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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.

New
Increased
Maintained
Reduced
Closed
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
Envestnet Asset Management
Illinois
$4.72B
2
CIAS
CFS Investment Advisory Services
New Jersey
$48.3M
3
LPL Financial
LPL Financial
California
$1B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$481M
5
TF
TIAA FSB
Florida
$342M

Top Sellers

1
BlackRock
BlackRock
New York
$1.11B
2
SMFG
Sumitomo Mitsui Financial Group
Japan
$0
3
Bank of America
Bank of America
North Carolina
$1.31B
4
DLIC
Daido Life Insurance Company
Japan
$54.1M
5
SFS
Security Financial Services
Indiana
$488K
Name Holding Trade Value Shares
Change 		Shares
Change %
LNWWM
176
Laird Norton Wetherby Wealth Management
California
$6.59M +$2.57M +32,367 +64%
VIA
177
Virtus Investment Advisers
Connecticut
$6.57M +$6.57M +82,681 New
CC
178
Copperleaf Capital
North Carolina
$6.43M +$533K +6,712 +9%
PA
179
PFG Advisors
Arizona
$6.38M +$382K +4,816 +6%
PFGIA
180
Patriot Financial Group Insurance Agency
Massachusetts
$6.33M -$784K -9,872 -11%
BEC
181
Blue Edge Capital
Virginia
$6.32M -$335K -4,220 -5%
PMA
182
Prudent Man Advisors
Illinois
$6.29M -$17.9K -226 -0.3%
MWM
183
Maripau Wealth Management
Indiana
$6.24M -$501K -5,840 -7%
Bessemer Group
184
Bessemer Group
New Jersey
$6.17M – – –
WP
185
WealthSpring Partners
California
$6.1M +$6.1M +76,822 New
FLPIM
186
F.L. Putnam Investment Management
Massachusetts
$6.04M -$185K -2,332 -3%
PL
187
Plancorp LLC
Missouri
$6.03M +$604K +7,609 +11%
CIAS
188
Capital Investment Advisory Services
North Carolina
$6.03M +$1.53M +19,330 +34%
DL
189
DOHJ LLC
Washington
$6.02M +$535K +6,739 +10%
Mariner
190
Mariner
Kansas
$5.94M +$306K +3,852 +5%
PO
191
Private Ocean
California
$5.89M -$278K -3,505 -5%
CAG
192
Csenge Advisory Group
Florida
$5.81M +$3.21M +40,479 +124%
VWM
193
Venturi Wealth Management
Texas
$5.76M -$117K -1,469 -2%
BAM
194
Belpointe Asset Management
Nevada
$5.75M +$31.6K +398 +0.6%
AWM
195
Apollon Wealth Management
South Carolina
$5.65M -$81.6K -1,027 -1%
PFG
196
Pacific Financial Group
Washington
$5.61M -$612K -7,711 -10%
TA
197
Tiedemann Advisors
New York
$5.35M +$217K +2,735 +4%
CA
198
CoreCap Advisors
Michigan
$5.35M +$39.2K +494 +0.7%
MLA
199
My Legacy Advisors
Oregon
$4.9M +$2.35M +29,660 +92%
UCFA
200
United Capital Financial Advisors
Texas
$4.87M +$983K +12,375 +25%
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