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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 %
PCS
576
Personal CFO Solutions
New Jersey
$267K -$2.97K -35 -1%
TIM
577
Tortoise Investment Management
New York
$263K – – –
AWA
578
Arkadios Wealth Advisors
Georgia
$262K -$32.6K -385 -11%
PPW
579
Presilium Private Wealth
Pennsylvania
$255K +$255K +3,014 New
APWA
580
Atlas Private Wealth Advisors
New Jersey
$255K +$1.44K +17 +0.6%
LF
581
Lee Financial
Texas
$254K +$254K +3,000 New
MWM
582
Modera Wealth Management
New Jersey
$254K +$254K +3,000 New
BSW
583
Buckingham Strategic Wealth
Missouri
$250K +$20.9K +246 +9%
WFAG
584
Worth Financial Advisory Group
North Carolina
$250K +$250K +2,950 New
TFS
585
TrustCore Financial Services
Tennessee
$250K -$4.92K -58 -2%
OC
586
Oppenheimer & Co
New York
$250K – – –
TFS
587
Thoroughbred Financial Services
Tennessee
$249K +$169 +2 +0.1%
FCA
588
Fortis Capital Advisors
Kansas
$247K +$247K +2,909 New
LWM
589
Laidlaw Wealth Management
New York
$240K – – –
MSFS
590
Main Street Financial Solutions
Pennsylvania
$240K +$240K +2,829 New
1WA
591
180 Wealth Advisors
Washington
$240K -$96.9K -1,079 -29%
NFSG
592
Newbridge Financial Services Group
Florida
$237K +$763 +9 +0.3%
VFIC
593
Valley Forge Investment Consultants
Pennsylvania
$236K – – –
FMN
594
Financial Management Network
California
$235K +$235K +2,766 New
JF
595
JSF Financial
California
$233K +$11.1K +131 +5%
AA
596
Advisory Alpha
Michigan
$231K +$231K +2,722 New
DFA
597
DHK Financial Advisors
New Hampshire
$230K – – –
BCMO
598
Buckingham Capital Management (Ohio)
Ohio
$229K -$114K -1,341 -33%
VCM
599
Vivaldi Capital Management
Illinois
$227K – – –
PP
600
PDS Planning
Ohio
$224K +$224K +2,641 New
22 23
24
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