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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 %
SQA
451
Simon Quick Advisors
New Jersey
$597K -$32.9K -388 -5%
LWP
452
Lumature Wealth Partners
Georgia
$596K -$58.2K -687 -9%
AF
453
Affiance Financial
Minnesota
$595K +$595K +7,019 New
SP
454
Symmetry Partners
Connecticut
$592K -$92.4K -1,090 -13%
GG
455
GenWealth Group
New Jersey
$580K +$580K +6,849 New
AC
456
AlphaCore Capital
California
$578K +$128K +1,516 +29%
CIBC World Market
457
CIBC World Market
Ontario, Canada
$576K +$191K +2,250 +49%
PFA
458
Pure Financial Advisors
California
$572K +$87.1K +1,028 +18%
CC
459
Chicago Capital
Illinois
$568K – – –
FHA
460
Flagship Harbor Advisors
Massachusetts
$567K +$2.54K +30 +0.5%
DWP
461
Destiny Wealth Partners
Florida
$567K -$116K -1,368 -17%
EFL
462
ERn Financial LLC
Wisconsin
$565K +$50.9K +601 +10%
ACP
463
Aveo Capital Partners
Colorado
$562K -$242K -2,855 -30%
AFP
464
Ausdal Financial Partners
Iowa
$551K -$76.9K -907 -12%
WCFA
465
Walkner Condon Financial Advisors
Wisconsin
$543K +$5.68K +67 +1%
USCWA
466
U.S. Capital Wealth Advisors
Texas
$534K -$44.3K -523 -8%
Lido Advisors
467
Lido Advisors
California
$529K +$200K +2,359 +61%
MC
468
Moors & Cabot
Massachusetts
$523K -$39.7K -468 -7%
GFPC
469
Global Financial Private Client
Florida
$520K -$935K -11,035 -64%
CPO
470
Cerity Partners OCIO
New York
$516K +$139K +1,643 +37%
AAM
471
Ameraudi Asset Management
New York
$510K +$152K +1,793 +42%
DI
472
DFPG Investments
Utah
$507K +$243K +2,776 +92%
RWA
473
Rooted Wealth Advisors
Illinois
$502K +$502K +5,923 New
VWA
474
Visionary Wealth Advisors
Illinois
$501K -$49K -578 -9%
TWA
475
Talisman Wealth Advisors
New Jersey
$501K +$501K +5,912 New
17 18
19
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