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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
1
Goldman Sachs
New York
$347M
2
SMFG
2
Sumitomo Mitsui Financial Group
Japan
$88.1M
3
M1FG
3
Mach-1 Financial Group
Arkansas
$48.7M
4
CL
4
Choreo LLC
Illinois
$26M
5
EWA
5
EP Wealth Advisors
California
$22.7M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2.06B
2
LPL Financial
2
LPL Financial
California
$501M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$243M
4
BlackRock
4
BlackRock
New York
$689M
5
PAS
5
Park Avenue Securities
New York
$201M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
176
Steward Partners Investment Advisory
New York
$4.91M -$12.9M -142,926 -72%
MCAI
177
Members Capital Advisors Inc
Wisconsin
$4.87M – – –
MOS
178
MGO One Seven
Ohio
$4.86M +$4.86M +53,680 New
SWP
179
Stratos Wealth Partners
Ohio
$4.82M -$19.8M -219,122 -80%
Corient Private Wealth
180
Corient Private Wealth
Florida
$4.8M +$1.49M +16,436 +45%
CAG
181
Csenge Advisory Group
Florida
$4.79M -$2.05M -22,704 -30%
DAS
182
Dynamic Advisor Solutions
Arizona
$4.77M +$169K +1,865 +4%
MBT
183
Montecito Bank & Trust
California
$4.77M -$164K -1,818 -3%
PA
184
Parkside Advisors
California
$4.75M +$454K +5,024 +11%
T
185
TCWP
Ohio
$4.72M -$6.45M -71,348 -58%
SWM
186
SigFig Wealth Management
California
$4.63M -$6.7M -74,073 -59%
WAS
187
Wealth Advisory Solutions
Indiana
$4.58M -$5.89M -65,067 -56%
CCFM
188
Clear Creek Financial Management
Washington
$4.54M -$1.27M -14,006 -22%
WWP
189
WR Wealth Planners
Missouri
$4.52M -$2.3M -25,444 -34%
FWP
190
Firethorn Wealth Partners
Georgia
$4.44M -$6.18M -67,599 -58%
FCA
191
FLC Capital Advisors
California
$4.38M -$846K -9,357 -16%
EWM
192
Empirical Wealth Management
Washington
$4.37M +$286K +3,165 +7%
FWI
193
Facet Wealth Inc
Maryland
$4.34M -$98.5K -1,089 -2%
WWP
194
Waypoint Wealth Partners
California
$4.28M -$1.97M -21,725 -31%
AF
195
Advisornet Financial
Minnesota
$4.27M -$4.98M -55,057 -54%
GWM
196
GSB Wealth Management
Connecticut
$4.26M -$545K -6,238 -11%
LWP
197
Laurel Wealth Planning
Minnesota
$4.25M -$740K -8,178 -15%
NL
198
NWAM LLC
Washington
$4.25M -$2.57M -28,456 -38%
AWE
199
Avidian Wealth Enterprises
Texas
$4.22M -$3.62M -40,059 -46%
MMA
200
Miracle Mile Advisors
California
$4.19M -$20.4K -226 -0.5%
6 7
8
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