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iShares ESG Aware MSCI USA ETF
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Overview Fund Activity

658 hedge funds and large institutions have $19.3B invested in iShares ESG Aware MSCI USA ETF in 2022 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 282 increasing their positions, 236 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
658
Holders Change
+9
Holders Change %
+1.39%
% of All Funds
11.13%
Holding in Top 10
104
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.31%
% of All Funds
1.76%
New
76
Increased
282
Reduced
236
Closed
58
Calls
$277K
Puts
–
Net Calls
+$277K
Net Calls Change
-$37K

Top Buyers

1
TF
TIAA FSB
Florida
$339M
2
SMFG
Sumitomo Mitsui Financial Group
Japan
$74.3M
3
Bank of America
Bank of America
North Carolina
$1.43B
4
TLIC
Taiyo Life Insurance Company
Japan
$65.9M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$53.2M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$50.4M
2
BF
Brooklyn FI
New York
$486K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.88B
4
BlackRock
BlackRock
New York
$1.29B
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$18.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
226
Raleigh Capital Management
North Carolina
$3.8M -$491K -5,828 -11%
BCI
227
Brinker Capital Investments
Pennsylvania
$3.71M -$1.45M -17,328 -28%
SC
228
Savant Capital
Illinois
$3.71M +$182K +2,165 +5%
LSAG
229
Lake Street Advisors Group
New Hampshire
$3.71M +$268K +3,196 +8%
RF
230
RHS Financial
California
$3.7M +$1.07M +12,746 +41%
GW
231
GW & Wade
Massachusetts
$3.61M +$886K +10,558 +33%
CFG
232
Cooper Financial Group
California
$3.6M +$218K +2,602 +6%
CF
233
Centaurus Financial
California
$3.53M -$1.29M -15,386 -27%
DAS
234
Dynamic Advisor Solutions
Arizona
$3.52M +$435K +5,190 +14%
HWM
235
HB Wealth Management
Georgia
$3.41M +$193K +2,305 +6%
IFWM
236
Institute for Wealth Management
Colorado
$3.4M +$22.5K +268 +0.7%
WAS
237
Wealth Advisory Solutions
Indiana
$3.4M -$830K -9,896 -20%
PIA
238
Perennial Investment Advisors
California
$3.32M -$100K -1,194 -3%
WWM
239
Western Wealth Management
Colorado
$3.32M +$35.8K +424 +1%
EWM
240
Empirical Wealth Management
Washington
$3.31M +$1.89M +22,510 +133%
BWM
241
Baystate Wealth Management
Massachusetts
$3.27M +$230K +2,741 +8%
Fidelity Investments
242
Fidelity Investments
Massachusetts
$3.26M -$38.3K -456 -1%
Fisher Asset Management
243
Fisher Asset Management
Washington
$3.22M +$348K +4,150 +12%
SWM
244
Spire Wealth Management
Virginia
$3.2M -$200K -2,380 -6%
FWCM
245
Ferguson Wellman Capital Management
Oregon
$3.16M -$140K -1,665 -4%
MIM
246
Macroview Investment Management
Maryland
$3.14M -$1.63M -19,375 -34%
IA
247
IFG Advisory
Georgia
$3.13M +$373K +4,451 +14%
AWM
248
Alterna Wealth Management
Texas
$3.13M +$253K +3,017 +9%
SAM
249
Strategic Asset Management
Minnesota
$3.04M -$17.5K -209 -0.6%
AWM
250
Aspire Wealth Management
Massachusetts
$2.99M +$353K +4,203 +13%
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