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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
1
Envestnet Asset Management
Illinois
$5.16B
2
LPL Financial
2
LPL Financial
California
$1.02B
3
MB
3
Mizuho Bank
Japan
$197M
4
Morgan Stanley
4
Morgan Stanley
New York
$815M
5
BlackRock
5
BlackRock
New York
$1.56B

Top Sellers

1
KFS
1
Kelly Financial Services
Massachusetts
$1.6M
2
T
2
TRUADVICE
Florida
$5.52M
3
TAIM
3
TD Ameritrade Investment Management
Nebraska
$13.4M
4
WP
4
WealthShield Partners
North Carolina
$16.4M
5
MA
5
Mutual Advisors
Nebraska
$8.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
276
Ancora Advisors
Ohio
$1.41M +$417K +4,238 +42%
CRWM
277
Castle Rock Wealth Management
California
$1.36M +$131K +1,219 +11%
BFA
278
Beacon Financial Advisory
Ohio
$1.36M +$31K +315 +2%
OFG
279
OmniStar Financial Group
North Carolina
$1.34M +$134K +1,357 +11%
WLIM
280
White Lighthouse Investment Management
Massachusetts
$1.33M +$75.3K +765 +6%
1WM
281
1900 Wealth Management
Texas
$1.33M – – –
Mariner
282
Mariner
Kansas
$1.32M +$1.32M +13,427 New
WANY
283
Wealthspire Advisors (New York)
New York
$1.32M +$630K +6,396 +91%
DL
284
DOHJ LLC
Washington
$1.32M +$1.07M +10,119 +426%
TFO
285
Tarbox Family Office
California
$1.32M +$137K +1,390 +12%
MWA
286
MFA Wealth Advisors
Pennsylvania
$1.31M -$40.9K -415 -3%
MNG
287
Manning & Napier Group
New York
$1.29M -$994K – –
WFC
288
Western Financial Corp
California
$1.29M +$118K +1,201 +10%
RCAG
289
Rehmann Capital Advisory Group
Michigan
$1.29M +$146K +1,479 +13%
FG
290
Foster Group
Iowa
$1.29M +$14.2K +144 +1%
LFA
291
Legacy Financial Advisors
Kentucky
$1.27M +$591 +6 +0%
MCWS
292
McKinley Carter Wealth Services
West Virginia
$1.26M +$388K +3,934 +44%
SWP
293
Stratos Wealth Partners
Ohio
$1.25M +$84.6K +859 +7%
WWM
294
WT Wealth Management
Arizona
$1.24M +$401K +4,073 +48%
BWL
295
Bogart Wealth LLC
Virginia
$1.21M +$137K +1,387 +13%
TA
296
TrueWealth Advisors
Alabama
$1.2M +$263K +2,674 +28%
Franklin Resources
297
Franklin Resources
California
$1.2M +$61.9K +629 +5%
VWA
298
V Wealth Advisors
Kansas
$1.18M -$48.5K -493 -4%
BFM
299
Boston Financial Management
Massachusetts
$1.14M +$1.14M +11,570 New
BONH
300
Bank of New Hampshire
New Hampshire
$1.14M – – –
10 11
12
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