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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 %
AWM
276
Aspire Wealth Management
Massachusetts
$2.5M -$145K -1,708 -5%
SWM
277
Spire Wealth Management
Virginia
$2.44M +$902K +10,644 +59%
PPC
278
Park Place Capital
Alabama
$2.42M +$2.42M +28,547 New
RLIM
279
Red Lighthouse Investment Management
New York
$2.41M +$2.41M +28,475 New
SW
280
Simplicity Wealth
New Jersey
$2.39M +$2.39M +28,228 New
IAG
281
Ipsen Advisor Group
Arkansas
$2.37M +$2.37M +28,014 New
IWA
282
Intercontinental Wealth Advisors
Texas
$2.37M +$39.8K +470 +2%
CPG
283
Cornerstone Planning Group
New Jersey
$2.37M +$2.37M +27,446 New
ICP
284
Interchange Capital Partners
Pennsylvania
$2.35M +$126K +1,483 +6%
EH
285
Equitable Holdings
New York
$2.32M +$42.7K +504 +2%
MCC
286
Money Concepts Capital
Florida
$2.31M +$81.2K +958 +4%
VAS
287
Vestmark Advisory Solutions
Massachusetts
$2.28M -$618K -7,290 -21%
DT
288
Diversified Trust
Tennessee
$2.28M -$335K -3,950 -13%
QPWM
289
Quadrant Private Wealth Management
Pennsylvania
$2.27M +$2.27M +26,833 New
D
290
Dentgroup
Louisiana
$2.24M +$222K +2,622 +11%
Citadel Advisors
291
Citadel Advisors
Florida
$2.21M -$1.88M -22,179 -46%
TWP
292
Tempus Wealth Planning
California
$2.21M -$215K -2,538 -9%
PA
293
Planning Alternatives
Michigan
$2.2M -$186K -2,195 -8%
AA
294
Ancora Advisors
Ohio
$2.19M +$16K +189 +0.7%
VCM
295
Vision Capital Management
Oregon
$2.18M -$31.7K -374 -1%
PI
296
PFS Investments
Georgia
$2.14M -$71.3K -841 -3%
BNP Paribas Financial Markets
297
BNP Paribas Financial Markets
France
$2.12M – – –
TWC
298
TD Waterhouse Canada
Ontario, Canada
$2.11M +$1.77K +21 +0.1%
HF
299
HRT Financial
New York
$2.1M +$1.73M +20,404 +467%
RZH
300
Relyea Zuckerberg Hanson
Connecticut
$2.1M +$1.71M +20,234 +449%
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