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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 %
AFAS
726
Acorn Financial Advisory Services
Virginia
– -$365K -4,304 Closed
CA
727
Continuum Advisory
Idaho
– -$359K -4,232 Closed
OBWP
728
O'Brien Wealth Partners
Massachusetts
– -$349K -4,121 Closed
RFN
729
RDA Financial Network
Iowa
– -$334K -3,936 Closed
LGWM
730
Litman Gregory Wealth Management
California
– -$301K -3,548 Closed
AWA
731
Arkadios Wealth Advisors
Georgia
– -$262K -3,097 Closed
VFIC
732
Valley Forge Investment Consultants
Pennsylvania
– -$236K -2,785 Closed
BCMO
733
Buckingham Capital Management (Ohio)
Ohio
– -$229K -2,705 Closed
1WA
734
180 Wealth Advisors
Washington
– -$240K -2,669 Closed
BFG
735
Bleakley Financial Group
New Jersey
– -$212K -2,499 Closed
MHS
736
M Holdings Securities
Oregon
– -$205K -2,414 Closed
SFPG
737
Stonebridge Financial Planning Group
Florida
– -$203K -2,390 Closed
MPCL
738
My Personal CFO LLC
Washington
– -$130K -1,533 Closed
LS
739
Leelyn Smith
Illinois
– -$97K -1,145 Closed
GMA
740
Glassy Mountain Advisors
Maryland
– -$89.7K -1,058 Closed
ZIG
741
Zullo Investment Group
Pennsylvania
– -$58.3K -688 Closed
AWM
742
Accurate Wealth Management
Florida
– -$53.4K -617 Closed
HCM
743
Hollencrest Capital Management
California
– -$27.6K -326 Closed
FMII
744
Farmers & Merchants Investments Inc
Nebraska
– -$25.4K -300 Closed
HT
745
Headlands Technologies
Illinois
– -$24K -284 Closed
RBC
746
Romano Brothers & Co
Illinois
– -$23.2K -274 Closed
AA
747
AlphaMark Advisors
Kentucky
– -$15K -174 Closed
SFCL
748
Strengthening Families & Communities LLC
Massachusetts
– -$13K -151 Closed
HDIM
749
Hanson & Doremus Investment Management
Vermont
– -$7K -85 Closed
FWA
750
Freedom Wealth Alliance
Wisconsin
– -$6.19K -73 Closed
27 28 29
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