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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 %
PFA
376
Pinnacle Family Advisors
Missouri
$995K -$1.43K -18 -0.1%
SFA
377
Sequoia Financial Advisors
Ohio
$985K +$122K +1,530 +14%
WS
378
Wedbush Securities
California
$985K +$354K +4,452 +56%
G
379
GenTrust
Florida
$956K -$6.67K -84 -0.7%
JWCA
380
J.W. Cole Advisors
Florida
$953K +$73.6K +926 +8%
3LCM
381
3D/L Capital Management
Connecticut
$952K -$21.4K -269 -2%
AAS
382
Ameritas Advisory Services
Nebraska
$929K +$70.9K +893 +8%
IGWM
383
ICA Group Wealth Management
Colorado
$924K +$34.9K +440 +4%
RTS
384
Round Table Services
New Jersey
$923K -$8.74K -110 -0.9%
BBHC
385
Brown Brothers Harriman & Co
New York
$922K – – –
Two Sigma Advisers
386
Two Sigma Advisers
New York
$921K -$31.8K -400 -3%
WF
387
Wayfinding Financial
Washington
$921K +$15.6K +196 +2%
SWM
388
Seaside Wealth Management
California
$906K -$87.2K -1,018 -9%
COCM
389
Charter Oak Capital Management
New Hampshire
$902K +$104K +1,305 +13%
CT
390
Cambridge Trust
Massachusetts
$866K +$203K +2,551 +31%
EWA
391
EP Wealth Advisors
California
$859K -$631K -7,951 -42%
BFG
392
Beacon Financial Group
Texas
$853K -$216K -2,682 -20%
TA
393
TrueWealth Advisors
Alabama
$846K -$30.4K -383 -3%
MFA
394
Morling Financial Advisors
California
$838K +$19.1K +241 +2%
1SB
395
1ST Source Bank
Indiana
$828K -$5.24K -66 -0.6%
BIA
396
Bigelow Investment Advisors
Maine
$813K +$29.4K +370 +4%
RCS
397
Retirement Capital Strategies
California
$790K -$182K -2,289 -19%
WA
398
Wealth Architects
California
$767K +$313K +3,938 +69%
KCM
399
Karp Capital Management
California
$757K +$757K +9,533 New
JFG
400
JMG Financial Group
Illinois
$754K +$39K +491 +5%
14 15
16
17 18