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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 %
PFA
726
Pathway Financial Advisors
Vermont
– -$252K -3,179 Closed
TCMP
727
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$235K -2,956 Closed
VWA
728
VERITY Wealth Advisors
United States
– -$225K -2,839 Closed
MPW
729
MGO Private Wealth
California
– -$223K -2,805 Closed
LC
730
Lindbrook Capital
California
– -$215K -2,710 Closed
TI
731
Trexquant Investment
Connecticut
– -$213K -2,681 Closed
Koshinski Asset Management
732
Koshinski Asset Management
Illinois
– -$211K -2,660 Closed
IFS
733
Ifrah Financial Services
Arkansas
– -$210K -2,648 Closed
SS
734
Simplicity Solutions
Minnesota
– -$210K -2,646 Closed
BSSFA
735
Baron Silver Stevens Financial Advisors
Florida
– -$2.75K -2,626 Closed
RMC
736
Regis Management Company
California
– -$204K -2,570 Closed
Financial Engines Advisors
737
Financial Engines Advisors
California
– -$202K -2,553 Closed
SFM
738
Signet Financial Management
New Jersey
– -$200K -2,515 Closed
BIP
739
Blueprint Investment Partners
North Carolina
– -$107K -1,352 Closed
ACK
740
Andrew C. Karlinski
– -$107K -1,345 Closed
OPW
741
Oxler Private Wealth
New York
– -$105K -1,222 Closed
FA
742
Flagstar Advisors
New York
– -$87.2K -1,097 Closed
CL
743
COWA LLC
Oklahoma
– -$70K -885 Closed
CA
744
Clearstead Advisors
Ohio
– -$50K -627 Closed
APW
745
Axim Planning & Wealth
Ohio
– -$47K -590 Closed
M1FG
746
Mach-1 Financial Group
Arkansas
– -$42K -538 Closed
MA
747
MUFG Americas
New York
– -$40K -500 Closed
WWM
748
Wagner Wealth Management
South Carolina
– -$31K -394 Closed
EIP
749
Ellis Investment Partners
Pennsylvania
– -$26K -333 Closed
HGERS
750
Householder Group Estate & Retirement Specialist
Arizona
– -$18K -230 Closed
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30
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