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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
+$138M
2
MB
Mizuho Bank
Japan
+$109M
3
Bank of America
Bank of America
North Carolina
+$87.4M
4
Morgan Stanley
Morgan Stanley
New York
+$70.2M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$69.9M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$109M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$55M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$26M
4
FI
FormulaFolio Investments
Michigan
-$21.9M
5
SS
Simplicity Solutions
Minnesota
-$18.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWA
276
V Wealth Advisors
Kansas
$887K +$97.3K +1,071 +12%
WA
277
WBH Advisory
Maryland
$876K +$17.7K +195 +2%
JWCA
278
J.W. Cole Advisors
Florida
$872K +$300K +3,305 +53%
CRWM
279
Castle Rock Wealth Management
California
$865K -$98.6K -1,042 -10%
SI
280
Stephens Inc
Arkansas
$854K +$5.45K +60 +0.6%
BFG
281
Beacon Financial Group
Texas
$845K – – –
AA
282
Ancora Advisors
Ohio
$832K +$130K +1,432 +19%
SEIA
283
Signature Estate & Investment Advisors
California
$827K +$96.8K +1,066 +13%
CCG
284
Capital CS Group
California
$824K +$318K +3,495 +63%
IFAM
285
Institutional & Family Asset Management
Colorado
$817K -$102K -1,117 -11%
DWP
286
Destiny Wealth Partners
Florida
$803K -$9.26K -102 -1%
KM
287
Kalos Management
Georgia
$784K +$94.3K +996 +14%
WS
288
Wedbush Securities
California
$783K +$783K +8,614 New
TA
289
TrueWealth Advisors
Alabama
$773K +$773K +8,170 New
TI
290
tru Independence
Oregon
$762K +$24K +252 +3%
FPGK
291
Financial Partners Group (Kansas)
Kansas
$756K +$103K +1,131 +16%
DADC
292
D.A. Davidson & Co
Montana
$732K +$153K +1,689 +27%
WANY
293
Wealthspire Advisors (New York)
New York
$725K +$413K +4,549 +132%
PA
294
Parallel Advisors
California
$711K -$37K -407 -5%
RF
295
RHS Financial
California
$711K +$146K +1,612 +26%
MFG
296
Magnus Financial Group
New York
$708K +$111K +1,221 +19%
MCWS
297
McKinley Carter Wealth Services
West Virginia
$700K -$1.1M -12,069 -61%
SBSB
298
Sullivan, Bruyette, Speros & Blaney
Virginia
$700K +$15.2K +167 +2%
BWM
299
Baystate Wealth Management
Massachusetts
$700K +$340K +3,735 +94%
WWM
300
WT Wealth Management
Arizona
$689K +$290K +3,191 +73%
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