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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 %
DADC
676
D.A. Davidson & Co
Montana
– -$363K -4,322 Closed
ZIG
677
Zurich Insurance Group
Switzerland
– -$316K -3,768 Closed
AA
678
Advisory Alpha
Michigan
– -$281K -3,348 Closed
MWM
679
Modera Wealth Management
New Jersey
– -$266K -3,175 Closed
ODIJL
680
One Day In July LLC
Vermont
– -$264K -3,149 Closed
BF
681
BOK Financial
Oklahoma
– -$263K -3,133 Closed
FWI
682
Facet Wealth Inc
Maryland
– -$245K -2,915 Closed
CRI
683
Colonial River Investments
Virginia
– -$242K -2,886 Closed
CWA
684
Canvas Wealth Advisors
Kansas
– -$238K -2,840 Closed
CCIA
685
Cherry Creek Investment Advisors
Colorado
– -$222K -2,646 Closed
AWM
686
Axxcess Wealth Management
California
– -$220K -2,622 Closed
SFC
687
SYM Financial Corp
Indiana
– -$213K -2,538 Closed
TP
688
Tranquility Partners
Tennessee
– -$212K -2,521 Closed
FEM
689
Fulcrum Equity Management
Texas
– -$208K -2,474 Closed
CIBC Private Wealth Group
690
CIBC Private Wealth Group
Georgia
– -$207K -2,471 Closed
YIH
691
Y-Intercept (HK)
Hong Kong
– -$204K -2,436 Closed
GLA
692
Good Life Advisors
Pennsylvania
– -$204K -2,426 Closed
PP
693
PDS Planning
Ohio
– -$201K -2,400 Closed
SFPG
694
Stonebridge Financial Planning Group
Florida
– -$201K -2,390 Closed
GKWIM
695
Gerber Kawasaki Wealth & Investment Management
California
– -$200K -2,386 Closed
CW
696
Cook Wealth
North Carolina
– -$212K -2,302 Closed
ME
697
McIlrath & Eck
Washington
– -$160K -1,911 Closed
SIM
698
Studio Investment Management
Illinois
– -$54K -648 Closed
IHWM
699
Iron Horse Wealth Management
Iowa
– -$26K -315 Closed
CWM
700
Curi Wealth Management
North Carolina
– -$17K -197 Closed
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