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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
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 Holding Trade Value Shares
Change 		Shares
Change %
CA
201
CoreCap Advisors
Michigan
$3.98M +$3.98M +40,853 New
TLFA
202
True Link Financial Advisors
California
$3.96M -$33.7M -345,766 -89%
OAP
203
One Advisory Partners
Kansas
$3.92M -$1.82M -18,703 -32%
RF
204
RHS Financial
California
$3.79M +$59.4K +609 +2%
RZH
205
Relyea Zuckerberg Hanson
Connecticut
$3.73M +$669K +6,868 +22%
IA
206
IFG Advisory
Georgia
$3.68M -$387K -3,970 -10%
MCWS
207
McKinley Carter Wealth Services
West Virginia
$3.66M +$352K +3,611 +11%
RSWM
208
Robertson Stephens Wealth Management
California
$3.65M -$42.1K -432 -1%
PFGIA
209
Patriot Financial Group Insurance Agency
Massachusetts
$3.64M -$1.8M -18,459 -33%
CW
210
CreativeOne Wealth
Kansas
$3.61M +$58.8K +603 +2%
IAN
211
Integrated Advisors Network
Texas
$3.54M -$223K -2,290 -6%
MAM
212
Magellan Asset Management
Australia
$3.52M +$474K +4,863 +16%
MMA
213
Miracle Mile Advisors
California
$3.47M -$1.04M -10,720 -23%
Fidelity Investments
214
Fidelity Investments
Massachusetts
$3.47M +$178K +1,831 +5%
WWA
215
WCG Wealth Advisors
Nevada
$3.47M +$3.47M +35,660 New
DI
216
DFPG Investments
Utah
$3.42M -$1.02M -10,114 -23%
PIA
217
Perennial Investment Advisors
California
$3.41M +$45.1K +463 +1%
GW
218
GW & Wade
Massachusetts
$3.37M -$23.9K -245 -0.7%
LSAG
219
Lake Street Advisors Group
New Hampshire
$3.36M +$184K +1,884 +6%
CC
220
Copperleaf Capital
North Carolina
$3.35M -$2.69M -27,623 -45%
FCA
221
FLC Capital Advisors
California
$3.34M -$1.38M -14,148 -29%
AAMC
222
Asset Allocation & Management Company
Illinois
$3.31M – – –
CWM
223
Certus Wealth Management
California
$3.31M +$3.31M +34,002 New
Baird Financial Group
224
Baird Financial Group
Wisconsin
$3.23M -$438K -4,493 -12%
BWM
225
Baystate Wealth Management
Massachusetts
$3.19M +$1.31M +13,476 +70%
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9
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