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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 Market Value Shares Shares
Change 		Shares
Change %
PFA
51
Pettinga Financial Advisors
Indiana
$37.4M 470,907 -23,611 -5%
Prudential Financial
52
Prudential Financial
New Jersey
$37.4M 464,122 +12,891 +3%
GIA
53
Goodwin Investment Advisory
Georgia
$34.6M 436,105 +9,764 +2%
IWC
54
Integrated Wealth Concepts
Massachusetts
$34.4M 432,703 +28,138 +7%
SB
55
Strategic Blueprint
Georgia
$34.2M 430,402 -8,526 -2%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$33.9M 426,333 -16,942 -4%
HGWM
57
Horst & Graben Wealth Management
Oregon
$33.7M 424,184 +13,526 +3%
OWA
58
One Wealth Advisors
California
$33.3M 418,994 +27,008 +7%
MFG
59
Merit Financial Group
Georgia
$31.8M 400,158 -269,646 -40%
SW
60
SteelPeak Wealth
California
$31.6M 397,517 -5,529 -1%
PCIG
61
Partners Capital Investment Group
Massachusetts
$31.2M 393,251 +35,627 +10%
RJA
62
Raymond James & Associates
Florida
$30.7M 386,468 -5,638 -1%
BCM
63
Brookstone Capital Management
Illinois
$29.9M 377,610 -38,475 -9%
AA
64
Alesco Advisors
New York
$29.8M 375,354 -28,525 -7%
Truist Financial
65
Truist Financial
North Carolina
$29.5M 371,698 +21,263 +6%
LWA
66
Lineweaver Wealth Advisors
Ohio
$28M 352,404 -1,764 -0.5%
PFG
67
PAX Financial Group
Texas
$26.3M 331,520 -21,442 -6%
RJFSA
68
Raymond James Financial Services Advisors
Florida
$26M 326,810 -51,907 -14%
TSA
69
Tri-Star Advisors
Texas
$24.9M 308,377 -275 -0.1%
TAIM
70
TD Ameritrade Investment Management
Nebraska
$24.5M 309,037 -7,271 -2%
FT
71
Fiduciary Trust
Massachusetts
$24.4M 307,070 +48,417 +19%
BRWA
72
B. Riley Wealth Advisors
Florida
$24.1M 303,051 -13,057 -4%
T
73
TNF
Montana
$24M 300,165 +14,140 +5%
MPW
74
MA Private Wealth
California
$23.2M 276,653 +6,521 +2%
PWA
75
Physician Wealth Advisors
Utah
$22.9M 272,896 +6,916 +3%
1 2
3
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