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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 %
BCI
201
Brinker Capital Investments
Pennsylvania
$4.78M +$1.26M +15,877 +36%
AllianceBernstein
202
AllianceBernstein
Tennessee
$4.76M +$276K +3,472 +6%
T
203
TRUADVICE
Florida
$4.74M -$331K -3,878 -7%
JPMPWA
204
J.P. Morgan Private Wealth Advisors
California
$4.65M +$3.9M +49,122 +521%
GWM
205
GSB Wealth Management
Connecticut
$4.64M -$436K -5,492 -9%
CF
206
Centaurus Financial
California
$4.63M +$1.29M +16,215 +39%
MBT
207
Montecito Bank & Trust
California
$4.61M +$20.4K +257 +0.4%
CAM
208
Concorde Asset Management
Michigan
$4.54M +$80.7K +1,016 +2%
LF
209
Lantz Financial
Illinois
$4.51M +$318K +3,999 +8%
SWA
210
Stratos Wealth Advisors
Ohio
$4.43M -$5.41M -68,120 -55%
FA
211
Financial Advisors
Massachusetts
$4.41M +$1.81M +22,846 +70%
LRWA
212
Long Run Wealth Advisors
New York
$4.38M +$90.1K +1,135 +2%
RSWM
213
Robertson Stephens Wealth Management
California
$4.3M +$1.9M +23,981 +79%
MCAI
214
Members Capital Advisors Inc
Wisconsin
$4.28M – – –
ACS
215
Archford Capital Strategies
Illinois
$4.26M +$63K +794 +2%
SWG
216
Summit Wealth Group
Vermont
$4.22M +$552K +6,950 +15%
LNC
217
Lincoln National Corp
Pennsylvania
$4.16M -$9.85K -124 -0.2%
PFM
218
Parsec Financial Management
North Carolina
$4.06M +$306K +3,855 +8%
DE
219
Day & Ennis
Georgia
$4.04M -$77.6K -977 -2%
GRP
220
Global Retirement Partners
California
$4.02M -$498K -5,805 -11%
CCFM
221
Clear Creek Financial Management
Washington
$4.02M -$652K -8,210 -14%
TC
222
Trilogy Capital
California
$4M +$57.2K +720 +1%
DAS
223
Dynamic Advisor Solutions
Arizona
$3.99M +$658K +8,283 +20%
AF
224
Apexium Financial
Texas
$3.95M +$3.95M +49,687 New
MMA
225
Miracle Mile Advisors
California
$3.93M -$161K -2,029 -4%
7 8
9
10 11