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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 %
SFS
476
Security Financial Services
Indiana
$501K -$19.5K -230 -4%
WI
477
Wintrust Investments
Illinois
$500K +$500K +5,901 New
SAG
478
SageView Advisory Group
California
$497K +$497K +5,866 New
WFA
479
Wade Financial Advisory
California
$497K +$497K +5,865 New
FRA
480
Front Row Advisors
California
$493K – – –
WC
481
Weil Company
California
$493K +$493K +5,817 New
CF
482
Centaurus Financial
California
$487K -$4.46M -52,545 -90%
CB
483
Commerce Bank
Missouri
$485K +$82.6K +975 +21%
NRC
484
New Republic Capital
North Carolina
$480K +$480K +5,661 New
KPWS
485
Kestra Private Wealth Services
Texas
$474K -$186K -2,191 -28%
SFC
486
SYM Financial Corp
Indiana
$468K +$468K +5,528 New
RFA
487
Resurgent Financial Advisors
Georgia
$466K -$85.7K -1,011 -16%
ACA
488
Aptus Capital Advisors
Alabama
$465K +$26.4K +312 +6%
UFA
489
US Financial Advisors
Massachusetts
$462K +$462K +5,453 New
JCM
490
Janney Capital Management
Pennsylvania
$456K +$456K +5,382 New
PFA
491
Pettinga Financial Advisors
Indiana
$456K -$39.5M -465,527 -99%
CGL
492
Clarius Group LLC
Washington
$446K -$13.1K -154 -3%
OWM
493
Opes Wealth Management
California
$443K – – –
LFA
494
Level Financial Advisors
New York
$442K – – –
WP
495
WealthSpring Partners
California
$441K -$6.07M -71,617 -93%
BF
496
Brooklyn FI
New York
$435K -$559M -5,139 -100%
SAS
497
Sage Advisory Services
Texas
$435K -$2.55K -30 -0.6%
Renaissance Technologies
498
Renaissance Technologies
New York
$432K +$16.9K +200 +4%
MWM
499
Mascoma Wealth Management
New Hampshire
$432K +$115K +1,355 +36%
CWM
500
Cranbrook Wealth Management
Michigan
$429K +$48.7K +575 +13%
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