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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 %
WA
451
Wealth Architects
California
$480K -$7.3K -87 -1%
KWM
452
Kingsview Wealth Management
Oregon
$477K -$60.9K -726 -11%
Citadel Advisors
453
Citadel Advisors
Florida
$468K +$468K +5,573 New
CRWM
454
Castle Rock Wealth Management
California
$459K -$168K -1,937 -27%
PAI
455
Pittenger & Anderson Inc
Nebraska
$454K +$58.7K +700 +15%
MA
456
MONECO Advisors
Connecticut
$449K -$60.2K -718 -12%
CWP
457
Concord Wealth Partners
Virginia
$448K +$18.6K +222 +4%
AC
458
AlphaCore Capital
California
$445K – – –
PP
459
Prosperity Planning
Missouri
$443K – – –
NRI
460
NFP Retirement Inc
California
$439K +$439K +5,231 New
LFA
461
Level Financial Advisors
New York
$437K – – –
IWM
462
IHT Wealth Management
Illinois
$429K -$204K -2,438 -32%
TI
463
tru Independence
Oregon
$427K -$251K -2,985 -37%
IA
464
Integrity Advisory
Kansas
$425K -$429K -5,112 -50%
XF
465
XML Financial
Maryland
$422K +$24.3K +289 +6%
WCFA
466
Walkner Condon Financial Advisors
Wisconsin
$416K -$26.5K -315 -6%
BIA
467
Bell Investment Advisors
California
$414K +$414K +4,933 New
ADIM
468
Alpha DNA Investment Management
Maryland
$408K +$13.5K +161 +3%
TCMP
469
Thrive Capital Management (Pennsylvania)
Pennsylvania
$404K -$363K -4,330 -47%
ACA
470
Aptus Capital Advisors
Alabama
$403K -$58.2K -694 -13%
PPW
471
Pinnacle Private Wealth
Massachusetts
$403K – – –
SF
472
Synovus Financial
Georgia
$403K +$9.46K +113 +2%
AFAS
473
Acorn Financial Advisory Services
Virginia
$401K -$23.9K -285 -6%
HWM
474
Horizons Wealth Management
North Carolina
$400K +$400K +4,191 New
SFG
475
SNS Financial Group
Minnesota
$392K +$139K +1,658 +55%
17 18
19
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