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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 %
SFCL
626
Strengthening Families & Communities LLC
Massachusetts
$15K – – –
EI
627
Ellevest Inc
New York
$15K +$14.2K +170 +1,889%
BC
628
Bartlett & Co
Ohio
$14K -$26.4K -305 -65%
BCWM
629
Bartlett & Co Wealth Management
Ohio
$13.6K -$25.6K -305 -65%
JFA
630
JNBA Financial Advisors
Minnesota
$13K – – –
GM
631
GeoWealth Management
Illinois
$13K +$2.01K +25 +18%
SCA
632
Stonebridge Capital Advisors
Minnesota
$12K – – –
DWMG
633
DB Wealth Management Group
California
$11K -$840 -10 -7%
FFC
634
Fure Financial Corporation
Minnesota
$11K +$2.2K +28 +25%
AIC
635
Archer Investment Corporation
Indiana
$9.82K – – –
National Bank of Canada
636
National Bank of Canada
Quebec, Canada
$9K – – –
SWM
637
Selective Wealth Management
Virginia
$8K – – –
LWANC
638
Laurel Wealth Advisors (North Carolina)
North Carolina
$8K +$8K +98 New
NL
639
NVWM LLC
Pennsylvania
$8K +$8K +100 New
SWA
640
SOA Wealth Advisors
New York
$7K – – –
FFC
641
First Financial Corp
Indiana
$7K +$7K +83 New
BBPWM
642
Blue Bell Private Wealth Management
Pennsylvania
$6K – – –
LPWM
643
Lake Point Wealth Management
Texas
$6K +$6K +68 New
CCM
644
Chilton Capital Management
Texas
$6K +$6K +68 New
GI
645
Gradient Investments
Minnesota
$5K -$5.31K -69 -51%
SIS
646
Sound Income Strategies
Florida
$5K +$5K +60 New
BMD
647
Better Money Decisions
New Mexico
$4K +$4K +47 New
EBA
648
Eagle Bay Advisors
New York
$3.52K +$3.52K +42 New
PA
649
PSI Advisors
Florida
$3K – – –
HWA
650
HHM Wealth Advisors
Tennessee
$3K – – –
24 25
26
27 28