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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
TIAA FSB
Florida
$339M
2
SMFG
Sumitomo Mitsui Financial Group
Japan
$74.3M
3
Bank of America
Bank of America
North Carolina
$1.43B
4
TLIC
Taiyo Life Insurance Company
Japan
$65.9M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$53.2M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$50.4M
2
BF
Brooklyn FI
New York
$486K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.88B
4
BlackRock
BlackRock
New York
$1.29B
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$18.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
4WM
151
4J Wealth Management
Virginia
$7.99M -$619K -7,372 -7%
WAL
152
W Advisors LLC
Tennessee
$7.98M +$2.03M +24,153 +34%
NL
153
NWAM LLC
Washington
$7.88M -$561K -6,600 -7%
SHGA
154
Sand Hill Global Advisors
California
$7.88M +$85.7K +1,022 +1%
TCA
155
Transcend Capital Advisors
New Jersey
$7.82M -$194K -2,314 -2%
Schroder Investment Management Group
156
Schroder Investment Management Group
United Kingdom
$7.7M -$4.79M -56,574 -38%
IA
157
IFP Advisors
Florida
$7.64M – – –
PFGIA
158
Patriot Financial Group Insurance Agency
Massachusetts
$7.52M -$306K -3,650 -4%
MYIA
159
Mount Yale Investment Advisors
Colorado
$7.5M -$93K -1,108 -1%
PAMG
160
Patton Albertson Miller Group
Tennessee
$7.44M -$168K -2,003 -2%
MD
161
Money Design
Japan
$7.41M +$4.98M +59,360 +205%
AC
162
Apella Capital
Connecticut
$7.39M +$1.19M +14,204 +19%
KWM
163
Keebeck Wealth Management
Illinois
$7.34M -$995K -11,859 -12%
WEG
164
World Equity Group
Illinois
$7.33M +$2.43M +28,939 +50%
Baird Financial Group
165
Baird Financial Group
Wisconsin
$7.31M +$119K +1,424 +2%
MWM
166
Maripau Wealth Management
Indiana
$7.21M -$2.1M -22,863 -23%
WWP
167
WR Wealth Planners
Missouri
$7.06M +$30.5K +363 +0.4%
BEC
168
Blue Edge Capital
Virginia
$7.03M +$71.8K +856 +1%
JIC
169
Joel Isaacson & Co
New York
$6.78M +$22.8K +272 +0.3%
Citigroup
170
Citigroup
New York
$6.78M +$2.22M +26,425 +49%
PMA
171
Prudent Man Advisors
Illinois
$6.67M +$188K +2,239 +3%
FLPIM
172
F.L. Putnam Investment Management
Massachusetts
$6.58M +$279K +3,328 +4%
PFG
173
Pacific Financial Group
Washington
$6.57M -$2.4M -28,571 -27%
Bessemer Group
174
Bessemer Group
New Jersey
$6.52M – – –
PO
175
Private Ocean
California
$6.51M +$1.07M +12,787 +20%
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