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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 %
AAS
76
Avantax Advisory Services
Texas
$22.7M 267,806 +24,418 +10%
KFSC
77
Keystone Financial Services (Colorado)
Colorado
$22.3M 247,083 -17,978 -7%
C1AG
78
Client 1st Advisory Group
Florida
$22.1M 261,291 -9,676 -4%
SHIM
79
Stone House Investment Management
Pennsylvania
$21.7M 256,611 -25,520 -9%
PPFA
80
Provida Pension Fund Administrator
Chile
$21.6M 254,285 – –
TSA
81
Tri-Star Advisors
Texas
$21.5M 243,491 -64,886 -21%
Creative Planning
82
Creative Planning
Kansas
$21.3M 251,690 +900 +0.4%
DA
83
Detalus Advisors
Missouri
$20.8M 245,530 -19,929 -8%
PWA
84
Physician Wealth Advisors
Utah
$20.8M 234,337 -38,559 -14%
CFGS
85
Concourse Financial Group Securities
Alabama
$20.5M 241,496 -33,730 -12%
WA
86
Wealth Alliance
New York
$20M 236,553 -24,318 -9%
OPS
87
Orion Portfolio Solutions
Nebraska
$19.3M 228,086 -10,288 -4%
MPW
88
MA Private Wealth
California
$19M 223,635 -53,018 -19%
BFG
89
Buttonwood Financial Group
Missouri
$18.8M 221,480 -36,487 -14%
I
90
INVST
Indiana
$18.7M 207,061 -7,082 -3%
CWS
91
Cypress Wealth Services
California
$18.3M 215,771 -14,770 -6%
HPC
92
Hobart Private Capital
North Carolina
$17.7M 208,329 +1,855 +0.9%
CS
93
Comerica Securities
Michigan
$17.4M 205,275 -39,549 -16%
KeyBank National Association
94
KeyBank National Association
Ohio
$17.4M 205,255 -29,813 -13%
PCA
95
Prosperity Capital Advisors
Ohio
$17.2M 202,867 +202,867 New
Thrivent Financial for Lutherans
96
Thrivent Financial for Lutherans
Minnesota
$17.2M 201,982 -17,844 -8%
Neuberger Berman Group
97
Neuberger Berman Group
New York
$17.2M 202,482 +109 +0.1%
CFA
98
Cahill Financial Advisors
Minnesota
$17M 200,962 -66,051 -25%
SPIA
99
Steward Partners Investment Advisory
New York
$16.7M 197,179 -12,044 -6%
SWM
100
SigFig Wealth Management
California
$16.3M 125,316 -17,538 -12%
2 3
4
5 6