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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
$883M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$145M
3
AWA
Arete Wealth Advisors
Illinois
$4.28B
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$67.8M
5
TLIC
Taiyo Life Insurance Company
Japan
$111M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$43.5M
2
BF
Brooklyn FI
New York
$435K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.5B
4
BlackRock
BlackRock
New York
$1.02B
5
Morgan Stanley
Morgan Stanley
New York
$574M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
126
Boulder Wealth Advisors
Colorado
$12M +$12M +141,105 New
WMS
127
Wealth Management Solutions
Pennsylvania
$11.6M -$85K -1,003 -0.7%
MFA
128
Mayflower Financial Advisors
Massachusetts
$11.6M +$2.08M +28,301 +22%
HI
129
Harbour Investments
Wisconsin
$11.6M -$1.23M -14,509 -10%
FHA
130
First Horizon Advisors
Tennessee
$11.5M +$1.27M +15,026 +12%
RIA
131
Regal Investment Advisors
Michigan
$11.1M -$925K -10,918 -8%
HPM
132
Hoxton Planning & Management
West Virginia
$11.1M +$11.1M +131,233 New
ASN
133
Advisory Services Network
Georgia
$10.7M -$246K -2,907 -2%
EFG
134
Erickson Financial Group
Pennsylvania
$10.6M -$3.14M -37,045 -23%
MWM
135
Mission Wealth Management
California
$10.5M +$6.85M +80,780 +186%
T
136
TCWP
Ohio
$10.5M -$2.77M -32,662 -21%
JIC
137
Joel Isaacson & Co
New York
$10.4M +$2.67M +31,547 +34%
CG
138
Clifford Group
Massachusetts
$10.2M +$10.2M +120,012 New
KWS
139
Keystone Wealth Services
California
$10.1M -$970K -11,444 -9%
AC
140
Apella Capital
Connecticut
$9.88M +$1.61M +18,988 +19%
FWP
141
Firethorn Wealth Partners
Georgia
$9.84M -$1.35M -15,969 -12%
WAS
142
Wealth Advisory Solutions
Indiana
$9.81M – – –
FRA
143
FFG Retirement Advisors
Colorado
$9.69M +$9.69M +114,350 New
Rockefeller Capital Management
144
Rockefeller Capital Management
New York
$9.62M +$631K +7,446 +7%
FFA
145
Farther Finance Advisors
California
$9.58M +$9.58M +113,035 New
OAP
146
One Advisory Partners
Kansas
$9.56M -$844K -9,961 -8%
MCIA
147
Mountain Capital Investment Advisors
Colorado
$9.54M -$200K -2,309 -2%
SHGA
148
Sand Hill Global Advisors
California
$9.06M -$89.8K -1,059 -1%
SPAS
149
Spectrum Planning & Advisory Services
California
$8.98M -$2.51M -29,586 -22%
Schroder Investment Management Group
150
Schroder Investment Management Group
United Kingdom
$8.92M -$234K -2,763 -3%
4 5
6
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