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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 %
FCA
726
Fortis Capital Advisors
Kansas
– -$347K -3,836 Closed
AWA
727
Authentikos Wealth Advisory
California
– -$311K -3,670 Closed
AFP
728
Ausdal Financial Partners
Iowa
– -$307K -3,389 Closed
ADIM
729
Alpha DNA Investment Management
Maryland
– -$305K -3,375 Closed
SA
730
SL Advisors
New Jersey
– -$289K -3,200 Closed
GFA
731
Gallagher Fiduciary Advisors
Illinois
– -$280K -3,100 Closed
LF
732
Lee Financial
Texas
– -$271K -3,000 Closed
WP
733
WealthSpring Partners
California
– -$262K -2,897 Closed
TSS
734
Two Sigma Securities
New York
– -$259K -2,868 Closed
EWS
735
Evergreen Wealth Solutions
Pennsylvania
– -$256K -2,835 Closed
JF
736
JSF Financial
California
– -$248K -2,739 Closed
PCS
737
Personal CFO Solutions
New Jersey
– -$245K -2,707 Closed
EW
738
Enzi Wealth
Texas
– -$221K -2,425 Closed
CA
739
Crumly & Associates
Illinois
– -$215K -2,380 Closed
OC
740
Oppenheimer & Co
New York
– -$211K -2,333 Closed
PB
741
Pinnacle Bancorp
Nebraska
– -$127K -1,402 Closed
BA
742
Bellwether Advisors
Nebraska
– -$123K -1,360 Closed
MWC
743
MBM Wealth Consultants
Missouri
– -$7K -1,356 Closed
Jones Financial Companies
744
Jones Financial Companies
Missouri
– -$68.7K -760 Closed
FA
745
Fortis Advisors
Pennsylvania
– -$66.5K -735 Closed
M1FG
746
Mach-1 Financial Group
Arkansas
– -$48.7M -538 Closed
BWM
747
BerganKDV Wealth Management
Minnesota
– -$46.5K -514 Closed
AWM
748
Accel Wealth Management
Iowa
– -$18.7K -207 Closed
TF
749
Tompkins Financial
New York
– -$16.9K -187 Closed
EI
750
Ellevest Inc
New York
– -$16.4K -181 Closed
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