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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 %
LAS
376
Lloyd Advisory Services
Georgia
$1.04M -$128K -1,515 -11%
HGWM
377
Harvest Group Wealth Management
Massachusetts
$1.04M -$116K -1,369 -10%
DC
378
Davenport & Co
Virginia
$1.04M -$107K -1,264 -9%
RCAG
379
Rehmann Capital Advisory Group
Michigan
$1.04M -$149K -1,759 -13%
COCM
380
Charter Oak Capital Management
New Hampshire
$1.01M +$50.6K +597 +5%
TC
381
TownSquare Capital
Utah
$1.01M -$70.4K -831 -7%
MA
382
MKT Advisors
California
$991K +$303K +3,462 +44%
SPWG
383
Syntegra Private Wealth Group
Missouri
$988K +$988K +11,659 New
PWMG
384
Pioneer Wealth Management Group
Texas
$988K +$988K +11,653 New
BBHC
385
Brown Brothers Harriman & Co
New York
$984K – – –
FPGK
386
Financial Partners Group (Kansas)
Kansas
$975K -$205K -2,240 -17%
IGWM
387
ICA Group Wealth Management
Colorado
$959K -$27.7K -327 -3%
MSWMA
388
Market Street Wealth Management Advisors
Indiana
$959K -$21.7M -256,216 -96%
CAM
389
Crestone Asset Management
Colorado
$944K -$712K -8,399 -43%
JFG
390
JMG Financial Group
Illinois
$942K +$137K +1,622 +17%
BIA
391
Bigelow Investment Advisors
Maine
$925K +$57.5K +678 +7%
3LCM
392
3D/L Capital Management
Connecticut
$920K -$95.9K -1,132 -9%
PFA
393
Pinnacle Family Advisors
Missouri
$919K -$144K -1,694 -14%
OLVIG
394
Oliver Lagore Vanvalin Investment Group
Michigan
$914K -$764K -9,019 -46%
IWM
395
IHT Wealth Management
Illinois
$913K -$921K -10,873 -50%
JWCA
396
J.W. Cole Advisors
Florida
$912K -$105K -1,241 -10%
RP
397
Riverwater Partners
Wisconsin
$905K -$438K -5,170 -33%
1SB
398
1ST Source Bank
Indiana
$884K – – –
EWA
399
EP Wealth Advisors
California
$882K -$35.5K -419 -4%
AF
400
Apexium Financial
Texas
$870K -$3.34M -39,419 -79%
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