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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
+$370M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$109M
3
AWA
Arete Wealth Advisors
Illinois
+$98M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$62.9M
5
TLIC
Taiyo Life Insurance Company
Japan
+$44.2M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$4.05B
2
BF
Brooklyn FI
New York
-$559M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$536M
4
BlackRock
BlackRock
New York
-$170M
5
Morgan Stanley
Morgan Stanley
New York
-$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
OFG
351
OmniStar Financial Group
North Carolina
$1.23M -$68.5K -808 -5%
JPG
352
Jordan Park Group
California
$1.21M +$1.87K +22 +0.2%
ACM
353
Absolute Capital Management
Pennsylvania
$1.2M -$53.6K -632 -4%
NRI
354
NFP Retirement Inc
California
$1.2M +$98.6K +1,163 +9%
LA
355
LexAurum Advisors
Kansas
$1.19M -$220K -2,600 -16%
TFO
356
Tarbox Family Office
California
$1.17M +$131K +1,540 +13%
William Blair & Company
357
William Blair & Company
Illinois
$1.16M -$46.8K -552 -4%
CAM
358
Concorde Asset Management
Michigan
$1.15M -$3.69M -43,485 -76%
LFA
359
LGT Financial Advisors
Texas
$1.15M +$1.15M +13,601 New
G
360
GenTrust
Florida
$1.15M +$131K +1,540 +13%
WS
361
Wedbush Securities
California
$1.13M +$79.3K +936 +8%
GIA
362
Gladstone Institutional Advisory
Florida
$1.13M -$745K -8,785 -40%
MWA
363
MFA Wealth Advisors
Pennsylvania
$1.12M – – –
KFS
364
Kelly Financial Services
Massachusetts
$1.12M -$134K -1,584 -11%
FCI
365
Financial Counselors Inc
Kansas
$1.12M -$51.9K -613 -4%
Franklin Resources
366
Franklin Resources
California
$1.11M – – –
LW
367
Libra Wealth
California
$1.1M – – –
VC
368
Veracity Capital
Georgia
$1.1M -$64.5K -761 -6%
CTC
369
Central Trust Company
Missouri
$1.1M -$28.9K -341 -3%
HIF
370
Hill Island Financial
Michigan
$1.08M +$1.08M +12,790 New
WWM
371
Western Wealth Management
Colorado
$1.08M -$2M -23,585 -65%
SP
372
Successful Portfolios
Florida
$1.08M -$75.4K -890 -7%
UB
373
UMB Bank
Missouri
$1.08M – – –
SFA
374
Sequoia Financial Advisors
Ohio
$1.05M +$339 +4 +0%
AAS
375
Ameritas Advisory Services
Nebraska
$1.04M +$53.5K +631 +5%
13 14
15
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