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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.

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
1
JPMorgan Chase & Co
New York
$883M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$145M
3
AWA
3
Arete Wealth Advisors
Illinois
$4.28B
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$67.8M
5
TLIC
5
Taiyo Life Insurance Company
Japan
$111M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$43.5M
2
BF
2
Brooklyn FI
New York
$435K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.5B
4
BlackRock
4
BlackRock
New York
$1.02B
5
Morgan Stanley
5
Morgan Stanley
New York
$574M
Name Market Value Shares Shares
Change 		Shares
Change %
JC
26
JB Capital
Connecticut
$104M 1,224,238 -75,726 -6%
Wealthfront Advisers
27
Wealthfront Advisers
California
$94M 1,109,107 +44,241 +4%
KAS
28
Kestra Advisory Services
Texas
$89.3M 1,053,530 -10,395 -1%
AWM
29
AE Wealth Management
Kansas
$86M 1,014,961 -226,592 -18%
Mirae Asset Global Investments
30
Mirae Asset Global Investments
South Korea
$79M 932,600 -78,800 -8%
UBS Group
31
UBS Group
Switzerland
$73.4M 865,887 -272,610 -24%
PCA
32
Personal Capital Advisors
California
$71.2M 840,339 +39,108 +5%
JPMPWA
33
J.P. Morgan Private Wealth Advisors
California
$67.8M 800,307 +741,760 +1,267%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$67.3M 793,655 +39,385 +5%
CAN
35
Cetera Advisor Networks
California
$63.8M 752,711 +517,606 +220%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$63.7M 751,419 -239,035 -24%
Stifel Financial
37
Stifel Financial
Missouri
$56.8M 670,104 -74,533 -10%
AWS
38
Atria Wealth Solutions
New York
$56.3M 664,227 -89,557 -12%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$55.4M 653,811 -252,373 -28%
CW
40
CreativeOne Wealth
Kansas
$52.4M 618,620 -144,601 -19%
SHJ
41
Sharkey, Howes & Javer
Colorado
$52M 614,136 -200,307 -25%
Mercer Global Advisors
42
Mercer Global Advisors
Colorado
$50.6M 597,403 -34,615 -5%
BTI
43
Blue Trust Inc
Georgia
$48.3M 607,626 -65,267 -10%
IWA
44
Icon Wealth Advisors
Texas
$45.3M 534,909 -52,064 -9%
CIAS
45
CFS Investment Advisory Services
New Jersey
$43.5M 513,708 -47,829,910 -99%
AI
46
Atria Investments
North Carolina
$41.8M 492,753 -119,927 -20%
TLFA
47
True Link Financial Advisors
California
$41.6M 491,421 -14,871 -3%
APW
48
Austin Private Wealth
Texas
$39.6M 467,082 -6,217 -1%
Prudential Financial
49
Prudential Financial
New Jersey
$39.6M 466,911 +2,789 +0.6%
FIA
50
Foundations Investment Advisors
Arizona
$38M 448,229 -63,124 -12%
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