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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 %
Wealth Enhancement Advisory Services
251
Wealth Enhancement Advisory Services
Minnesota
$1.17M +$398K +4,266 +52%
KA
252
Kovack Advisors
Florida
$1.14M -$127K -1,401 -10%
A
253
AdvicePeriod
California
$1.14M -$34.9K -384 -3%
BFA
254
Beacon Financial Advisory
Ohio
$1.1M -$61.3K -674 -5%
FHC
255
First Heartland Consultants
Missouri
$1.09M +$25.6K +282 +2%
TFO
256
Tarbox Family Office
California
$1.09M +$162K +1,784 +17%
WLIM
257
White Lighthouse Investment Management
Massachusetts
$1.08M +$18.5K +203 +2%
PFA
258
Pinnacle Family Advisors
Missouri
$1.06M -$23.1K -254 -2%
AFP
259
Ausdal Financial Partners
Iowa
$1.06M -$7.36K -81 -0.7%
CA
260
CGN Advisors
Kansas
$1.05M -$56K -616 -5%
Franklin Resources
261
Franklin Resources
California
$1.05M +$1M +11,051 +2,346%
LWP
262
Laurel Wealth Planning
Minnesota
$1.02M -$214K -2,356 -17%
SIM
263
Seaview Investment Managers
Florida
$1.02M +$1.02M +11,207 New
FA
264
FDx Advisors
Illinois
$1.02M -$2.98M -32,775 -75%
IWM
265
IHT Wealth Management
Illinois
$1M -$41.2K -453 -4%
FG
266
Foster Group
Iowa
$965K +$965K +10,624 New
SWP
267
Stratos Wealth Partners
Ohio
$964K -$65.2K -718 -6%
MNG
268
Manning & Napier Group
New York
$959K -$410K – –
LWP
269
Lumature Wealth Partners
Georgia
$954K -$558K -6,144 -37%
ACA
270
Affinity Capital Advisors
California
$952K -$105K -1,155 -10%
Cerity Partners
271
Cerity Partners
New York
$945K +$64.4K +709 +7%
EWM
272
Empirical Wealth Management
Washington
$940K +$441K +4,859 +89%
RCS
273
Retirement Capital Strategies
California
$930K -$101K -1,106 -10%
GSWM
274
Golden State Wealth Management
California
$914K -$571K -6,279 -38%
Rockefeller Capital Management
275
Rockefeller Capital Management
New York
$891K +$460K +5,061 +107%
9 10
11
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