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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 %
T
101
TNF
Montana
$9.33M 99,874 -46,842 -32%
PL
102
Plancorp LLC
Missouri
$9.3M 99,018 +1,623 +2%
AWM
103
AE Wealth Management
Kansas
$8.97M 95,530 -30,637 -24%
ACA
104
Affinity Capital Advisors
California
$8.5M 90,525 +82,181 +985%
LWP
105
Laurel Wealth Planning
Minnesota
$8.27M 88,042 +5,254 +6%
BRWA
106
B. Riley Wealth Advisors
Florida
$8.26M 87,574 -26,707 -23%
WA
107
Wealth Alliance
New York
$8.14M 86,731 -22,600 -21%
Corient Private Wealth
108
Corient Private Wealth
Florida
$8.1M 86,236 +30,977 +56%
Fisher Asset Management
109
Fisher Asset Management
Washington
$7.84M 83,444 +17,656 +27%
ASN
110
Advisory Services Network
Georgia
$7.64M 81,405 +1,034 +1%
Citigroup
111
Citigroup
New York
$7.63M 81,250 -593,295 -88%
HFA
112
High Falls Advisors
New York
$7.61M 81,007 -73,853 -48%
LNC
113
Lincoln National Corp
Pennsylvania
$7.47M 79,564 +2,618 +3%
PMA
114
Prudent Man Advisors
Illinois
$7.46M 79,449 -1,628 -2%
FLPIM
115
F.L. Putnam Investment Management
Massachusetts
$7.45M 79,288 -11 -0%
LNWWM
116
Laird Norton Wetherby Wealth Management
California
$7.38M 78,541 – –
US Bancorp
117
US Bancorp
Minnesota
$7.34M 78,176 +75,595 +2,929%
Bessemer Group
118
Bessemer Group
New Jersey
$7.27M 77,464 – –
TA
119
Tiedemann Advisors
New York
$7.2M 76,317 +4,995 +7%
BEC
120
Blue Edge Capital
Virginia
$7.19M 76,575 +448 +0.6%
PWA
121
Physician Wealth Advisors
Utah
$7.19M 75,788 -28,944 -28%
I
122
INVST
Indiana
$7.09M 75,485 -23,861 -24%
FFA
123
Farther Finance Advisors
California
$7.05M 75,043 -9,547 -11%
AllianceBernstein
124
AllianceBernstein
Tennessee
$6.87M 73,196 +8,177 +13%
PO
125
Private Ocean
California
$6.86M 73,035 -806 -1%
3 4
5
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