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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
1
TIAA FSB
Florida
$339M
2
SMFG
2
Sumitomo Mitsui Financial Group
Japan
$74.3M
3
Bank of America
3
Bank of America
North Carolina
$1.43B
4
TLIC
4
Taiyo Life Insurance Company
Japan
$65.9M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$53.2M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$50.4M
2
BF
2
Brooklyn FI
New York
$486K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.88B
4
BlackRock
4
BlackRock
New York
$1.29B
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$18.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
526
SL Advisors
New Jersey
$265K +$924 +11 +0.3%
ODIJL
527
One Day In July LLC
Vermont
$264K +$8.38K +100 +3%
BF
528
BOK Financial
Oklahoma
$263K +$263K +3,133 New
TIM
529
Tortoise Investment Management
New York
$260K -$190K -2,270 -42%
DWM
530
Destination Wealth Management
California
$259K -$36.2K -431 -12%
MWM
531
MBE Wealth Management
Wisconsin
$256K -$19.1K -227 -7%
APWA
532
Atlas Private Wealth Advisors
New Jersey
$251K +$503 +6 +0.2%
FA
533
Fortis Advisors
Pennsylvania
$249K +$28.9K +344 +13%
TFS
534
TrustCore Financial Services
Tennessee
$248K +$61.1K +728 +33%
TFS
535
Thoroughbred Financial Services
Tennessee
$246K +$167 +2 +0.1%
SFG
536
Sage Financial Group
Pennsylvania
$246K +$246K +2,935 New
FWI
537
Facet Wealth Inc
Maryland
$245K +$245K +2,915 New
CRI
538
Colonial River Investments
Virginia
$242K -$8.13K -97 -3%
TI
539
Trexquant Investment
Connecticut
$241K +$38.4K +458 +19%
WT
540
Whittier Trust
California
$240K -$75.4K -900 -24%
VWA
541
VERITY Wealth Advisors
United States
$238K -$42K -501 -15%
SSCA
542
South Shore Capital Advisors
Massachusetts
$238K -$18.6K -222 -7%
CWA
543
Canvas Wealth Advisors
Kansas
$238K +$238K +2,840 New
AWM
544
Accurate Wealth Management
Florida
$236K +$9.71K +112 +4%
NFSG
545
Newbridge Financial Services Group
Florida
$234K -$5.63K -67 -2%
VFIC
546
Valley Forge Investment Consultants
Pennsylvania
$234K – – –
FFA
547
Founders Financial Alliance
North Carolina
$231K -$16.9K -201 -7%
LWM
548
Laidlaw Wealth Management
New York
$231K – – –
DFA
549
DHK Financial Advisors
New Hampshire
$228K +$29.1K +346 +15%
VCM
550
Vivaldi Capital Management
Illinois
$227K +$5.36K +64 +2%
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