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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 %
PP
576
PDS Planning
Ohio
$201K +$335 +4 +0.2%
SFPG
577
Stonebridge Financial Planning Group
Florida
$201K +$6.31K +75 +3%
GKWIM
578
Gerber Kawasaki Wealth & Investment Management
California
$200K -$58.6K -699 -23%
PC
579
Pecaut & Co
Iowa
$189K +$71.7K +853 +61%
UWM
580
Urban Wealth Management
California
$184K +$184K +2,191 New
LWA
581
Lowe Wealth Advisors
Maryland
$178K – – –
ME
582
McIlrath & Eck
Washington
$160K +$160K +1,911 New
LPIC
583
LeJeune Puetz Investment Counsel
Michigan
$159K – – –
MA
584
MUFG Americas
New York
$134K -$57.8K -691 -30%
S
585
SignatureFD
Georgia
$130K +$168 +2 +0.1%
TAM
586
Tucker Asset Management
Colorado
$126K -$39.5K -471 -24%
PCG
587
Private Capital Group
Connecticut
$124K -$3.24M -38,623 -96%
M1FG
588
Mach-1 Financial Group
Arkansas
$120K +$120K +1,435 New
BA
589
Bellwether Advisors
Nebraska
$115K – – –
GIA
590
GHP Investment Advisors
Colorado
$101K -$138K -1,650 -58%
ADL
591
Asset Dedication LLC
California
$100K +$100K +1,191 New
SC
592
Siena Capital
Ohio
$83K -$29.3K -349 -26%
EWM
593
Endurance Wealth Management
Rhode Island
$80K -$8.37K -100 -9%
FP
594
Financial Perspectives
Minnesota
$79.8K – – –
HNB
595
Huntington National Bank
Ohio
$78K -$119K – –
GEA
596
Glen Eagle Advisors
New Jersey
$77.8K -$27.9K -333 -26%
ZIG
597
Zullo Investment Group
Pennsylvania
$67K -$13.1K -157 -16%
OPW
598
Oxler Private Wealth
New York
$60.3K +$60.3K +718 New
SIM
599
Studio Investment Management
Illinois
$54K +$54K +648 New
IWP
600
IAG Wealth Partners
Wisconsin
$53K -$22.3K -263 -30%
22 23
24
25 26