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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 %
HIA
601
Harbor Investment Advisory
Maryland
$51K +$5.37K +64 +12%
ACA
602
Atlas Capital Advisors
Wyoming
$50.6K -$8.73K -104 -15%
CFFP
603
Center for Financial Planning
Michigan
$49K – – –
AWM
604
Avior Wealth Management
Nebraska
$47K -$32.8K -398 -41%
HR
605
Howe & Rusling
New York
$46K +$16.9K +201 +58%
RA
606
Rise Advisors
New York
$45K +$168 +2 +0.4%
NC
607
NewSquare Capital
Pennsylvania
$43K -$4.59K -55 -10%
DI
608
Disciplined Investments
Oklahoma
$39K – – –
OSAM
609
O'Shaughnessy Asset Management
Connecticut
$39K +$20.8K +247 +114%
GWM
610
Geneos Wealth Management
Colorado
$38K -$10.4K -125 -22%
CB
611
Community Bank
New York
$37K – – –
KTC
612
Kistler-Tiffany Companies
Pennsylvania
$36K +$168 +2 +0.5%
PMFA
613
Plante Moran Financial Advisors
Michigan
$35K +$32.2K +386 +1,135%
WWM
614
Wagner Wealth Management
South Carolina
$33K +$33K +394 New
LS
615
Leelyn Smith
Illinois
$30K +$30K +358 New
IRC
616
Investors Research Corp
Georgia
$29K +$16.5K +198 +132%
EIP
617
Ellis Investment Partners
Pennsylvania
$27K – – –
IHWM
618
Iron Horse Wealth Management
Iowa
$26K -$2.31K -28 -8%
CT
619
Clearstead Trust
Maine
$23K -$301K -3,634 -93%
TWP
620
TFO Wealth Partners
Ohio
$22K +$22K +261 New
ACK
621
Andrew C. Karlinski
$21K – – –
BLC
622
Brown, Lisle/Cummings
Rhode Island
$17.5K – – –
CWM
623
Curi Wealth Management
North Carolina
$17K +$17K +197 New
PP
624
PrairieView Partners
Minnesota
$16K -$191K -2,250 -92%
PSB
625
Piscataqua Savings Bank
New Hampshire
$16K – – –
23 24
25
26 27