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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.

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
1
Envestnet Asset Management
Illinois
$4.72B
2
CIAS
2
CFS Investment Advisory Services
New Jersey
$48.3M
3
LPL Financial
3
LPL Financial
California
$1B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$481M
5
TF
5
TIAA FSB
Florida
$342M

Top Sellers

1
BlackRock
1
BlackRock
New York
$1.11B
2
SMFG
2
Sumitomo Mitsui Financial Group
Japan
$0
3
Bank of America
3
Bank of America
North Carolina
$1.31B
4
DLIC
4
Daido Life Insurance Company
Japan
$54.1M
5
SFS
5
Security Financial Services
Indiana
$488K
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$90.4M 1,138,497 -1,648 -0.1%
Wealthfront Advisers
27
Wealthfront Advisers
California
$84.6M 1,064,866 +186,337 +21%
KAS
28
Kestra Advisory Services
Texas
$84.5M 1,063,925 +56,934 +6%
Mirae Asset Global Investments
29
Mirae Asset Global Investments
South Korea
$80.3M 1,011,400 -3,500 -0.3%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$78.7M 990,454 +81,010 +9%
NA
31
NewEdge Advisors
Louisiana
$78.3M 986,431 +24,834 +3%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$72M 906,184 -58,361 -6%
SHJ
33
Sharkey, Howes & Javer
Colorado
$64.7M 814,443 +803 +0.1%
PCA
34
Personal Capital Advisors
California
$63.6M 801,231 +46,719 +6%
TLIC
35
Taiyo Life Insurance Company
Japan
$62.3M 785,000 – –
CW
36
CreativeOne Wealth
Kansas
$60.6M 763,221 +8,550 +1%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$59.9M 754,270 -254,786 -25%
AWS
38
Atria Wealth Solutions
New York
$59.9M 753,784 -119,501 -14%
Stifel Financial
39
Stifel Financial
Missouri
$59.1M 744,637 -45,006 -6%
BTI
40
Blue Trust Inc
Georgia
$56.5M 672,893 -90,128 -12%
DLIC
41
Daido Life Insurance Company
Japan
$54.1M 681,892 -580,577 -46%
Mercer Global Advisors
42
Mercer Global Advisors
Colorado
$50.2M 632,018 -2,190 -0.3%
AI
43
Atria Investments
North Carolina
$48.7M 612,680 -122,950 -17%
CIAS
44
CFS Investment Advisory Services
New Jersey
$48.3M 48,343,618 +47,742,801 +7,946%
IWA
45
Icon Wealth Advisors
Texas
$46.6M 586,973 +586,973 New
FIA
46
Foundations Investment Advisors
Arizona
$40.6M 511,353 +97,377 +24%
TLFA
47
True Link Financial Advisors
California
$40.2M 506,292 -4,119 -0.8%
HFA
48
High Falls Advisors
New York
$38.5M 485,132 -9,358 -2%
WWG
49
West Wealth Group
California
$38.3M 482,120 -11,828 -2%
APW
50
Austin Private Wealth
Texas
$37.6M 473,299 +57,134 +14%
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