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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 %
VIA
401
Vident Investment Advisory
Georgia
$870K +$870K +10,262 New
RIG
402
Ramiah Investment Group
Wisconsin
$853K +$853K +10,070 New
TIA
403
Traphagen Investment Advisors
New Jersey
$836K +$836K +9,865 New
SWM
404
Seaside Wealth Management
California
$831K -$64.7K -763 -7%
GKWIM
405
Gerber Kawasaki Wealth & Investment Management
California
$827K +$827K +9,755 New
CPIG
406
Chicago Partners Investment Group
Illinois
$826K +$96.2K +1,044 +13%
CFG
407
Citizens Financial Group
Rhode Island
$823K +$610K +7,201 +287%
MCM
408
MAI Capital Management
Ohio
$816K +$78.6K +927 +11%
BHPW
409
Beverly Hills Private Wealth
California
$811K +$811K +9,572 New
WF
410
Wayfinding Financial
Washington
$810K -$315K -3,251 -28%
MFA
411
Morling Financial Advisors
California
$805K -$89.8K -1,060 -10%
API
412
Advisor Partners II
California
$798K +$20.6K +243 +3%
CCM
413
Coldstream Capital Management
Washington
$794K +$794K +9,365 New
KL
414
KilterHowling LLC
Colorado
$794K +$11.1K +131 +1%
SI
415
Stephens Inc
Arkansas
$792K – – –
HWM
416
Hohimer Wealth Management
Washington
$790K -$526K -6,212 -40%
MSA
417
Marino Stram & Associates
Massachusetts
$766K -$624K -7,364 -45%
SVWAG
418
Sound View Wealth Advisors Group
Georgia
$762K -$12.3K -117 -2%
BFG
419
Beacon Financial Group
Texas
$761K -$136K -1,605 -15%
SWP
420
Semus Wealth Partners
Florida
$755K +$755K +8,907 New
EPP
421
ETF Portfolio Partners
Kansas
$751K +$5.85K +69 +0.8%
RCS
422
Retirement Capital Strategies
California
$746K -$97K -1,144 -11%
RB
423
Renasant Bank
Mississippi
$743K +$238K +2,810 +47%
TA
424
TrueWealth Advisors
Alabama
$741K -$162K -1,913 -18%
PNC Financial Services Group
425
PNC Financial Services Group
Pennsylvania
$740K +$43.8K +517 +6%
15 16
17
18 19