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iShares ESG Aware MSCI USA ETF
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Overview Fund Activity

663 hedge funds and large institutions have $18.3B invested in iShares ESG Aware MSCI USA ETF in 2022 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 283 increasing their positions, 235 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
663
Holders Change
+5
Holders Change %
+0.76%
% of All Funds
11.46%
Holding in Top 10
112
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+7.69%
% of All Funds
1.94%
New
59
Increased
283
Reduced
235
Closed
46
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.72B
2
CIAS
CFS Investment Advisory Services
New Jersey
$48.3M
3
LPL Financial
LPL Financial
California
$1B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$481M
5
TF
TIAA FSB
Florida
$342M

Top Sellers

1
BlackRock
BlackRock
New York
$1.11B
2
SMFG
Sumitomo Mitsui Financial Group
Japan
$0
3
Bank of America
Bank of America
North Carolina
$1.31B
4
DLIC
Daido Life Insurance Company
Japan
$54.1M
5
SFS
Security Financial Services
Indiana
$488K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
226
Arete Wealth Advisors
Illinois
$3.91M +$1.46M +18,328 +59%
BTWM
227
Baker Tilly Wealth Management
Wisconsin
$3.84M +$91.2K +1,148 +2%
Citadel Advisors
228
Citadel Advisors
Florida
$3.84M +$3.39M +42,734 +767%
CFD
229
Creative Financial Designs
Indiana
$3.83M -$370K -4,659 -9%
IAN
230
Integrated Advisors Network
Texas
$3.82M -$524K -6,593 -12%
SPC
231
Sigma Planning Corp
Michigan
$3.78M -$1.47M -18,526 -28%
LWP
232
Laurel Wealth Planning
Minnesota
$3.78M +$987K +12,434 +35%
MHR
233
Matthew Hamilton Rosenberg
$3.76M -$251K -3,162 -6%
Fisher Asset Management
234
Fisher Asset Management
Washington
$3.75M +$697K +8,778 +23%
BOH
235
Bank of Hawaii
Hawaii
$3.7M -$383K -4,825 -9%
MHB
236
Midwest Heritage Bank
Iowa
$3.67M -$426K -5,362 -10%
BFEC
237
Benjamin F. Edwards & Company
Missouri
$3.67M -$146K -1,839 -4%
LSAG
238
Lake Street Advisors Group
New Hampshire
$3.65M +$139K +1,752 +4%
BWM
239
Baystate Wealth Management
Massachusetts
$3.61M +$512K +6,445 +17%
RCM
240
Raleigh Capital Management
North Carolina
$3.59M +$7.94K +100 +0.2%
WHCI
241
W.H. Cornerstone Investments
Massachusetts
$3.59M +$3.59M +45,194 New
HHGA
242
Halbert Hargrove Global Advisors
California
$3.58M -$70.4K -887 -2%
SC
243
Savant Capital
Illinois
$3.57M +$52.1K +656 +1%
PA
244
Parkside Advisors
California
$3.54M -$862K -10,860 -20%
SWM
245
Scissortail Wealth Management
Oklahoma
$3.53M +$3.53M +42,427 New
CFG
246
Cooper Financial Group
California
$3.52M +$114K +1,434 +3%
MWM
247
Mission Wealth Management
California
$3.46M +$937K +11,802 +37%
EWM
248
Empirical Wealth Management
Washington
$3.44M +$310K +3,899 +10%
IA
249
IFG Advisory
Georgia
$3.39M +$427K +5,377 +14%
IFWM
250
Institute for Wealth Management
Colorado
$3.34M +$126K +1,587 +4%
8 9
10
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