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iShares ESG Aware MSCI USA ETF
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Overview Fund Activity

511 hedge funds and large institutions have $15.7B invested in iShares ESG Aware MSCI USA ETF in 2021 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 294 increasing their positions, 102 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
511
Holders Change
+24
Holders Change %
+4.93%
% of All Funds
8.92%
Holding in Top 10
77
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.05%
% of All Funds
1.34%
New
61
Increased
294
Reduced
102
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.18B
2
BOI
Bank of Italy
Italy
$204M
3
Bank of America
Bank of America
North Carolina
$1.29B
4
Morgan Stanley
Morgan Stanley
New York
$685M
5
5L
55I LLC
Massachusetts
$250M

Top Sellers

1
MB
Mizuho Bank
Japan
$0
2
BRC
BHF RG Capital
Arizona
$10.2M
3
FTUS
Flow Traders U.S.
New York
$0
4
CWS
Cypress Wealth Services
California
$17.7M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$77.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SP
226
Successful Portfolios
Florida
$2.08M -$39.4K -400 -2%
Susquehanna International Group
227
Susquehanna International Group
Pennsylvania
$2.07M +$187K +1,894 +10%
LF
228
Lantz Financial
Illinois
$2.04M +$1.41M +14,329 +223%
KCA
229
Karn Couzens & Associates
Connecticut
$2.03M -$64.8K -658 -3%
PSUF
230
People's United Financial
Connecticut
$2.02M -$25.2K -256 -1%
APC
231
Aspire Private Capital
North Carolina
$2.02M +$494K +5,019 +32%
Jane Street
232
Jane Street
New York
$1.99M +$1.99M +20,226 New
Fisher Asset Management
233
Fisher Asset Management
Washington
$1.99M -$77.6K -788 -4%
CWM
234
Cornerstone Wealth Management
Missouri
$1.97M -$114K -1,153 -5%
EWA
235
EP Wealth Advisors
California
$1.97M -$307K -3,118 -13%
VCM
236
Vision Capital Management
Oregon
$1.96M +$255K +2,594 +15%
LA
237
LexAurum Advisors
Kansas
$1.94M +$19.7K +200 +1%
Principal Financial Group
238
Principal Financial Group
Iowa
$1.94M +$129K +1,308 +7%
HIM
239
Hanlon Investment Management
New Jersey
$1.92M -$16.9K -172 -0.9%
BSB
240
Bangor Savings Bank
Maine
$1.88M +$132K +1,340 +8%
SWG
241
Summit Wealth Group
Vermont
$1.87M +$1.38M +13,974 +278%
BCI
242
Brinker Capital Investments
Pennsylvania
$1.87M +$488K +4,956 +35%
WWM
243
Western Wealth Management
Colorado
$1.83M +$1.51M +15,343 +479%
Deutsche Bank
244
Deutsche Bank
Germany
$1.79M -$908K -9,220 -34%
Cerity Partners
245
Cerity Partners
New York
$1.77M +$744K +7,551 +73%
BWM
246
Baystate Wealth Management
Massachusetts
$1.76M +$1M +10,187 +132%
LFAS
247
Level Four Advisory Services
Texas
$1.74M +$70.2K +713 +4%
CCG
248
Capital CS Group
California
$1.73M +$836K +8,485 +94%
RW
249
REDW Wealth
New Mexico
$1.7M -$256K -2,600 -13%
BNP Paribas Financial Markets
250
BNP Paribas Financial Markets
France
$1.67M +$1.67M +17,000 New
8 9
10
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