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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 %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$4.5B 53,136,216 -6,320,571 -11%
AWA
2
Arete Wealth Advisors
Illinois
$4.28B 50,443 +1,156 +2%
Bank of America
3
Bank of America
North Carolina
$1.25B 14,786,783 -1,716,247 -10%
BlackRock
4
BlackRock
New York
$1.02B 12,023,180 -2,010,491 -14%
LPL Financial
5
LPL Financial
California
$992M 11,710,377 -912,957 -7%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$883M 10,416,493 +4,363,271 +72%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$605M 7,140,528 -1,706,766 -19%
Morgan Stanley
8
Morgan Stanley
New York
$574M 6,770,070 -1,795,492 -21%
Osaic Holdings
9
Osaic Holdings
Arizona
$438M 5,165,389 -634,703 -11%
PAS
10
Park Avenue Securities
New York
$437M 5,158,498 -699,906 -12%
TF
11
TIAA FSB
Florida
$372M 4,392,749 +85,810 +2%
MML Investors Services
12
MML Investors Services
Massachusetts
$295M 3,476,371 -288,625 -8%
Wells Fargo
13
Wells Fargo
California
$255M 3,011,522 -120,235 -4%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$232M 2,734,009 -546,332 -17%
Goldman Sachs
15
Goldman Sachs
New York
$221M 2,611,075 -78,917 -3%
Betterment LLC
16
Betterment LLC
New York
$210M 2,480,876 +54,017 +2%
BOI
17
Bank of Italy
Italy
$175M 2,068,908 – –
Ameriprise
18
Ameriprise
Minnesota
$162M 1,915,043 -36,678 -2%
AA
19
Acorns Advisers
California
$156M 1,842,914 +197,311 +12%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$145M 1,709,030 +1,282,697 +301%
Northern Trust
21
Northern Trust
Illinois
$144M 1,701,110 -29,656 -2%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$142M 1,679,027 -142,131 -8%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$118M 1,397,855 -203,420 -13%
TLIC
24
Taiyo Life Insurance Company
Japan
$111M 1,307,000 +522,000 +66%
WP
25
WealthSource Partners
California
$104M 1,232,587 -197,508 -14%
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