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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 %
HKIMG
426
Hutchens & Kramer Investment Management Group
Indiana
$738K -$29.5K -348 -4%
SWP
427
Strategic Wealth Partners
Ohio
$729K -$2.8M -32,983 -79%
LWMG
428
Levy Wealth Management Group
Pennsylvania
$709K +$80.5K +950 +13%
AF
429
Allworth Financial
California
$708K +$7.63K +90 +1%
JSL
430
JT Stratford LLC
Georgia
$703K +$703K +8,296 New
VA
431
Valmark Advisers
Ohio
$702K -$77.2K -911 -10%
ACA
432
Affinity Capital Advisors
California
$692K – – –
IFAM
433
Institutional & Family Asset Management
Colorado
$690K -$1.53K -18 -0.2%
C
434
CEDRUS
Colorado
$687K +$246K +2,902 +56%
BPA
435
Beacon Pointe Advisors
California
$681K +$242K +2,858 +55%
KIG
436
Kowal Investment Group
Wisconsin
$678K -$125K -1,470 -16%
KA
437
Kovack Advisors
Florida
$674K -$408K -4,811 -38%
IF
438
Intrua Financial
Texas
$673K -$117K -1,362 -15%
ST
439
Sentinel Trust
Texas
$658K +$37.2K +439 +6%
CPP
440
Capasso Planning Partners
South Carolina
$650K +$84.2K +993 +15%
WAP
441
Wealthcare Advisory Partners
Pennsylvania
$645K +$30.8K +363 +5%
SAM
442
Strategy Asset Managers
California
$645K +$81.6K +963 +14%
MFA
443
McClarren Financial Advisors
Pennsylvania
$641K -$34K -401 -5%
TPCW
444
TD Private Client Wealth
New York
$640K +$76.1K +898 +13%
BONH
445
Bank of New Hampshire
New Hampshire
$635K -$161K -1,905 -20%
MCA
446
MSH Capital Advisors
Arizona
$634K +$634K +7,480 New
SFG
447
SNS Financial Group
Minnesota
$632K – – –
ACS
448
Archford Capital Strategies
Illinois
$629K -$3.92M -46,278 -86%
HWA
449
Hilltop Wealth Advisors
North Carolina
$612K +$86.3K +1,018 +16%
LL
450
LWMG LLC
Minnesota
$598K +$598K +7,053 New
16 17
18
19 20