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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 %
DWT
401
Dorsey & Whitney Trust
South Dakota
$722K – – –
ACA
402
Affinity Capital Advisors
California
$718K -$31.5K -376 -4%
CPIG
403
Chicago Partners Investment Group
Illinois
$718K +$368 +4 +0.1%
PNC Financial Services Group
404
PNC Financial Services Group
Pennsylvania
$706K -$161K -1,914 -19%
DWP
405
Destiny Wealth Partners
Florida
$703K – – –
CT
406
Cambridge Trust
Massachusetts
$701K -$1.23M -14,628 -64%
AF
407
Allworth Financial
California
$701K +$34.6K +412 +5%
MA
408
MKT Advisors
California
$697K -$73.8K -861 -10%
GC
409
Garde Capital
Washington
$696K +$407K +4,845 +141%
IFAM
410
Institutional & Family Asset Management
Colorado
$694K -$168K -1,999 -19%
SQA
411
Simon Quick Advisors
New Jersey
$686K +$686K +7,430 New
VWA
412
Visionary Wealth Advisors
Illinois
$678K -$1.12M -13,292 -62%
BFPW
413
BOK Financial Private Wealth
Colorado
$673K +$505K +6,024 +301%
WS
414
Wedbush Securities
California
$667K -$154K -1,831 -19%
TWP
415
Tempus Wealth Planning
California
$661K +$661K +7,882 New
LWP
416
Lumature Wealth Partners
Georgia
$631K +$503 +6 +0.1%
AFP
417
Ausdal Financial Partners
Iowa
$630K -$23K -274 -4%
CCM
418
Coldstream Capital Management
Washington
$629K +$18K +215 +3%
JIC
419
Johnson Investment Counsel
Ohio
$627K +$111K +1,322 +22%
C
420
CEDRUS
Colorado
$620K -$501K -5,977 -45%
SVWAG
421
Sound View Wealth Advisors Group
Georgia
$619K – – –
RFA
422
Resurgent Financial Advisors
Georgia
$619K +$316K +3,766 +104%
ST
423
Sentinel Trust
Texas
$614K -$19.6K -234 -3%
CB
424
Commerce Bank
Missouri
$608K +$320K +3,814 +111%
MBFW
425
Morton Brown Family Wealth
Pennsylvania
$606K +$10.3K +123 +2%
15 16
17
18 19