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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 %
BSB
251
Bangor Savings Bank
Maine
$1.91M +$28.8K +292 +2%
BCI
252
Brinker Capital Investments
Pennsylvania
$1.87M – – –
APC
253
Aspire Private Capital
North Carolina
$1.85M -$169K -1,720 -8%
QPWM
254
Quadrant Private Wealth Management
Pennsylvania
$1.82M +$382K +3,884 +27%
RF
255
RHS Financial
California
$1.78M +$367K +3,729 +26%
Principal Financial Group
256
Principal Financial Group
Iowa
$1.77M -$167K -1,691 -9%
PSUF
257
People's United Financial
Connecticut
$1.75M -$272K -2,765 -13%
GLA
258
Good Life Advisors
Pennsylvania
$1.7M +$1.7M +17,235 New
RW
259
REDW Wealth
New Mexico
$1.69M -$9.85K -100 -0.6%
VAS
260
Vestmark Advisory Solutions
Massachusetts
$1.68M +$564K +5,727 +50%
BNP Paribas Financial Markets
261
BNP Paribas Financial Markets
France
$1.67M – – –
NA
262
Nottingham Advisors
New York
$1.66M -$858K -8,709 -34%
FHC
263
First Heartland Consultants
Missouri
$1.65M +$303K +3,077 +22%
VCM
264
Vision Capital Management
Oregon
$1.61M -$353K -3,585 -18%
CCG
265
Capital CS Group
California
$1.61M -$140K -1,402 -8%
KFS
266
Kelly Financial Services
Massachusetts
$1.6M -$129M -1,313,938 -99%
FCA
267
FinTrust Capital Advisors
South Carolina
$1.58M -$67.3K -684 -4%
Cerity Partners
268
Cerity Partners
New York
$1.54M -$225K -2,282 -13%
VC
269
Veracity Capital
Georgia
$1.54M +$140K +1,422 +10%
MAM
270
Magellan Asset Management
Australia
$1.52M +$1.52M +15,449 New
FA
271
FDx Advisors
Illinois
$1.51M +$450K +4,572 +43%
William Blair & Company
272
William Blair & Company
Illinois
$1.49M -$1.48M -15,007 -50%
Wealth Enhancement Advisory Services
273
Wealth Enhancement Advisory Services
Minnesota
$1.46M +$78K +746 +6%
GAM
274
Gould Asset Management
California
$1.45M +$30K +305 +2%
LA
275
Latitude Advisors
Florida
$1.41M +$928K +9,421 +193%
9 10
11
12 13