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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 %
Bessemer Group
176
Bessemer Group
New Jersey
$6.56M -$26.1K -308 -0.4%
CAG
177
Csenge Advisory Group
Florida
$6.41M +$209K +2,462 +3%
WWP
178
WR Wealth Planners
Missouri
$6.39M -$669K -7,899 -9%
CWG
179
Crown Wealth Group
North Carolina
$6.39M -$5.55M -65,522 -46%
NL
180
NWAM LLC
Washington
$6.39M -$2.14M -25,281 -25%
VPP
181
Vertex Planning Partners
Illinois
$6.24M +$6.24M +73,614 New
PFGIA
182
Patriot Financial Group Insurance Agency
Massachusetts
$6.16M -$593K -6,999 -9%
CC
183
Copperleaf Capital
North Carolina
$6.03M -$833K -9,825 -12%
CA
184
CoreCap Advisors
Michigan
$5.93M +$221K +2,613 +4%
UCFA
185
United Capital Financial Advisors
Texas
$5.91M +$716K +8,449 +14%
WWP
186
Waypoint Wealth Partners
California
$5.85M -$6.96M -82,095 -54%
BAM
187
Belpointe Asset Management
Nevada
$5.83M -$300K -3,540 -5%
TA
188
Tiedemann Advisors
New York
$5.76M +$49.5K +584 +0.9%
CSWG
189
Cardinal Strategic Wealth Guidance
Kentucky
$5.72M -$6.11M -72,116 -52%
MWM
190
Maripau Wealth Management
Indiana
$5.71M -$561K -6,512 -9%
PFG
191
Pacific Financial Group
Washington
$5.58M -$404K -4,764 -7%
FLPIM
192
F.L. Putnam Investment Management
Massachusetts
$5.53M -$921K -10,869 -14%
SAMC
193
Spectrum Asset Management (California)
California
$5.48M -$2.54M -29,978 -32%
CCFM
194
Clear Creek Financial Management
Washington
$5.44M +$1.15M +13,601 +27%
LRWA
195
Long Run Wealth Advisors
New York
$5.33M +$655K +7,733 +14%
FA
196
Financial Advisors
Massachusetts
$5.21M +$498K +5,874 +11%
IA
197
IFP Advisors
Florida
$5.21M -$2.46M -40,882 -32%
BCI
198
Brinker Capital Investments
Pennsylvania
$4.97M -$124K -1,465 -2%
VWM
199
Venturi Wealth Management
Texas
$4.92M -$1.22M -14,414 -20%
WEG
200
World Equity Group
Illinois
$4.91M -$4.76M -56,132 -49%
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