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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
+$370M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$109M
3
AWA
Arete Wealth Advisors
Illinois
+$98M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$62.9M
5
TLIC
Taiyo Life Insurance Company
Japan
+$44.2M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$4.05B
2
BF
Brooklyn FI
New York
-$559M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$536M
4
BlackRock
BlackRock
New York
-$170M
5
Morgan Stanley
Morgan Stanley
New York
-$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCA
201
FLC Capital Advisors
California
$4.9M -$14.5M -171,116 -75%
PFM
202
Parsec Financial Management
North Carolina
$4.82M +$486K +5,735 +11%
Fisher Asset Management
203
Fisher Asset Management
Washington
$4.78M +$778K +9,185 +19%
LNC
204
Lincoln National Corp
Pennsylvania
$4.72M +$281K +3,316 +6%
GRP
205
Global Retirement Partners
California
$4.69M +$723K +8,534 +18%
LWP
206
Laurel Wealth Planning
Minnesota
$4.68M +$644K +7,595 +16%
GWM
207
GSB Wealth Management
Connecticut
$4.66M -$292K -3,443 -6%
MBT
208
Montecito Bank & Trust
California
$4.62M -$304K -3,586 -6%
SWG
209
Summit Wealth Group
Vermont
$4.58M +$72.5K +856 +2%
MCAI
210
Members Capital Advisors Inc
Wisconsin
$4.56M – – –
LF
211
Lantz Financial
Illinois
$4.47M -$337K -3,976 -7%
T
212
TRUADVICE
Florida
$4.47M -$436K -4,940 -9%
FWI
213
Facet Wealth Inc
Maryland
$4.44M +$4.44M +49,110 New
PG
214
Prostatis Group
Maryland
$4.41M +$4.41M +51,995 New
BTWM
215
Baker Tilly Wealth Management
Wisconsin
$4.33M +$239K +2,823 +6%
DAS
216
Dynamic Advisor Solutions
Arizona
$4.31M +$55.9K +660 +1%
AllianceBernstein
217
AllianceBernstein
Tennessee
$4.29M -$797K -9,409 -16%
SWA
218
Stratos Wealth Advisors
Ohio
$4.17M -$562K -6,628 -12%
FAIM
219
Financial Advocates Investment Management
Washington
$4.13M +$3.34M +39,449 +426%
TC
220
Trilogy Capital
California
$4.11M -$160K -1,888 -4%
HHGA
221
Halbert Hargrove Global Advisors
California
$4.08M +$260K +3,064 +7%
AWMNH
222
Arcadia Wealth Management (New Hampshire)
New Hampshire
$4.03M +$4.03M +47,531 New
PA
223
Parkside Advisors
California
$4.03M +$249K +2,940 +7%
WHCI
224
W.H. Cornerstone Investments
Massachusetts
$4.02M +$25.5K +288 +0.6%
RSWM
225
Robertson Stephens Wealth Management
California
$4.01M -$579K -6,831 -13%
7 8
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