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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 %
LRWA
201
Long Run Wealth Advisors
New York
$4.53M +$277K +3,303 +7%
MCAI
202
Members Capital Advisors Inc
Wisconsin
$4.52M +$437K +5,205 +11%
PPP
203
Private Portfolio Partners
New Jersey
$4.48M -$156K -1,861 -3%
FAIM
204
Financial Advocates Investment Management
Washington
$4.44M -$322K -3,833 -7%
CFD
205
Creative Financial Designs
Indiana
$4.44M +$830K +9,893 +23%
ACS
206
Archford Capital Strategies
Illinois
$4.44M +$69.1K +824 +2%
LF
207
Lantz Financial
Illinois
$4.43M +$409K +4,874 +10%
GRP
208
Global Retirement Partners
California
$4.42M +$903K +10,759 +26%
LNC
209
Lincoln National Corp
Pennsylvania
$4.4M +$522K +6,223 +13%
DE
210
Day & Ennis
Georgia
$4.35M -$9.9M -118,040 -69%
MHB
211
Midwest Heritage Bank
Iowa
$4.33M -$496K -5,912 -10%
BOH
212
Bank of Hawaii
Hawaii
$4.32M – – –
MMA
213
Miracle Mile Advisors
California
$4.32M +$350K +4,174 +9%
MHR
214
Matthew Hamilton Rosenberg
$4.29M +$185K +2,174 +5%
LNWWM
215
Laird Norton Wetherby Wealth Management
California
$4.24M – – –
TC
216
Trilogy Capital
California
$4.17M +$85.3K +1,017 +2%
AG
217
Ascent Group
Virginia
$4.13M -$17.3K -188 -0.4%
UCFA
218
United Capital Financial Advisors
Texas
$4.1M +$1.84M +21,919 +81%
BFEC
219
Benjamin F. Edwards & Company
Missouri
$4.03M +$81.1K +967 +2%
PFM
220
Parsec Financial Management
North Carolina
$3.97M +$493K +5,874 +14%
WIA
221
World Investment Advisors
California
$3.97M +$312K +3,369 +9%
BTWM
222
Baker Tilly Wealth Management
Wisconsin
$3.96M -$211K -2,517 -5%
SWG
223
Summit Wealth Group
Vermont
$3.88M +$141K +1,681 +4%
HHGA
224
Halbert Hargrove Global Advisors
California
$3.85M -$1.14M -13,594 -23%
FTUS
225
Flow Traders U.S.
New York
$3.85M +$3.85M +45,823 New
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