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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 %
PW
501
Peninsula Wealth
California
$314K +$1.09K +13 +0.3%
PFA
502
Professional Financial Advisors
Nebraska
$314K +$22.3K +265 +8%
PFM
503
Peak Financial Management
Massachusetts
$313K +$38.2K +455 +14%
FPAS
504
Focus Partners Advisor Solutions
Missouri
$312K +$79.1K +942 +34%
AWA
505
Aaron Wealth Advisors
Illinois
$312K +$312K +3,719 New
VBFP
506
Valtinson Bruner Financial Planning
Minnesota
$311K -$69.9K -833 -18%
MWM
507
Mascoma Wealth Management
New Hampshire
$304K +$208K +2,475 +216%
SWM
508
Sugarloaf Wealth Management
Georgia
$303K – – –
CF
509
Cantor Fitzgerald
New York
$303K +$303K +3,608 New
LGWM
510
Litman Gregory Wealth Management
California
$298K +$298K +3,548 New
BCMO
511
Buckingham Capital Management (Ohio)
Ohio
$294K +$85.5K +1,020 +41%
TCWA
512
Ten Capital Wealth Advisors
Washington
$292K – – –
ZCA
513
Zeke Capital Advisors
Pennsylvania
$289K – – –
ECM
514
Evergreen Capital Management
Washington
$288K -$88.6K -1,055 -24%
CPWMP
515
Cardinal Point Wealth Management Partners
California
$287K +$287K +3,425 New
CAMG
516
CWA Asset Management Group
Florida
$285K -$150K -1,781 -34%
BS
517
Boenning & Scattergood
Pennsylvania
$284K – – –
AA
518
Advisory Alpha
Michigan
$281K -$291K -3,463 -51%
Bank of Nova Scotia
519
Bank of Nova Scotia
Ontario, Canada
$277K -$5.06M -60,300 -95%
OC
520
Oppenheimer & Co
New York
$277K +$33.6K +400 +14%
PIMG
521
Patriot Investment Management Group
Tennessee
$275K +$11.4K +136 +4%
OPCM
522
Osborne Partners Capital Management
California
$271K – – –
Wolverine Trading
523
Wolverine Trading
Illinois
$271K +$271K +3,201 New
JG
524
Jefferies Group
New York
$268K +$268K +3,195 New
MWM
525
Modera Wealth Management
New Jersey
$266K +$266K +3,175 New
19 20
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