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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 %
UB
351
UMB Bank
Missouri
$1.08M +$18.4K +219 +2%
RC
352
RegentAtlantic Capital
New Jersey
$1.08M +$654K +7,797 +154%
CTC
353
Central Trust Company
Missouri
$1.07M +$31.9K +380 +3%
LAS
354
Lloyd Advisory Services
Georgia
$1.07M +$152K +1,807 +17%
SWM
355
Seaside Wealth Management
California
$1.07M +$1.07M +11,592 New
IGWM
356
ICA Group Wealth Management
Colorado
$1.06M -$2.92K -31 -0.3%
PFA
357
Pinnacle Family Advisors
Missouri
$1.05M +$61.2K +730 +6%
TFO
358
Tarbox Family Office
California
$1.05M +$23K +274 +2%
OMC
359
Old Mission Capital
Illinois
$1.05M +$1.05M +12,500 New
3LCM
360
3D/L Capital Management
Connecticut
$1.03M +$7.63K +91 +0.7%
RCS
361
Retirement Capital Strategies
California
$1.03M +$111K +1,320 +12%
G
362
GenTrust
Florida
$1.02M +$133K +1,585 +15%
FPGK
363
Financial Partners Group (Kansas)
Kansas
$1.02M +$10.1K +120 +1%
Two Sigma Advisers
364
Two Sigma Advisers
New York
$1.01M +$1.01M +12,000 New
PA
365
Parallel Advisors
California
$988K +$238K +2,834 +32%
RTS
366
Round Table Services
New Jersey
$984K +$359K +4,280 +57%
GAM
367
Gould Asset Management
California
$974K -$110K -1,315 -10%
BBHC
368
Brown Brothers Harriman & Co
New York
$974K – – –
RP
369
Riverwater Partners
Wisconsin
$967K +$2.77K +33 +0.3%
WF
370
Wayfinding Financial
Washington
$957K +$36K +429 +4%
JWCA
371
J.W. Cole Advisors
Florida
$929K -$105K -1,250 -10%
TA
372
TrueWealth Advisors
Alabama
$926K -$164K -1,950 -15%
SFA
373
Sequoia Financial Advisors
Ohio
$912K +$67.4K +803 +8%
CGL
374
Clarius Group LLC
Washington
$912K +$738K +8,791 +423%
AAS
375
Ameritas Advisory Services
Nebraska
$907K +$178K +2,125 +24%
13 14
15
16 17