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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
$6.03B
2
BlackRock
BlackRock
New York
$1.8B
3
LPL Financial
LPL Financial
California
$1.2B
4
Bank of America
Bank of America
North Carolina
$1.61B
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$218M

Top Sellers

1
MB
Mizuho Bank
Japan
$0
2
CFG
Cooper Financial Group
California
$4.74M
3
LWM
Liberty Wealth Management
California
$20.6K
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$19.9M
5
NAG
Northstar Advisory Group
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
276
Magellan Asset Management
Australia
$2.49M +$827K +7,667 +50%
CWM
277
Cornerstone Wealth Management
Missouri
$2.49M +$178K +1,650 +8%
CT
278
Cambridge Trust
Massachusetts
$2.49M +$259K +2,397 +12%
APC
279
Aspire Private Capital
North Carolina
$2.47M +$444K +4,118 +22%
RJT
280
Raymond James Trust
Florida
$2.47M +$8.74K +81 +0.4%
KCA
281
Karn Couzens & Associates
Connecticut
$2.43M +$158K +1,469 +7%
VCM
282
Vision Capital Management
Oregon
$2.4M +$641K +5,940 +36%
DL
283
DOHJ LLC
Washington
$2.32M +$974K +9,031 +72%
EWM
284
Empirical Wealth Management
Washington
$2.32M +$1.1M +10,207 +90%
Cerity Partners
285
Cerity Partners
New York
$2.3M +$614K +5,687 +36%
TWC
286
TD Waterhouse Canada
Ontario, Canada
$2.3M +$2.3M +21,243 New
QPWM
287
Quadrant Private Wealth Management
Pennsylvania
$2.29M +$300K +2,782 +15%
Millennium Management
288
Millennium Management
New York
$2.29M +$2.29M +21,239 New
DC
289
Davenport & Co
Virginia
$2.29M +$1.52M +14,089 +197%
BSB
290
Bangor Savings Bank
Maine
$2.24M +$148K +1,373 +7%
SP
291
Successful Portfolios
Florida
$2.24M +$25.5K +236 +1%
GSWM
292
Golden State Wealth Management
California
$2.23M +$1.04M +9,620 +87%
CAG
293
Csenge Advisory Group
Florida
$2.23M -$370K -3,743 -14%
VAS
294
Vestmark Advisory Solutions
Massachusetts
$2.15M +$305K +2,828 +17%
EWA
295
EP Wealth Advisors
California
$2.11M -$14.8K -137 -0.7%
C
296
CEDRUS
Colorado
$2.1M +$2.1M +19,481 New
BWL
297
Bogart Wealth LLC
Virginia
$2.1M +$776K +7,190 +59%
FCA
298
FinTrust Capital Advisors
South Carolina
$2.1M +$363K +3,368 +21%
PNC Financial Services Group
299
PNC Financial Services Group
Pennsylvania
$2.02M +$1.48M +13,727 +277%
SHWM
300
Silicon Hills Wealth Management
Texas
$2M +$836K +7,752 +72%
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