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

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$43.5M
2
BF
Brooklyn FI
New York
$435K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.5B
4
BlackRock
BlackRock
New York
$1.02B
5
Morgan Stanley
Morgan Stanley
New York
$574M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPCM
551
Cardinal Point Capital Management
Ontario, Canada
$298K +$298K +3,515 New
MA
552
MONECO Advisors
Connecticut
$298K -$132K -1,560 -31%
PIMG
553
Patriot Investment Management Group
Tennessee
$297K +$2.61K +29 +0.9%
GVAG
554
Great Valley Advisor Group
Delaware
$296K +$2.29K +27 +0.8%
CF
555
Cantor Fitzgerald
New York
$295K -$14.8K -175 -5%
EFS
556
Essex Financial Services
Connecticut
$292K +$292K +3,457 New
RW
557
Rede Wealth
Virginia
$289K -$279K -3,290 -49%
TWM
558
Tanager Wealth Management
United Kingdom
$289K +$289K +3,408 New
VBFP
559
Valtinson Bruner Financial Planning
Minnesota
$288K -$1.74K -20 -0.6%
CAMG
560
CWA Asset Management Group
Florida
$288K – – –
TSS
561
Two Sigma Securities
New York
$285K -$188K -2,223 -40%
TCWA
562
Ten Capital Wealth Advisors
Washington
$284K – – –
ADIM
563
Alpha DNA Investment Management
Maryland
$283K -$11.7K -138 -4%
WAM
564
WNY Asset Management
New York
$283K +$283K +3,344 New
Bank of Nova Scotia
565
Bank of Nova Scotia
Ontario, Canada
$280K – – –
F
566
F3Logic
Minnesota
$278K +$23.6K +278 +9%
GBS
567
Gallagher Benefit Services
Illinois
$278K +$278K +3,280 New
SYBT
568
Stock Yards Bank & Trust
Kentucky
$277K – – –
CAM
569
Cresset Asset Management
Illinois
$276K -$158K -2,433 -36%
JFG
570
Jefferies Financial Group
New York
$272K +$272K +3,213 New
OPWM
571
Oxinas Partners Wealth Management
Indiana
$272K -$941K -11,108 -78%
WT
572
Whittier Trust
California
$272K +$28.8K +340 +12%
CWM
573
Centurion Wealth Management
Virginia
$271K +$271K +3,199 New
SA
574
SL Advisors
New Jersey
$270K +$2.37K +28 +0.9%
OPCM
575
Osborne Partners Capital Management
California
$269K -$3.39K -40 -1%
21 22
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