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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 %
SWP
251
Strategic Wealth Partners
Ohio
$3.3M +$3.3M +41,588 New
KFAA
252
Klaas Financial Asset Advisors
Illinois
$3.3M +$919K +11,576 +39%
WIA
253
World Investment Advisors
California
$3.29M -$120K -1,505 -4%
FWCM
254
Ferguson Wellman Capital Management
Oregon
$3.26M +$273K +3,438 +9%
MIM
255
Macroview Investment Management
Maryland
$3.23M +$257K +3,237 +9%
WAL
256
W Advisors LLC
Tennessee
$3.18M -$4.37M -55,086 -58%
PIA
257
Perennial Investment Advisors
California
$3.15M +$8.9K +112 +0.3%
HWM
258
HB Wealth Management
Georgia
$3.13M -$91.7K -1,155 -3%
RF
259
RHS Financial
California
$3.13M -$380K -4,780 -11%
BAAM
260
Baker Avenue Asset Management
California
$3.01M +$3.01M +37,848 New
Wealth Enhancement Advisory Services
261
Wealth Enhancement Advisory Services
Minnesota
$2.95M +$528K +6,547 +22%
SFS
262
Sowell Financial Services
Arkansas
$2.94M +$2.94M +36,958 New
WWM
263
Western Wealth Management
Colorado
$2.93M -$236K -2,928 -7%
SAM
264
Strategic Asset Management
Minnesota
$2.85M -$20.2K -254 -0.7%
GCA
265
Greenwood Capital Associates
South Carolina
$2.85M +$34.7K +437 +1%
AWM
266
Alterna Wealth Management
Texas
$2.83M -$131K -1,645 -4%
APA
267
American Portfolios Advisors
New York
$2.79M +$12.2K +154 +0.4%
TPWA
268
TRUE Private Wealth Advisors
Oregon
$2.77M +$7.54K +95 +0.3%
VAS
269
Vestmark Advisory Solutions
Massachusetts
$2.72M +$155K +1,951 +6%
Millennium Management
270
Millennium Management
New York
$2.71M +$616K +7,752 +29%
MCWS
271
McKinley Carter Wealth Services
West Virginia
$2.68M +$69K +869 +3%
SC
272
Soundwatch Capital
Connecticut
$2.64M +$2.64M +33,223 New
Fidelity Investments
273
Fidelity Investments
Massachusetts
$2.63M -$459K -5,785 -15%
GW
274
GW & Wade
Massachusetts
$2.61M -$800K -10,073 -23%
CAL
275
Capital Analysts LLC
Pennsylvania
$2.56M +$898K +11,308 +54%
9 10
11
12 13