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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 %
GWP
251
Gateway Wealth Partners
Wisconsin
$3.2M +$3.2M +37,762 New
BWM
252
Baystate Wealth Management
Massachusetts
$3.19M -$665K -7,849 -17%
WIA
253
World Investment Advisors
California
$3.17M -$338K -3,989 -10%
TRCT
254
Tower Research Capital (TRC)
New York
$3.17M +$1.07M +12,651 +51%
Wealth Enhancement Advisory Services
255
Wealth Enhancement Advisory Services
Minnesota
$3.12M -$131K -1,478 -4%
Corient Private Wealth
256
Corient Private Wealth
Florida
$3.1M +$3.1M +36,618 New
HWM
257
HB Wealth Management
Georgia
$3.1M -$244K -2,878 -7%
FA
258
FDx Advisors
Illinois
$3.08M +$559K +6,598 +22%
RW
259
Regimen Wealth
Georgia
$3.07M +$3.07M +36,321 New
GCA
260
Greenwood Capital Associates
South Carolina
$2.99M -$53K -625 -2%
AWM
261
Alterna Wealth Management
Texas
$2.92M -$104K -1,228 -3%
GW
262
GW & Wade
Massachusetts
$2.88M +$95.6K +1,128 +3%
SFG
263
Sovereign Financial Group
Connecticut
$2.88M +$1.12M +13,252 +64%
AAMC
264
Asset Allocation & Management Company
Illinois
$2.88M +$2.88M +34,000 New
HWMA
265
Heritage Wealth Management (Arizona)
Arizona
$2.81M +$1.39M +16,390 +98%
DE
266
Day & Ennis
Georgia
$2.75M -$1.56M -18,368 -36%
LSAG
267
Lake Street Advisors Group
New Hampshire
$2.74M -$1.15M -13,613 -30%
MCWS
268
McKinley Carter Wealth Services
West Virginia
$2.72M -$148K -1,750 -5%
CAL
269
Capital Analysts LLC
Pennsylvania
$2.67M -$61.4K -725 -2%
Fidelity Investments
270
Fidelity Investments
Massachusetts
$2.66M -$146K -1,720 -5%
TPWA
271
TRUE Private Wealth Advisors
Oregon
$2.66M -$298K -3,522 -10%
MAM
272
Magellan Asset Management
Australia
$2.65M – – –
WAL
273
W Advisors LLC
Tennessee
$2.65M -$741K -8,748 -22%
EL
274
EQ LLC
Washington
$2.63M -$93.9K -1,108 -3%
VCP
275
Verus Capital Partners
Arizona
$2.57M -$157K -1,858 -6%
9 10
11
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