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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 Holding Trade Value Shares
Change 		Shares
Change %
VF
701
VitalStone Financial
Texas
$2K +$2K +25 New
CASC
702
Coppell Advisory Solutions Corp
Texas
$1.36K +$1.36K +16 New
CAS
703
Coppell Advisory Solutions
Texas
$1.36K +$1.36K +16 New
VNA
704
Valley National Advisers
Pennsylvania
$1K +$1K +22 New
RF
705
Robbins Farley
New Hampshire
$593 – – –
SPWM
706
Spartan Planning & Wealth Management
North Carolina
$424 +$85 +1 +25%
MAWA
707
Moss Adams Wealth Advisors
Washington
$175 +$175 +2 New
Wolverine Trading
708
Wolverine Trading
Illinois
– -$15.1M -187,934 Closed
HPWM
709
Highland Private Wealth Management
Washington
– -$14M -176,722 Closed
WF
710
Williams Financial
Vermont
– -$11.7M -147,484 Closed
SWM
711
Scissortail Wealth Management
Oklahoma
– -$3.53M -42,427 Closed
Millennium Management
712
Millennium Management
New York
– -$2.71M -34,169 Closed
SC
713
Soundwatch Capital
Connecticut
– -$2.64M -33,223 Closed
NCM
714
NCM Capital Management
New Jersey
– -$1.32M -16,585 Closed
IC
715
IEQ Capital
California
– -$1.22M -15,412 Closed
Two Sigma Advisers
716
Two Sigma Advisers
New York
– -$921K -11,600 Closed
KCM
717
Karp Capital Management
California
– -$757K -9,533 Closed
OIA
718
OneDigital Investment Advisors
Kansas
– -$689K -8,675 Closed
FB
719
Fulton Bank
Pennsylvania
– -$559K -7,040 Closed
CWM
720
Congress Wealth Management
Massachusetts
– -$512K -6,444 Closed
SPWM
721
Schrum Private Wealth Management
Florida
– -$336K -4,230 Closed
CRWM
722
Castle Rock Wealth Management
California
– -$333K -4,191 Closed
DWM
723
Destination Wealth Management
California
– -$292K -3,681 Closed
VWA
724
V Wealth Advisors
Kansas
– -$291K -3,662 Closed
ZCA
725
Zeke Capital Advisors
Pennsylvania
– -$273K -3,442 Closed
27 28
29
30 31