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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 %
Wealth Enhancement Advisory Services
201
Wealth Enhancement Advisory Services
Minnesota
$4.18M +$1.01M +11,161 +32%
BOH
202
Bank of Hawaii
Hawaii
$4.18M -$43K -475 -1%
TC
203
Trilogy Capital
California
$4.17M -$217K -2,396 -5%
BHWM
204
Bay Harbor Wealth Management
Maryland
$4.16M -$9.1M -100,600 -69%
KFAA
205
Klaas Financial Asset Advisors
Illinois
$4.15M +$215K +2,378 +5%
CIAS
206
Capital Investment Advisory Services
North Carolina
$4.14M -$122K -1,350 -3%
DI
207
DFPG Investments
Utah
$3.99M +$3.47M +38,335 +663%
FWCM
208
Ferguson Wellman Capital Management
Oregon
$3.97M +$161K +1,777 +4%
MLA
209
My Legacy Advisors
Oregon
$3.85M -$3.02M -33,443 -44%
VFA
210
Valeo Financial Advisors
Indiana
$3.84M +$3.84M +42,498 New
MYIA
211
Mount Yale Investment Advisors
Colorado
$3.84M -$3.29M -36,339 -46%
IA
212
IFG Advisory
Georgia
$3.78M +$26.4K +292 +0.7%
HPM
213
Hoxton Planning & Management
West Virginia
$3.76M -$8.11M -89,699 -68%
WHCI
214
W.H. Cornerstone Investments
Massachusetts
$3.65M -$461K -5,095 -11%
AG
215
Ascent Group
Virginia
$3.64M -$5.15M -56,990 -59%
IFWM
216
Institute for Wealth Management
Colorado
$3.6M +$103K +1,134 +3%
PAMG
217
Patton Albertson Miller Group
Tennessee
$3.6M -$223K -2,462 -6%
Cerity Partners
218
Cerity Partners
New York
$3.53M -$159K -1,760 -4%
IAN
219
Integrated Advisors Network
Texas
$3.49M -$201K -2,218 -5%
SPC
220
Sigma Planning Corp
Michigan
$3.48M -$548K -6,060 -14%
RF
221
RHS Financial
California
$3.46M -$265K -2,927 -7%
RSWM
222
Robertson Stephens Wealth Management
California
$3.42M -$855K -9,450 -20%
Baird Financial Group
223
Baird Financial Group
Wisconsin
$3.4M -$3.79M -41,863 -53%
CWA
224
Clearview Wealth Advisors
Oregon
$3.3M -$5.08M -56,190 -61%
CW
225
CreativeOne Wealth
Kansas
$3.3M -$52.6M -582,150 -94%
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