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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.

Holders
663
Holders Change
+5
Holders Change %
+0.76%
% of All Funds
11.47%
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
1
Envestnet Asset Management
Illinois
$4.72B
2
CIAS
2
CFS Investment Advisory Services
New Jersey
$48.3M
3
IWA
3
Icon Wealth Advisors
Texas
$46.6M
4
LPL Financial
4
LPL Financial
California
$1B
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$481M

Top Sellers

1
BlackRock
1
BlackRock
New York
$1.11B
2
SMFG
2
Sumitomo Mitsui Financial Group
Japan
$0
3
Bank of America
3
Bank of America
North Carolina
$1.31B
4
DLIC
4
Daido Life Insurance Company
Japan
$54.1M
5
SFS
5
Security Financial Services
Indiana
$488K
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$4.72B 59,456,787 +1,341,724 +2%
Bank of America
2
Bank of America
North Carolina
$1.31B 16,503,030 -592,195 -3%
BlackRock
3
BlackRock
New York
$1.11B 14,033,671 -1,395,134 -9%
LPL Financial
4
LPL Financial
California
$1B 12,623,334 +569,762 +5%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$703M 8,847,294 -225,953 -2%
Morgan Stanley
6
Morgan Stanley
New York
$680M 8,565,562 -179,628 -2%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$481M 6,053,222 +370,184 +7%
PAS
8
Park Avenue Securities
New York
$465M 5,858,404 +40,864 +0.7%
Osaic Holdings
9
Osaic Holdings
Arizona
$461M 5,800,092 +97,274 +2%
5L
10
55I LLC
Massachusetts
$363M 4,570,219 -83,614 -2%
TF
11
TIAA FSB
Florida
$342M 4,306,939 +270,048 +7%
MML Investors Services
12
MML Investors Services
Massachusetts
$299M 3,764,996 +121,580 +3%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$260M 3,280,341 -14,348 -0.4%
Wells Fargo
14
Wells Fargo
California
$249M 3,131,757 -12,109 -0.4%
Goldman Sachs
15
Goldman Sachs
New York
$214M 2,689,992 +162,010 +6%
Betterment LLC
16
Betterment LLC
New York
$204M 2,426,859 – –
BOI
17
Bank of Italy
Italy
$164M 2,068,908 – –
Ameriprise
18
Ameriprise
Minnesota
$155M 1,951,721 -55,203 -3%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$145M 1,821,158 -18,561 -1%
Northern Trust
20
Northern Trust
Illinois
$137M 1,730,766 -24,444 -1%
AA
21
Acorns Advisers
California
$131M 1,645,603 +170,740 +12%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$127M 1,601,275 +37,131 +2%
WP
23
WealthSource Partners
California
$114M 1,430,095 +122,283 +9%
JC
24
JB Capital
Connecticut
$103M 1,299,964 +59,945 +5%
AWM
25
AE Wealth Management
Kansas
$98.6M 1,241,553 +81,042 +7%
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