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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.

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

Top Sellers

1
SWG
1
Summit Wealth Group
Vermont
$4.68M
2
EWA
2
EP Wealth Advisors
California
$1.01M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.04B
4
BlackRock
4
BlackRock
New York
$593M
5
SMFG
5
Sumitomo Mitsui Financial Group
Japan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Toronto Dominion Bank
101
Toronto Dominion Bank
Ontario, Canada
$11.8M 121,000 +121,000 New
SW
102
SteelPeak Wealth
California
$11.6M 119,151 -595 -0.5%
BRWA
103
B. Riley Wealth Advisors
Florida
$11.1M 114,281 -2,350 -2%
HI
104
Harbour Investments
Wisconsin
$10.8M 111,051 +9,793 +10%
WA
105
Wealth Alliance
New York
$10.7M 109,331 -9,614 -8%
Mariner
106
Mariner
Kansas
$10.5M 108,214 -13,885 -11%
PWA
107
Physician Wealth Advisors
Utah
$10.2M 104,732 +1,355 +1%
LWA
108
Lineweaver Wealth Advisors
Ohio
$10M 102,738 -6,354 -6%
Schroder Investment Management Group
109
Schroder Investment Management Group
United Kingdom
$9.94M 101,942 -1,371 -1%
SCA
110
STALEY CAPITAL ADVISERS
Pennsylvania
$9.75M 100,000 -2,233 -2%
I
111
INVST
Indiana
$9.68M 99,346 +13,065 +15%
PL
112
Plancorp LLC
Missouri
$9.49M 97,395 +232 +0.2%
KFSC
113
Keystone Financial Services (Colorado)
Colorado
$9.41M 96,534 +164 +0.2%
SHIM
114
Stone House Investment Management
Pennsylvania
$8.7M 89,256 +3,144 +4%
Thrivent Financial for Lutherans
115
Thrivent Financial for Lutherans
Minnesota
$8.68M 89,963 -6,732 -7%
MA
116
Mutual Advisors
Nebraska
$8.56M 87,831 -4,293 -5%
SXL
117
Summit X LLC
Missouri
$8.27M 84,849 -2,541 -3%
FFA
118
Farther Finance Advisors
California
$8.24M 84,590 +8,545 +11%
WP
119
WealthShield Partners
North Carolina
$8.13M 83,466 -10,228 -11%
LWP
120
Laurel Wealth Planning
Minnesota
$8.07M 82,788 +35,753 +76%
SL
121
Sentinus LLC
Illinois
$7.93M 81,329 +1,342 +2%
PMA
122
Prudent Man Advisors
Illinois
$7.9M 81,077 +314 +0.4%
ASN
123
Advisory Services Network
Georgia
$7.83M 80,371 -5,610 -7%
PFG
124
PAX Financial Group
Texas
$7.82M 80,230 -2,074 -3%
FLPIM
125
F.L. Putnam Investment Management
Massachusetts
$7.73M 79,299 +6,404 +9%
3 4
5
6 7