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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 %
VCP
276
Verus Capital Partners
Arizona
$2.56M +$72.3K +910 +3%
EL
277
EQ LLC
Washington
$2.55M +$88.5K +1,115 +4%
MAM
278
Magellan Asset Management
Australia
$2.49M – – –
AWM
279
Aspire Wealth Management
Massachusetts
$2.48M -$357K -4,493 -13%
OMC
280
Old Mission Capital
Illinois
$2.47M +$1.48M +18,600 +149%
WANY
281
Wealthspire Advisors (New York)
New York
$2.45M +$1.72M +21,626 +233%
DT
282
Diversified Trust
Tennessee
$2.45M – – –
FA
283
FDx Advisors
Illinois
$2.37M +$116K +1,462 +5%
CL
284
CPWM LLC
Washington
$2.28M +$10.4K +131 +0.5%
TWP
285
Tempus Wealth Planning
California
$2.27M +$1.65M +20,748 +263%
PA
286
Planning Alternatives
Michigan
$2.23M +$632K +7,955 +39%
SPI
287
Sutton Place Investors
New York
$2.23M -$53.9K -679 -2%
AssetMark Inc
288
AssetMark Inc
California
$2.19M +$1.1M +13,898 +101%
IWA
289
Intercontinental Wealth Advisors
Texas
$2.19M +$2.19M +27,516 New
Cerity Partners
290
Cerity Partners
New York
$2.15M +$517K +6,514 +32%
EH
291
Equitable Holdings
New York
$2.14M +$157K +1,971 +8%
SCFS
292
S.C. Financial Services
Arizona
$2.13M -$173K -2,178 -8%
MCC
293
Money Concepts Capital
Florida
$2.09M -$6.12K -77 -0.3%
ICP
294
Interchange Capital Partners
Pennsylvania
$2.08M +$646K +8,137 +45%
VCM
295
Vision Capital Management
Oregon
$2.07M -$60.6K -763 -3%
TWC
296
TD Waterhouse Canada
Ontario, Canada
$2.04M +$5.62K +69 +0.3%
AA
297
Ancora Advisors
Ohio
$2.04M +$140K +1,762 +7%
SG
298
StoneX Group
New York
$2.03M +$3.02K +38 +0.1%
HIM
299
Hanlon Investment Management
New Jersey
$2M -$11K -139 -0.5%
PTC
300
Private Trust Company
Ohio
$2M +$192K +2,413 +11%
10 11
12
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