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iShares ESG Aware MSCI USA ETF
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Overview Fund Activity

704 hedge funds and large institutions have $22.1B invested in iShares ESG Aware MSCI USA ETF in 2022 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 187 increasing their positions, 334 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
704
Holders Change
+41
Holders Change %
+6.18%
% of All Funds
11.36%
Holding in Top 10
105
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.25%
% of All Funds
1.69%
New
107
Increased
187
Reduced
334
Closed
52
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$883M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$145M
3
AWA
Arete Wealth Advisors
Illinois
$4.28B
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$67.8M
5
TLIC
Taiyo Life Insurance Company
Japan
$111M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$43.5M
2
BF
Brooklyn FI
New York
$435K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.5B
4
BlackRock
BlackRock
New York
$1.02B
5
Morgan Stanley
Morgan Stanley
New York
$574M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIAS
226
Capital Investment Advisory Services
North Carolina
$3.99M -$2.45M -28,868 -38%
Susquehanna International Group
227
Susquehanna International Group
Pennsylvania
$3.98M -$6.25M -73,731 -61%
BOH
228
Bank of Hawaii
Hawaii
$3.95M – – –
MMA
229
Miracle Mile Advisors
California
$3.95M -$243K -2,867 -6%
CFD
230
Creative Financial Designs
Indiana
$3.84M -$255K -3,008 -6%
EWM
231
Empirical Wealth Management
Washington
$3.83M +$157K +1,849 +4%
SPC
232
Sigma Planning Corp
Michigan
$3.77M -$262K -3,096 -6%
KFAA
233
Klaas Financial Asset Advisors
Illinois
$3.68M +$163K +1,925 +5%
PAMG
234
Patton Albertson Miller Group
Tennessee
$3.58M -$3.6M -42,502 -50%
FWCM
235
Ferguson Wellman Capital Management
Oregon
$3.57M +$88.9K +1,049 +3%
IA
236
IFG Advisory
Georgia
$3.51M -$108K -1,274 -3%
RF
237
RHS Financial
California
$3.49M +$157K +1,849 +5%
CFG
238
Cooper Financial Group
California
$3.49M -$267K -3,146 -7%
IAN
239
Integrated Advisors Network
Texas
$3.46M -$611K -7,205 -15%
Cerity Partners
240
Cerity Partners
New York
$3.46M +$1.16M +13,678 +50%
CRI
241
Commonwealth Retirement Investments
Virginia
$3.43M +$3.43M +40,510 New
MHR
242
Matthew Hamilton Rosenberg
$3.42M -$585K -6,897 -15%
BFEC
243
Benjamin F. Edwards & Company
Missouri
$3.39M -$523K -6,173 -13%
RFP
244
RCS Financial Planning
Maryland
$3.37M +$3.37M +39,766 New
Jane Street
245
Jane Street
New York
$3.36M -$7.97M -94,090 -70%
PIA
246
Perennial Investment Advisors
California
$3.34M -$18.1K -214 -0.5%
MHB
247
Midwest Heritage Bank
Iowa
$3.31M -$611K -7,210 -16%
RCM
248
Raleigh Capital Management
North Carolina
$3.3M -$528K -6,234 -14%
IFWM
249
Institute for Wealth Management
Colorado
$3.27M -$293K -3,463 -8%
MIM
250
Macroview Investment Management
Maryland
$3.26M -$184K -2,171 -5%
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