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iShares ESG Aware MSCI USA ETF
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Overview Fund Activity

487 hedge funds and large institutions have $13.3B invested in iShares ESG Aware MSCI USA ETF in 2021 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 225 increasing their positions, 128 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
487
Holders Change
+62
Holders Change %
+14.59%
% of All Funds
8.58%
Holding in Top 10
74
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+19.35%
% of All Funds
1.3%
New
94
Increased
225
Reduced
128
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
$1.29B
2
MB
Mizuho Bank
Japan
$109M
3
Bank of America
Bank of America
North Carolina
$1.08B
4
Morgan Stanley
Morgan Stanley
New York
$564M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$302M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.57B
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$386K
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$235M
4
FI
FormulaFolio Investments
Michigan
$1K
5
SS
Simplicity Solutions
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GW
226
GW & Wade
Massachusetts
$1.74M +$590K +6,490 +51%
Susquehanna International Group
227
Susquehanna International Group
Pennsylvania
$1.73M -$6.09M -67,028 -78%
Principal Financial Group
228
Principal Financial Group
Iowa
$1.67M -$86.4K -951 -5%
MKA
229
M. Kulyk & Associates
Georgia
$1.63M +$193K +2,129 +13%
BSB
230
Bangor Savings Bank
Maine
$1.62M +$31.2K +343 +2%
FA
231
Financial Advisors
Massachusetts
$1.6M +$1.38M +15,221 +645%
CAG
232
Csenge Advisory Group
Florida
$1.59M +$1.59M +16,866 New
DAS
233
Dynamic Advisor Solutions
Arizona
$1.58M +$14.8K +163 +0.9%
FCA
234
FinTrust Capital Advisors
South Carolina
$1.57M -$475K -5,223 -23%
VCM
235
Vision Capital Management
Oregon
$1.57M -$160K -1,762 -9%
UCFA
236
United Capital Financial Advisors
Texas
$1.57M -$357K -3,929 -19%
LFAS
237
Level Four Advisory Services
Texas
$1.54M +$1.54M +16,904 New
MWM
238
MBE Wealth Management
Wisconsin
$1.44M +$81.5K +897 +6%
DC
239
Davenport & Co
Virginia
$1.43M +$16.8K +185 +1%
APC
240
Aspire Private Capital
North Carolina
$1.41M +$510K +5,611 +57%
CFA
241
Cahill Financial Advisors
Minnesota
$1.31M +$1.31M +14,412 New
HT
242
HAP Trading
New York
$1.3M -$1.45M -15,943 -53%
GAM
243
Gould Asset Management
California
$1.28M +$149K +1,644 +13%
BCI
244
Brinker Capital Investments
Pennsylvania
$1.27M +$972K +10,693 +322%
RFN
245
RDA Financial Network
Iowa
$1.27M -$18.6K -205 -1%
MWA
246
MFA Wealth Advisors
Pennsylvania
$1.24M – – –
QPWM
247
Quadrant Private Wealth Management
Pennsylvania
$1.23M +$122K +1,339 +11%
KFS
248
Kelly Financial Services
Massachusetts
$1.2M +$556K +6,121 +87%
OFG
249
OmniStar Financial Group
North Carolina
$1.19M -$1.21M -13,364 -51%
LFA
250
Legacy Financial Advisors
Kentucky
$1.19M -$33.8K -372 -3%
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