -9,603 -5%
I
59
IMPACTfolio
Colorado
$18M 191,298 +5,781 +3%
Truist Financial
60
Truist Financial
North Carolina
$17.2M 182,864 -30,367 -14%
IWC
61
Integrated Wealth Concepts
Massachusetts
$17.1M 181,764 -64,468 -26%
OWA
62
One Wealth Advisors
California
$16.8M 179,366 -49,109 -21%
CL
63
Choreo LLC
Illinois
$16.6M 176,774 -112,254 -39%
JSW
64
Journey Strategic Wealth
New Jersey
$16.4M 174,313 +10,617 +6%
RJA
65
Raymond James & Associates
Florida
$15.9M 169,011 +369 +0.2%
RJFSA
66
Raymond James Financial Services Advisors
Florida
$15.8M 168,295 -11,229 -6%
SEI Investments
67
SEI Investments
Pennsylvania
$15.8M 167,766 -17,330 -9%
BTI
68
Blue Trust Inc
Georgia
$15.7M 161,165 -16,699 -9%
DL
69
DOHJ LLC
Washington
$15.4M 164,240 +14,428 +10%
C1AG
70
Client 1st Advisory Group
Florida
$15.3M 162,746 -55,345 -25%
SHGA
71
Sand Hill Global Advisors
California
$15.3M 162,726 -5,563 -3%
Prudential Financial
72
Prudential Financial
New Jersey
$13.9M 147,616 -70,919 -32%
VHAM
73
Van Hulzen Asset Management
California
$13.8M 147,200 -10,227 -6%
AI
74
Atria Investments
North Carolina
$13.6M 145,012 -47,185 -25%
SB
75
Strategic Blueprint
Georgia
$13.5M 143,655 -35,291 -20%
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