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iShares ESG Aware MSCI USA ETF
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Overview Fund Activity

511 hedge funds and large institutions have $15.7B invested in iShares ESG Aware MSCI USA ETF in 2021 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 294 increasing their positions, 102 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
511
Holders Change
+24
Holders Change %
+4.93%
% of All Funds
8.92%
Holding in Top 10
77
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.05%
% of All Funds
1.34%
New
61
Increased
294
Reduced
102
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.18B
2
BOI
Bank of Italy
Italy
$204M
3
Bank of America
Bank of America
North Carolina
$1.29B
4
Morgan Stanley
Morgan Stanley
New York
$685M
5
5L
55I LLC
Massachusetts
$250M

Top Sellers

1
MB
Mizuho Bank
Japan
$0
2
BRC
BHF RG Capital
Arizona
$10.2M
3
FTUS
Flow Traders U.S.
New York
$0
4
CWS
Cypress Wealth Services
California
$17.7M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$77.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
276
Stratos Wealth Partners
Ohio
$1.17M +$123K +1,246 +12%
CRWM
277
Castle Rock Wealth Management
California
$1.16M +$234K +2,299 +25%
CA
278
CGN Advisors
Kansas
$1.15M +$15.7K +159 +1%
RCAG
279
Rehmann Capital Advisory Group
Michigan
$1.15M +$539K +5,427 +88%
BONH
280
Bank of New Hampshire
New Hampshire
$1.14M +$1.14M +11,555 New
Franklin Resources
281
Franklin Resources
California
$1.14M – – –
PFA
282
Pinnacle Family Advisors
Missouri
$1.13M -$13.7K -139 -1%
EWM
283
Empirical Wealth Management
Washington
$1.12M +$99.1K +1,006 +10%
VAS
284
Vestmark Advisory Solutions
Massachusetts
$1.12M +$387K +3,926 +53%
GSWM
285
Golden State Wealth Management
California
$1.08M +$86.8K +882 +9%
BWL
286
Bogart Wealth LLC
Virginia
$1.07M +$964K +9,797 +914%
FA
287
FDx Advisors
Illinois
$1.06M -$46.7K -474 -4%
ACA
288
Affinity Capital Advisors
California
$1.04M +$3.15K +32 +0.3%
AIC
289
Ameritas Investment Company
Nebraska
$1.03M +$1M +877 +3,813%
RCS
290
Retirement Capital Strategies
California
$1.01M – – –
PA
291
Planning Alternatives
Michigan
$1M +$599K +6,085 +149%
JWCA
292
J.W. Cole Advisors
Florida
$997K +$52.8K +536 +6%
MNG
293
Manning & Napier Group
New York
$994K -$959K – –
FPGK
294
Financial Partners Group (Kansas)
Kansas
$994K +$175K +1,776 +21%
AA
295
Ancora Advisors
Ohio
$990K +$88.2K +896 +10%
DADC
296
D.A. Davidson & Co
Montana
$984K +$191K +1,937 +24%
WA
297
WBH Advisory
Maryland
$983K +$4.46K +44 +0.5%
KM
298
Kalos Management
Georgia
$972K +$131K +1,294 +16%
DC
299
Davenport & Co
Virginia
$959K -$586K -5,952 -38%
LWP
300
Laurel Wealth Planning
Minnesota
$953K -$151K -1,537 -14%
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12
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