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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
$339M
2
SMFG
Sumitomo Mitsui Financial Group
Japan
$74.3M
3
Bank of America
Bank of America
North Carolina
$1.43B
4
TLIC
Taiyo Life Insurance Company
Japan
$65.9M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$53.2M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$50.4M
2
BF
Brooklyn FI
New York
$486K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.88B
4
BlackRock
BlackRock
New York
$1.29B
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$18.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
RW
426
Rede Wealth
Virginia
$596K -$1.72M -20,478 -74%
SEIA
427
Signature Estate & Investment Advisors
California
$594K -$37.1K -442 -6%
FB
428
Fulton Bank
Pennsylvania
$591K +$591K +7,040 New
LWMG
429
Levy Wealth Management Group
Pennsylvania
$565K +$166K +1,986 +42%
CC
430
Chicago Capital
Illinois
$562K – – –
FHA
431
Flagship Harbor Advisors
Massachusetts
$561K -$8.72K -104 -2%
TPCW
432
TD Private Client Wealth
New York
$561K +$16.7K +199 +3%
VWA
433
V Wealth Advisors
Kansas
$553K -$233K -2,772 -30%
CWM
434
Castle Wealth Management
Florida
$553K +$553K +6,597 New
SP
435
Symmetry Partners
Connecticut
$547K -$11.8K -141 -2%
CPP
436
Capasso Planning Partners
South Carolina
$543K -$14.3K -171 -3%
CA
437
CGN Advisors
Kansas
$542K -$22.1K -263 -4%
M&T Bank
438
M&T Bank
New York
$522K +$184K +3,377 +54%
EFL
439
ERn Financial LLC
Wisconsin
$521K -$46.1K -550 -8%
WAP
440
Wealthcare Advisory Partners
Pennsylvania
$518K -$104K -1,233 -17%
CWM
441
Congress Wealth Management
Massachusetts
$518K +$171K +2,033 +49%
QC
442
Quent Capital
New York
$515K -$6.63K -79 -1%
FCI
443
Financial Counselors Inc
Kansas
$514K -$2.18K -26 -0.4%
PFA
444
Pure Financial Advisors
California
$501K +$501K +5,977 New
WWA
445
WC Walker & Associates
California
$498K -$13.3K -155 -3%
FRA
446
Front Row Advisors
California
$489K – – –
JPG
447
Jordan Park Group
California
$487K +$487K +5,807 New
BF
448
Brooklyn FI
New York
$486K -$1.75B -18,019 -100%
GLLW
449
Graves Light Lenhart Wealth
Virginia
$486K – – –
CA
450
Continuum Advisory
Idaho
$485K -$134K -1,602 -22%
16 17
18
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