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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 %
LWP
426
Lumature Wealth Partners
Georgia
$613K +$15.3K +192 +3%
SFG
427
SNS Financial Group
Minnesota
$592K +$221K +2,790 +60%
SQA
428
Simon Quick Advisors
New Jersey
$590K – – –
AFP
429
Ausdal Financial Partners
Iowa
$589K -$7.87K -99 -1%
LWMG
430
Levy Wealth Management Group
Pennsylvania
$589K +$53.6K +675 +10%
DWT
431
Dorsey & Whitney Trust
South Dakota
$588K -$95.4K -1,200 -14%
SVWAG
432
Sound View Wealth Advisors Group
Georgia
$586K – – –
ST
433
Sentinel Trust
Texas
$581K – – –
WAP
434
Wealthcare Advisory Partners
Pennsylvania
$576K +$85.8K +1,080 +18%
MBFW
435
Morton Brown Family Wealth
Pennsylvania
$575K +$636 +8 +0.1%
FB
436
Fulton Bank
Pennsylvania
$559K – – –
USCWA
437
U.S. Capital Wealth Advisors
Texas
$542K +$190K +2,388 +54%
RW
438
Rede Wealth
Virginia
$532K -$31.8K -400 -6%
CC
439
Chicago Capital
Illinois
$532K – – –
CAM
440
Cresset Asset Management
Illinois
$531K -$65.7K -828 -11%
CPP
441
Capasso Planning Partners
South Carolina
$530K +$16.2K +204 +3%
FHA
442
Flagship Harbor Advisors
Massachusetts
$529K -$1.91K -24 -0.4%
TPCW
443
TD Private Client Wealth
New York
$528K -$2.54K -32 -0.5%
SAM
444
Strategy Asset Managers
California
$528K +$195K +2,453 +58%
MC
445
Moors & Cabot
Massachusetts
$527K +$527K +6,641 New
RFA
446
Resurgent Financial Advisors
Georgia
$517K -$68.6K -864 -12%
VWA
447
Visionary Wealth Advisors
Illinois
$515K -$126K -1,590 -20%
CWM
448
Congress Wealth Management
Massachusetts
$512K +$21.3K +268 +4%
WCFA
449
Walkner Condon Financial Advisors
Wisconsin
$504K +$110K +1,388 +28%
HWA
450
Hilltop Wealth Advisors
North Carolina
$493K +$493K +6,205 New
16 17
18
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