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iShares ESG Aware MSCI USA ETF
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Overview Fund Activity

648 hedge funds and large institutions have $22.3B invested in iShares ESG Aware MSCI USA ETF in 2021 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 314 increasing their positions, 117 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
648
Holders Change
+97
Holders Change %
+17.6%
% of All Funds
10.01%
Holding in Top 10
110
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+26.44%
% of All Funds
1.7%
New
142
Increased
314
Reduced
117
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$369M
2
BlackRock
BlackRock
New York
+$88.3M
3
LPL Financial
LPL Financial
California
+$86.1M
4
Bank of America
Bank of America
North Carolina
+$82.9M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$55.6M

Top Sellers

1
MB
Mizuho Bank
Japan
-$197M
2
CFG
Cooper Financial Group
California
-$44.1M
3
LWM
Liberty Wealth Management
California
-$17.6M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$16.6M
5
NAG
Northstar Advisory Group
New Jersey
-$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG
251
StoneX Group
New York
$3.16M +$320K +2,962 +11%
PIA
252
Perennial Investment Advisors
California
$3.13M -$1.2M -11,073 -28%
CAM
253
Crestone Asset Management
Colorado
$3.09M +$1.96M +18,170 +174%
WWM
254
Western Wealth Management
Colorado
$3.07M +$3.07M +28,482 New
AWM
255
Aspire Wealth Management
Massachusetts
$2.98M +$2.98M +27,596 New
MCWS
256
McKinley Carter Wealth Services
West Virginia
$2.92M +$1.53M +14,201 +111%
SPI
257
Sutton Place Investors
New York
$2.89M +$2.89M +26,823 New
AF
258
Allworth Financial
California
$2.87M +$2.82M +26,101 +5,199%
PPW
259
Parcion Private Wealth
Washington
$2.86M – – –
WP
260
WealthPLAN Partners
Nebraska
$2.84M +$180K +1,779 +7%
MPW
261
MA Private Wealth
California
$2.84M +$2.07M +19,226 +272%
RW
262
Rede Wealth
Virginia
$2.8M +$37.7K +349 +1%
RF
263
RHS Financial
California
$2.77M +$819K +7,592 +42%
BWM
264
Baystate Wealth Management
Massachusetts
$2.76M +$263K +2,441 +11%
PTC
265
Private Trust Company
Ohio
$2.74M +$116K +1,077 +4%
VWA
266
Visionary Wealth Advisors
Illinois
$2.74M -$281K -2,602 -9%
DAS
267
Dynamic Advisor Solutions
Arizona
$2.74M -$1.11M -10,256 -29%
MD
268
Money Design
Japan
$2.69M +$2.69M +24,891 New
D
269
Dentgroup
Louisiana
$2.69M +$2.69M +24,961 New
OPWM
270
Oxinas Partners Wealth Management
Indiana
$2.61M +$80.3K +744 +3%
UCFA
271
United Capital Financial Advisors
Texas
$2.56M -$46.5K -431 -2%
SWM
272
Spire Wealth Management
Virginia
$2.54M -$492K -4,556 -16%
HIM
273
Hanlon Investment Management
New Jersey
$2.54M +$73.7K +683 +3%
KA
274
Kovack Advisors
Florida
$2.53M +$286K +2,649 +13%
MCC
275
Money Concepts Capital
Florida
$2.51M +$2.51M +23,223 New
9 10
11
12 13