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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 %
KIG
376
Kowal Investment Group
Wisconsin
$903K +$181K +2,164 +25%
1SB
377
1ST Source Bank
Indiana
$880K +$287K +3,422 +48%
Renaissance Technologies
378
Renaissance Technologies
New York
$873K +$873K +10,400 New
MFA
379
Morling Financial Advisors
California
$865K +$277K +3,298 +47%
ACM
380
Absolute Capital Management
Pennsylvania
$864K +$89.9K +1,071 +12%
GIA
381
Gladstone Institutional Advisory
Florida
$864K +$152K +1,812 +21%
KL
382
KilterHowling LLC
Colorado
$860K -$122K -1,453 -12%
OPWM
383
Oxinas Partners Wealth Management
Indiana
$857K -$1.26M -14,958 -59%
COCM
384
Charter Oak Capital Management
New Hampshire
$844K +$251K +2,993 +42%
MWM
385
Meridian Wealth Management
Kentucky
$836K +$223K +2,654 +36%
BIA
386
Bigelow Investment Advisors
Maine
$827K -$84.7K -1,010 -9%
OBWP
387
O'Brien Wealth Partners
Massachusetts
$821K +$821K +9,791 New
ACP
388
Aveo Capital Partners
Colorado
$812K -$63.5K -757 -7%
BONH
389
Bank of New Hampshire
New Hampshire
$807K -$153K -1,825 -16%
HKIMG
390
Hutchens & Kramer Investment Management Group
Indiana
$799K -$157K -1,846 -16%
JPMPWA
391
J.P. Morgan Private Wealth Advisors
California
$791K +$451K +5,368 +132%
SI
392
Stephens Inc
Arkansas
$784K -$8.56K -102 -1%
MCM
393
MAI Capital Management
Ohio
$781K +$34.5K +411 +5%
WANY
394
Wealthspire Advisors (New York)
New York
$778K -$84.4K -1,006 -10%
KPWS
395
Kestra Private Wealth Services
Texas
$777K +$34.2K +408 +5%
AP
396
Advisor Partners
California
$763K +$287K +3,413 +60%
VA
397
Valmark Advisers
Ohio
$758K -$6.21K -74 -0.8%
JFG
398
JMG Financial Group
Illinois
$755K +$67.3K +803 +10%
EPP
399
ETF Portfolio Partners
Kansas
$729K +$2.26K +27 +0.3%
DA
400
Detalus Advisors
Missouri
$725K +$725K +8,644 New
14 15
16
17 18