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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 %
WFA
676
Wade Financial Advisory
California
– -$389K -3,840 Closed
HAS
677
HBW Advisory Services
California
– -$383K -3,783 Closed
WC
678
Weil Company
California
– -$364K -3,590 Closed
HTC
679
Haverford Trust Company
Pennsylvania
– -$340K -3,350 Closed
MG
680
Mather Group
Illinois
– -$310K -3,057 Closed
Comerica Bank
681
Comerica Bank
Texas
– -$295K -2,971 Closed
SLWA
682
San Luis Wealth Advisors
California
– -$319K -2,961 Closed
CWM
683
CCG Wealth Management
California
– -$284K -2,798 Closed
IC
684
IEQ Capital
California
– -$279K -2,756 Closed
KP
685
Keel Point
Alabama
– -$259K -2,555 Closed
DAM
686
Derbend Asset Management
Georgia
– -$263K -2,436 Closed
SIM
687
Stratos Investment Management
Ohio
– -$241K -2,376 Closed
TWP
688
Transparent Wealth Partners
Arkansas
– -$240K -2,366 Closed
NSAM
689
North Star Asset Management
Wisconsin
– -$239K -2,355 Closed
PFA
690
Pathway Financial Advisors
Vermont
– -$235K -2,323 Closed
CAMV
691
Concord Asset Management (Virginia)
Virginia
– -$232K -2,286 Closed
BCA
692
Bay Colony Advisors
Massachusetts
– -$231K -2,279 Closed
HCP
693
Holt Capital Partners
Texas
– -$226K -2,230 Closed
FMN
694
Financial Management Network
California
– -$223K -2,171 Closed
ETIA
695
Epic Trust Investment Advisors
Washington
– -$217K -2,136 Closed
HCM
696
Hudson Capital Management
New Jersey
– -$215K -2,125 Closed
CW
697
Connectus Wealth
Ohio
– -$226K -2,094 Closed
Jones Financial Companies
698
Jones Financial Companies
Missouri
– -$211K -2,079 Closed
VPIM
699
Vanguard Personalized Indexing Management
California
– -$206K -2,035 Closed
PA
700
Pinnacle Associates
New York
– -$201K -1,987 Closed
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