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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.

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
Empower Advisory Group
3
Empower Advisory Group
Colorado
$78.3M
4
M1FG
4
Mach-1 Financial Group
Arkansas
$48.7M
5
IWP
5
Icon Wealth Partners
Texas
$29.1M

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 Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2.06B 22,782,665 -30,353,551 -57%
Bank of America
2
Bank of America
North Carolina
$1.28B 14,163,080 -623,703 -4%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$762M 8,424,690 -1,991,803 -19%
BlackRock
4
BlackRock
New York
$689M 7,615,969 -4,407,211 -37%
LPL Financial
5
LPL Financial
California
$501M 5,535,038 -6,175,339 -53%
TF
6
TIAA FSB
Florida
$402M 4,443,946 +51,197 +1%
Morgan Stanley
7
Morgan Stanley
New York
$354M 3,909,222 -2,860,848 -42%
Goldman Sachs
8
Goldman Sachs
New York
$347M 3,839,961 +1,228,886 +47%
Wells Fargo
9
Wells Fargo
California
$249M 2,757,984 -253,538 -8%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$243M 2,684,300 -4,456,228 -62%
Betterment LLC
11
Betterment LLC
New York
$229M 2,528,445 +47,569 +2%
Osaic Holdings
12
Osaic Holdings
Arizona
$213M 2,350,222 -2,815,167 -55%
PAS
13
Park Avenue Securities
New York
$201M 2,226,179 -2,932,319 -57%
BOI
14
Bank of Italy
Italy
$187M 2,068,908 – –
AA
15
Acorns Advisers
California
$182M 2,011,482 +168,568 +9%
MML Investors Services
16
MML Investors Services
Massachusetts
$150M 1,658,441 -1,817,930 -52%
Northern Trust
17
Northern Trust
Illinois
$148M 1,637,244 -63,866 -4%
TLIC
18
Taiyo Life Insurance Company
Japan
$118M 1,307,000 – –
Wealthfront Advisers
19
Wealthfront Advisers
California
$113M 1,251,133 +142,026 +13%
Ameriprise
20
Ameriprise
Minnesota
$94M 1,038,165 -876,878 -46%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$92.8M 1,025,924 -1,708,085 -62%
SMFG
22
Sumitomo Mitsui Financial Group
Japan
$88.1M 974,038 +974,038 New
Mirae Asset Global Investments
23
Mirae Asset Global Investments
South Korea
$85.2M 941,730 +9,130 +1%
Empower Advisory Group
24
Empower Advisory Group
Colorado
$78.3M 864,088 +864,088 New
JPMPWA
25
J.P. Morgan Private Wealth Advisors
California
$77.4M 856,044 +55,737 +7%
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