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iShares ESG Aware MSCI USA ETF
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Overview Fund Activity

551 hedge funds and large institutions have $18.1B invested in iShares ESG Aware MSCI USA ETF in 2021 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 319 increasing their positions, 90 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
+40
Holders Change %
+7.83%
% of All Funds
9.68%
Holding in Top 10
87
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+12.99%
% of All Funds
1.53%
New
70
Increased
319
Reduced
90
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$5.16B
2
LPL Financial
LPL Financial
California
$1.02B
3
MB
Mizuho Bank
Japan
$197M
4
Morgan Stanley
Morgan Stanley
New York
$815M
5
BlackRock
BlackRock
New York
$1.56B

Top Sellers

1
KFS
Kelly Financial Services
Massachusetts
$1.6M
2
T
TRUADVICE
Florida
$5.52M
3
TAIM
TD Ameritrade Investment Management
Nebraska
$13.4M
4
WP
WealthShield Partners
North Carolina
$16.4M
5
MA
Mutual Advisors
Nebraska
$8.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
226
Spire Wealth Management
Virginia
$2.77M +$428K +4,350 +18%
VWA
227
Visionary Wealth Advisors
Illinois
$2.75M +$128K +1,297 +5%
CAG
228
Csenge Advisory Group
Florida
$2.62M +$373K +3,743 +17%
SG
229
StoneX Group
New York
$2.59M +$106K +1,080 +4%
RW
230
Rede Wealth
Virginia
$2.52M +$164K +1,663 +7%
HWMA
231
Heritage Wealth Management (Arizona)
Arizona
$2.5M -$664K -6,748 -21%
SWG
232
Summit Wealth Group
Vermont
$2.5M +$625K +6,349 +33%
HF
233
HRT Financial
New York
$2.43M -$2.38M -24,211 -50%
PTC
234
Private Trust Company
Ohio
$2.39M -$32.5K -330 -1%
UCFA
235
United Capital Financial Advisors
Texas
$2.38M +$936K +9,505 +65%
IA
236
IFG Advisory
Georgia
$2.37M +$2.56K +26 +0.1%
Fisher Asset Management
237
Fisher Asset Management
Washington
$2.37M +$374K +3,796 +19%
OPWM
238
Oxinas Partners Wealth Management
Indiana
$2.31M +$159K +1,617 +7%
BWM
239
Baystate Wealth Management
Massachusetts
$2.28M +$515K +5,227 +29%
HIM
240
Hanlon Investment Management
New Jersey
$2.25M +$330K +3,350 +17%
RJT
241
Raymond James Trust
Florida
$2.25M +$42.3K +430 +2%
SIM
242
Stratos Investment Management
Ohio
$2.14M +$2.14M +21,734 New
CWM
243
Cornerstone Wealth Management
Missouri
$2.11M +$132K +1,339 +7%
LA
244
LexAurum Advisors
Kansas
$2.08M +$141K +1,436 +7%
CWM
245
CCG Wealth Management
California
$2.08M +$2.08M +21,099 New
KCA
246
Karn Couzens & Associates
Connecticut
$2.07M +$36.3K +369 +2%
KA
247
Kovack Advisors
Florida
$2.05M +$546K +5,547 +36%
CT
248
Cambridge Trust
Massachusetts
$2.03M +$367K +3,727 +22%
SP
249
Successful Portfolios
Florida
$2.02M -$62.9K -639 -3%
EWA
250
EP Wealth Advisors
California
$1.94M -$31.5K -320 -2%
8 9
10
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