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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
+$107M
2
CIAS
CFS Investment Advisory Services
New Jersey
+$47.7M
3
LPL Financial
LPL Financial
California
+$45.2M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$29.4M
5
TF
TIAA FSB
Florida
+$21.4M

Top Sellers

1
BlackRock
BlackRock
New York
-$111M
2
SMFG
Sumitomo Mitsui Financial Group
Japan
-$74.3M
3
Bank of America
Bank of America
North Carolina
-$47M
4
DLIC
Daido Life Insurance Company
Japan
-$46.1M
5
SFS
Security Financial Services
Indiana
-$31M
Name Holding Trade Value Shares
Change 		Shares
Change %
Two Sigma Investments
326
Two Sigma Investments
New York
$1.52M -$7.94K -100 -0.5%
OFP
327
OLIO Financial Planning
Virginia
$1.51M -$43.4K -547 -3%
RW
328
REDW Wealth
New Mexico
$1.49M -$21.2K -267 -1%
SWM
329
Spire Wealth Management
Virginia
$1.44M -$1.59M -20,045 -53%
MNG
330
Manning & Napier Group
New York
$1.4M -$1.61M – –
GFPC
331
Global Financial Private Client
Florida
$1.4M -$530K -6,495 -27%
WA
332
WBH Advisory
Maryland
$1.39M +$124K +1,563 +10%
RFC
333
Regions Financial Corp
Alabama
$1.39M +$120K +1,511 +9%
BFM
334
Boston Financial Management
Massachusetts
$1.37M -$70.3K -885 -5%
HWMA
335
Heritage Wealth Management (Arizona)
Arizona
$1.33M -$98.3K -1,238 -7%
LA
336
LexAurum Advisors
Kansas
$1.32M +$3.81K +48 +0.3%
NCM
337
NCM Capital Management
New Jersey
$1.32M +$68.1K +857 +5%
BFA
338
Beacon Financial Advisory
Ohio
$1.31M +$47.2K +594 +4%
MSA
339
Marino Stram & Associates
Massachusetts
$1.3M +$169K +2,134 +15%
WFC
340
Western Financial Corp
California
$1.3M +$64.6K +814 +5%
TFA
341
Teamwork Financial Advisors
Texas
$1.29M -$800K -10,081 -38%
WIM
342
WealthPlan Investment Management
Nebraska
$1.27M +$1.27M +14,517 New
RP
343
Riverwater Partners
Wisconsin
$1.26M +$343K +4,324 +38%
TB
344
Treynor Bancshares
Iowa
$1.24M – – –
HWM
345
Hohimer Wealth Management
Washington
$1.23M -$390K -4,906 -24%
IC
346
IEQ Capital
California
$1.22M +$1.22M +15,412 New
OFG
347
OmniStar Financial Group
North Carolina
$1.22M +$16.7K +210 +1%
ACM
348
Absolute Capital Management
Pennsylvania
$1.19M +$363K +4,536 +44%
MWM
349
Meridian Wealth Management
Kentucky
$1.18M +$391K +4,929 +49%
KFS
350
Kelly Financial Services
Massachusetts
$1.17M +$9.05K +114 +0.8%
12 13
14
15 16