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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 %
HighTower Advisors
51
HighTower Advisors
Illinois
$37.9M 447,456 +179,680 +67%
PCIG
52
Partners Capital Investment Group
Massachusetts
$36.7M 432,594 +39,343 +10%
IWC
53
Integrated Wealth Concepts
Massachusetts
$36.5M 430,131 -2,572 -0.6%
HFA
54
High Falls Advisors
New York
$35.8M 422,419 -62,713 -13%
WWG
55
West Wealth Group
California
$35.5M 418,747 -63,373 -13%
SB
56
Strategic Blueprint
Georgia
$34.7M 409,103 -21,299 -5%
CA
57
Cetera Advisors
Colorado
$34.4M 405,450 +265,283 +189%
OWA
58
One Wealth Advisors
California
$34.2M 403,959 -15,035 -4%
HGWM
59
Horst & Graben Wealth Management
Oregon
$32M 377,150 -47,034 -11%
AA
60
Alesco Advisors
New York
$31.2M 368,353 -7,001 -2%
Truist Financial
61
Truist Financial
North Carolina
$31.1M 366,619 -5,079 -1%
BCM
62
Brookstone Capital Management
Illinois
$30.1M 350,109 -27,501 -7%
SW
63
SteelPeak Wealth
California
$29.5M 348,624 -48,893 -12%
RJA
64
Raymond James & Associates
Florida
$29.3M 345,564 -40,904 -11%
LWA
65
Lineweaver Wealth Advisors
Ohio
$29M 342,615 -9,789 -3%
FT
66
Fiduciary Trust
Massachusetts
$28.9M 340,819 +33,749 +11%
MFG
67
Merit Financial Group
Georgia
$25.5M 301,309 -98,849 -25%
RJFSA
68
Raymond James Financial Services Advisors
Florida
$24.7M 290,962 -35,848 -11%
AIA
69
Ally Invest Advisors
North Carolina
$24.5M 289,000 +15,436 +6%
T
70
TNF
Montana
$24.1M 264,775 -35,390 -12%
TAIM
71
TD Ameritrade Investment Management
Nebraska
$23.9M 282,036 -27,001 -9%
BRWA
72
B. Riley Wealth Advisors
Florida
$23.3M 274,702 -28,349 -9%
SWP
73
Stratos Wealth Partners
Ohio
$23.1M 272,403 +5,839 +2%
PFG
74
PAX Financial Group
Texas
$23M 271,898 -59,622 -18%
VI
75
Vestcor Inc
New Brunswick, Canada
$22.8M 269,500 – –
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3
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