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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
+$329M
2
SMFG
Sumitomo Mitsui Financial Group
Japan
+$74.3M
3
Bank of America
Bank of America
North Carolina
+$68M
4
TLIC
Taiyo Life Insurance Company
Japan
+$65.9M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$34.4M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$5.34B
2
BF
Brooklyn FI
New York
-$1.75B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$212M
4
BlackRock
BlackRock
New York
-$98.5M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$64M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
326
Beacon Financial Advisory
Ohio
$1.33M -$48.7K -581 -4%
NCM
327
NCM Capital Management
New Jersey
$1.32M – – –
TB
328
Treynor Bancshares
Iowa
$1.32M -$58.8K -701 -4%
DC
329
Davenport & Co
Virginia
$1.31M -$590K -7,035 -31%
WFC
330
Western Financial Corp
California
$1.31M -$47K -560 -3%
OFG
331
OmniStar Financial Group
North Carolina
$1.27M +$42.4K +506 +3%
KFS
332
Kelly Financial Services
Massachusetts
$1.23M -$184K -2,193 -13%
AL
333
Aspiriant LLC
California
$1.23M +$1.23M +14,627 New
MCM
334
Mendel Capital Management
Arkansas
$1.22M +$3.94K +47 +0.3%
MSA
335
Marino Stram & Associates
Massachusetts
$1.2M +$214K +2,554 +22%
SP
336
Successful Portfolios
Florida
$1.2M -$26.3K -314 -2%
VC
337
Veracity Capital
Georgia
$1.19M -$71.8K -856 -6%
RFA
338
RTD Financial Advisors
Pennsylvania
$1.17M +$250K +2,981 +27%
William Blair & Company
339
William Blair & Company
Illinois
$1.15M -$29.4K -350 -2%
AssetMark Inc
340
AssetMark Inc
California
$1.15M +$1.13M +13,488 +6,244%
BFG
341
Beacon Financial Group
Texas
$1.14M +$254K +2,951 +29%
BIP
342
Blueprint Investment Partners
North Carolina
$1.14M +$1.14M +13,615 New
HGWM
343
Harvest Group Wealth Management
Massachusetts
$1.13M -$171K -1,888 -13%
VIA
344
Vident Investment Advisory
Georgia
$1.12M +$1.12M +13,355 New
RCAG
345
Rehmann Capital Advisory Group
Michigan
$1.12M -$76.4K -911 -6%
LWAC
346
Laurel Wealth Advisors (California)
California
$1.12M -$548K -6,539 -33%
MWA
347
MFA Wealth Advisors
Pennsylvania
$1.11M – – –
TC
348
TownSquare Capital
Utah
$1.11M -$799K -9,519 -42%
Franklin Resources
349
Franklin Resources
California
$1.1M +$57K +679 +5%
LW
350
Libra Wealth
California
$1.09M +$1.09M +13,019 New
12 13
14
15 16