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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.

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 Market Value Shares Shares
Change 		Shares
Change %
WWG
51
West Wealth Group
California
$41.4M 493,948 +7,058 +1%
Prudential Financial
52
Prudential Financial
New Jersey
$38.2M 451,231 -6,395 -1%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$37.2M 443,275 -98,648 -18%
SB
54
Strategic Blueprint
Georgia
$36.8M 438,928 +11,059 +3%
BCM
55
Brookstone Capital Management
Illinois
$36.1M 416,085 -7,736 -2%
GIA
56
Goodwin Investment Advisory
Georgia
$35.8M 426,341 +54,760 +15%
FIA
57
Foundations Investment Advisors
Arizona
$35.4M 413,976 +133,590 +48%
APW
58
Austin Private Wealth
Texas
$34.9M 416,165 +70,870 +21%
HGWM
59
Horst & Graben Wealth Management
Oregon
$34.5M 410,658 +5,161 +1%
IWC
60
Integrated Wealth Concepts
Massachusetts
$33.9M 404,565 -5,111 -1%
AA
61
Alesco Advisors
New York
$33.9M 403,879 +13,574 +3%
SW
62
SteelPeak Wealth
California
$33.8M 403,046 -5,914 -1%
SFS
63
Security Financial Services
Indiana
$33.3M 396,818 +1,902 +0.5%
RJA
64
Raymond James & Associates
Florida
$32.9M 392,106 +133,775 +52%
OWA
65
One Wealth Advisors
California
$32.9M 391,986 -5,331 -1%
RJFSA
66
Raymond James Financial Services Advisors
Florida
$31.8M 378,717 -229,251 -38%
PCIG
67
Partners Capital Investment Group
Massachusetts
$30M 357,624 +14,134 +4%
LWA
68
Lineweaver Wealth Advisors
Ohio
$29.7M 354,168 -1,503 -0.4%
PFG
69
PAX Financial Group
Texas
$29.6M 352,962 -20,790 -6%
Truist Financial
70
Truist Financial
North Carolina
$29.4M 350,435 +20,527 +6%
T
71
TCWP
Ohio
$28.9M 343,865 +7,628 +2%
KFSC
72
Keystone Financial Services (Colorado)
Colorado
$27.7M 304,567 -13,428 -4%
CFGS
73
Concourse Financial Group Securities
Alabama
$27.7M 330,000 -21,741 -6%
TAIM
74
TD Ameritrade Investment Management
Nebraska
$26.5M 316,308 -2,236 -0.7%
SHIM
75
Stone House Investment Management
Pennsylvania
$26.5M 316,228 +7,447 +2%
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