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iShares ESG Aware MSCI USA ETF
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Overview Fund Activity

663 hedge funds and large institutions have $18.3B invested in iShares ESG Aware MSCI USA ETF in 2022 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 283 increasing their positions, 235 reducing their positions, and 46 closing their positions.

Holders
663
Holders Change
+5
Holders Change %
+0.76%
% of All Funds
11.46%
Holding in Top 10
112
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+7.69%
% of All Funds
1.94%
New
59
Increased
283
Reduced
235
Closed
46
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$4.72B
2
CIAS
2
CFS Investment Advisory Services
New Jersey
$48.3M
3
LPL Financial
3
LPL Financial
California
$1B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$481M
5
TF
5
TIAA FSB
Florida
$342M

Top Sellers

1
BlackRock
1
BlackRock
New York
$1.11B
2
SMFG
2
Sumitomo Mitsui Financial Group
Japan
$0
3
Bank of America
3
Bank of America
North Carolina
$1.31B
4
DLIC
4
Daido Life Insurance Company
Japan
$54.1M
5
SFS
5
Security Financial Services
Indiana
$488K
Name Holding Trade Value Shares
Change 		Shares
Change %
SIS
651
Sound Income Strategies
Florida
$4K -$528 -7 -12%
PMFA
652
Plante Moran Financial Advisors
Michigan
$3K -$34.1K -386 -92%
HWA
653
HHM Wealth Advisors
Tennessee
$3K – – –
EBA
654
Eagle Bay Advisors
New York
$3K – – –
FMII
655
Farmers & Merchants Investments Inc
Nebraska
$3K +$3K +32 New
BSSFA
656
Baron Silver Stevens Financial Advisors
Florida
$2.75K -$1.23K -1,174 -31%
BC
657
Barrett & Company
Rhode Island
$2.63K +$2.63K +31 New
PI
658
PFS Investments
Georgia
$2.07K +$2.07K +26,049 New
CAAS
659
Capital Asset Advisory Services
Michigan
$2K – – –
PA
660
PSI Advisors
Florida
$2K – – –
FHC
661
First Heartland Consultants
Missouri
$1.33K -$129 -1,625 -9%
RF
662
Robbins Farley
New Hampshire
$1K +$1K +7 New
Bank of Montreal
663
Bank of Montreal
Ontario, Canada
$54 – – –
JMF
664
Johnson Midwest Financial
Iowa
$2 – +3 +18%
SMFG
665
Sumitomo Mitsui Financial Group
Japan
– -$74.3M -885,000 Closed
Allianz Asset Management
666
Allianz Asset Management
Germany
– -$6.1M -72,728 Closed
PPP
667
Private Portfolio Partners
New Jersey
– -$4.48M -53,371 Closed
FTUS
668
Flow Traders U.S.
New York
– -$3.85M -45,823 Closed
E
669
Ergoteles
New York
– -$2.14M -25,548 Closed
AL
670
Aspiriant LLC
California
– -$1.23M -14,627 Closed
VIA
671
Vident Investment Advisory
Georgia
– -$1.12M -13,355 Closed
SEIA
672
Signature Estate & Investment Advisors
California
– -$594K -7,081 Closed
WWA
673
WC Walker & Associates
California
– -$498K -5,810 Closed
TI
674
tru Independence
Oregon
– -$427K -5,086 Closed
IA
675
Integrity Advisory
Kansas
– -$425K -5,064 Closed
25 26
27
28 29