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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.

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
1
TIAA FSB
Florida
$339M
2
BTI
2
Blue Trust Inc
Georgia
$77.3M
3
SMFG
3
Sumitomo Mitsui Financial Group
Japan
$74.3M
4
Bank of America
4
Bank of America
North Carolina
$1.43B
5
TLIC
5
Taiyo Life Insurance Company
Japan
$65.9M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$50.4M
2
BF
2
Brooklyn FI
New York
$486K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.88B
4
BlackRock
4
BlackRock
New York
$1.29B
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$18.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$4.88B 58,115,063 -2,529,978 -4%
Bank of America
2
Bank of America
North Carolina
$1.43B 17,095,225 +810,585 +5%
BlackRock
3
BlackRock
New York
$1.29B 15,428,805 -1,173,959 -7%
LPL Financial
4
LPL Financial
California
$1.01B 12,053,572 +185,214 +2%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$761M 9,073,247 +98,720 +1%
Morgan Stanley
6
Morgan Stanley
New York
$734M 8,745,190 -296,853 -3%
PAS
7
Park Avenue Securities
New York
$488M 5,817,540 -184,441 -3%
Osaic Holdings
8
Osaic Holdings
Arizona
$479M 5,702,818 -252,404 -4%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$477M 5,683,038 -43,735 -0.8%
5L
10
55I LLC
Massachusetts
$390M 4,653,833 +354,865 +8%
TF
11
TIAA FSB
Florida
$339M 4,036,891 +3,918,230 +3,302%
MML Investors Services
12
MML Investors Services
Massachusetts
$306M 3,643,416 +165,065 +5%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$277M 3,294,689 -169,995 -5%
Wells Fargo
14
Wells Fargo
California
$264M 3,143,866 -121,568 -4%
Goldman Sachs
15
Goldman Sachs
New York
$212M 2,527,982 +289,818 +13%
Betterment LLC
16
Betterment LLC
New York
$204M 2,426,859 +33,541 +1%
BOI
17
Bank of Italy
Italy
$174M 2,068,908 – –
Ameriprise
18
Ameriprise
Minnesota
$168M 2,006,924 -26,615 -1%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$154M 1,839,719 -313,288 -15%
Northern Trust
20
Northern Trust
Illinois
$147M 1,755,210 +100,778 +6%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$131M 1,564,144 -9,438 -0.6%
AA
22
Acorns Advisers
California
$124M 1,474,863 +219,977 +18%
WP
23
WealthSource Partners
California
$110M 1,307,812 +223,344 +21%
DLIC
24
Daido Life Insurance Company
Japan
$106M 1,262,469 – –
JC
25
JB Capital
Connecticut
$104M 1,240,019 -48,235 -4%
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