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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 %
LC
551
Lindbrook Capital
California
$224K – – –
GC
552
Grimes & Company
Massachusetts
$224K +$224K +2,670 New
Koshinski Asset Management
553
Koshinski Asset Management
Illinois
$223K +$22.9K +273 +11%
PCA
554
Pallas Capital Advisors
Massachusetts
$223K +$223K +2,527 New
AWA
555
Arkadios Wealth Advisors
Georgia
$223K +$223K +2,663 New
CCIA
556
Cherry Creek Investment Advisors
Colorado
$222K +$755 +9 +0.3%
HDIM
557
Hanson & Doremus Investment Management
Vermont
$222K +$222K +2,651 New
AWM
558
Axxcess Wealth Management
California
$220K -$168K -2,008 -43%
US Bancorp
559
US Bancorp
Minnesota
$220K +$81.3K +968 +59%
IFS
560
Ifrah Financial Services
Arkansas
$219K +$837 +10 +0.4%
RMC
561
Regis Management Company
California
$216K +$216K +2,570 New
F
562
F3Logic
Minnesota
$215K +$215K +2,568 New
CFG
563
Citizens Financial Group
Rhode Island
$214K -$6.63K -79 -3%
SFC
564
SYM Financial Corp
Indiana
$213K +$14.6K +174 +7%
SPIO
565
Seven Post Investment Office
California
$212K – – –
TP
566
Tranquility Partners
Tennessee
$212K – – –
CW
567
Cook Wealth
North Carolina
$212K +$212K +2,302 New
SFM
568
Signet Financial Management
New Jersey
$211K – – –
Financial Engines Advisors
569
Financial Engines Advisors
California
$209K -$1.01K -12 -0.5%
FEM
570
Fulcrum Equity Management
Texas
$208K -$12.6K -150 -6%
CIBC Private Wealth Group
571
CIBC Private Wealth Group
Georgia
$207K +$207K +2,471 New
BSW
572
Buckingham Strategic Wealth
Missouri
$205K +$205K +2,445 New
GLA
573
Good Life Advisors
Pennsylvania
$204K -$45.5K -541 -18%
YIH
574
Y-Intercept (HK)
Hong Kong
$204K +$204K +2,436 New
AIM
575
Acropolis Investment Management
Missouri
$202K – – –
21 22
23
24 25