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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 %
Cerity Partners
301
Cerity Partners
New York
$1.73M -$4.38M -52,190 -72%
HWM
302
Hohimer Wealth Management
Washington
$1.71M +$79.9K +953 +5%
SIM
303
Seaview Investment Managers
Florida
$1.71M +$20.4K +243 +1%
PA
304
Planning Alternatives
Michigan
$1.69M +$429K +5,114 +34%
CWM
305
Cornerstone Wealth Management
Missouri
$1.66M -$138K -1,639 -8%
D
306
Dentgroup
Louisiana
$1.65M -$263K -3,136 -14%
OFP
307
OLIO Financial Planning
Virginia
$1.64M +$315K +3,757 +24%
Two Sigma Investments
308
Two Sigma Investments
New York
$1.61M +$1.61M +19,200 New
MNG
309
Manning & Napier Group
New York
$1.61M -$1.75M – –
RW
310
REDW Wealth
New Mexico
$1.59M +$36.1K +430 +2%
KA
311
Kovack Advisors
Florida
$1.59M -$641K -7,641 -29%
FCA
312
FinTrust Capital Advisors
South Carolina
$1.58M -$129K -1,463 -8%
EWA
313
EP Wealth Advisors
California
$1.58M -$73.8K -880 -4%
RZH
314
Relyea Zuckerberg Hanson
Connecticut
$1.55M +$371K +4,423 +31%
FHC
315
First Heartland Consultants
Missouri
$1.54M +$1.54M +18,387 New
FG
316
Foster Group
Iowa
$1.54M +$197K +2,353 +15%
ICP
317
Interchange Capital Partners
Pennsylvania
$1.52M +$1.26M +15,050 +493%
BFM
318
Boston Financial Management
Massachusetts
$1.52M +$492K +5,861 +48%
HWMA
319
Heritage Wealth Management (Arizona)
Arizona
$1.51M -$55K -655 -4%
FWM
320
Fingerlakes Wealth Management
New York
$1.46M +$310K +3,693 +27%
WWM
321
WT Wealth Management
Arizona
$1.44M +$110K +1,306 +8%
LA
322
LexAurum Advisors
Kansas
$1.39M +$22.3K +266 +2%
WA
323
WBH Advisory
Maryland
$1.37M +$7.54K +88 +0.6%
TRCT
324
Tower Research Capital (TRC)
New York
$1.35M +$1.35M +16,102 New
RFC
325
Regions Financial Corp
Alabama
$1.34M +$143K +1,707 +12%
11 12
13
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