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iShares ESG Aware MSCI USA ETF
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Overview Fund Activity

649 hedge funds and large institutions have $22.8B invested in iShares ESG Aware MSCI USA ETF in 2022 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 372 increasing their positions, 143 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
649
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
10.27%
Holding in Top 10
111
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.91%
% of All Funds
1.76%
New
65
Increased
372
Reduced
143
Closed
52
Calls
$314K
Puts
–
Net Calls
+$314K
Net Calls Change
+$314K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$6.15B
2
Bank of America
Bank of America
North Carolina
$1.65B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$580M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$910M
5
5L
55I LLC
Massachusetts
$436M

Top Sellers

1
B
Barings
North Carolina
$0
2
IWC
Integrated Wealth Concepts
Massachusetts
$41.5M
3
EH
Equitable Holdings
New York
$2.38M
4
OLVIG
Oliver Lagore Vanvalin Investment Group
Michigan
$2.65M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SP
426
Symmetry Partners
Connecticut
$675K +$22.2K +219 +3%
CPP
427
Capasso Planning Partners
South Carolina
$673K +$68.2K +673 +11%
CAM
428
Cresset Asset Management
Illinois
$662K – – –
TPCW
429
TD Private Client Wealth
New York
$657K +$254K +2,503 +63%
SPWM
430
Schrum Private Wealth Management
Florida
$656K -$25K -265 -4%
KWM
431
Kingsview Wealth Management
Oregon
$650K +$105K +1,037 +19%
CIAS
432
CFS Investment Advisory Services
New Jersey
$634K +$628K +63,722,308 +10,979%
QC
433
Quent Capital
New York
$630K -$486K -4,796 -44%
M&T Bank
434
M&T Bank
New York
$630K – – –
FCI
435
Financial Counselors Inc
Kansas
$624K -$203K -2,000 -25%
JIC
436
Johnson Investment Counsel
Ohio
$623K +$623K +6,146 New
MA
437
MONECO Advisors
Connecticut
$615K -$12.5K -123 -2%
WWA
438
WC Walker & Associates
California
$591K +$386K +3,895 +188%
FRA
439
Front Row Advisors
California
$590K -$12K -118 -2%
WA
440
Wealth Architects
California
$589K +$285K +2,811 +94%
GLLW
441
Graves Light Lenhart Wealth
Virginia
$587K – – –
BC
442
Brio Consultants
California
$584K +$85K +839 +17%
PP
443
Prosperity Planning
Missouri
$580K – – –
AP
444
Advisor Partners
California
$575K – – –
ACA
445
Aptus Capital Advisors
Alabama
$557K -$53.8K -531 -9%
BBA
446
BLB&B Advisors
Pennsylvania
$546K -$31.1K -307 -5%
TIM
447
Tortoise Investment Management
New York
$544K +$544K +5,370 New
AC
448
AlphaCore Capital
California
$537K +$119K +1,173 +28%
WCFA
449
Walkner Condon Financial Advisors
Wisconsin
$534K +$534K +5,268 New
MFA
450
McClarren Financial Advisors
Pennsylvania
$533K -$2.82K -28 -0.5%
16 17
18
19 20