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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2.04B 20,934,529 -1,848,136 -8%
Bank of America
2
Bank of America
North Carolina
$1.37B 14,027,628 -135,452 -1%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$858M 8,801,660 +376,970 +4%
BlackRock
4
BlackRock
New York
$593M 6,087,632 -1,528,337 -20%
LPL Financial
5
LPL Financial
California
$465M 4,767,181 -767,857 -14%
TF
6
TIAA FSB
Florida
$445M 4,566,732 +122,786 +3%
Northern Trust
7
Northern Trust
Illinois
$430M 4,408,789 +2,771,545 +169%
Morgan Stanley
8
Morgan Stanley
New York
$372M 3,813,445 -95,777 -2%
Goldman Sachs
9
Goldman Sachs
New York
$364M 3,739,149 -100,812 -3%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$270M 2,767,687 +83,387 +3%
Betterment LLC
11
Betterment LLC
New York
$251M 2,571,830 +43,385 +2%
Wells Fargo
12
Wells Fargo
California
$248M 2,540,563 -217,421 -8%
MB
13
Mizuho Bank
Japan
$244M 2,500,000 +2,500,000 New
Osaic Holdings
14
Osaic Holdings
Arizona
$208M 2,135,196 -215,026 -9%
AA
15
Acorns Advisers
California
$204M 2,094,142 +82,660 +4%
BOI
16
Bank of Italy
Italy
$202M 2,068,908 – –
PAS
17
Park Avenue Securities
New York
$198M 2,027,424 -198,755 -9%
MML Investors Services
18
MML Investors Services
Massachusetts
$142M 1,453,787 -204,654 -12%
Wealthfront Advisers
19
Wealthfront Advisers
California
$137M 1,408,115 +156,982 +13%
TLIC
20
Taiyo Life Insurance Company
Japan
$127M 1,307,000 – –
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$119M 1,223,249 -100,919 -8%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$99.7M 1,022,765 -3,159 -0.3%
Ameriprise
23
Ameriprise
Minnesota
$94.3M 967,351 -70,814 -7%
Empower Advisory Group
24
Empower Advisory Group
Colorado
$85.5M 877,057 +12,969 +2%
JPMPWA
25
J.P. Morgan Private Wealth Advisors
California
$83.2M 853,275 -2,769 -0.3%
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