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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 %
3LCM
301
3D/L Capital Management
Connecticut
$689K +$689K +7,577 New
PA
302
Paracle Advisors
Washington
$687K – – –
ANTB
303
AMG National Trust Bank
Colorado
$682K – – –
VAS
304
Vestmark Advisory Solutions
Massachusetts
$674K +$461K +5,073 +217%
BIA
305
Bigelow Investment Advisors
Maine
$668K +$101K +1,110 +18%
LFA
306
Lighthouse Financial Advisors
Maryland
$646K +$29.8K +328 +5%
PP
307
Prosperity Planning
Missouri
$618K -$66.5K -732 -10%
CC
308
Chicago Capital
Illinois
$609K +$609K +6,700 New
FP
309
Financial Perspectives
Minnesota
$608K +$601K +54,641 +8,987%
WFC
310
Western Financial Corp
California
$591K -$95.1K -1,046 -14%
MSA
311
Marino Stram & Associates
Massachusetts
$590K +$359K +3,946 +155%
FFN
312
Focus Financial Network
Minnesota
$587K -$14.5M -159,682 -96%
LF
313
Lantz Financial
Illinois
$584K +$160K +1,764 +38%
GIA
314
Gladstone Institutional Advisory
Florida
$570K +$148K +1,623 +35%
VA
315
Valmark Advisers
Ohio
$569K +$12.2K +134 +2%
Bessemer Group
316
Bessemer Group
New Jersey
$567K +$567K +6,234 New
M&T Bank
317
M&T Bank
New York
$565K +$328K +3,609 +138%
HAS
318
HBW Advisory Services
California
$560K +$128K +1,410 +30%
RCAG
319
Rehmann Capital Advisory Group
Michigan
$559K +$107K +1,179 +24%
Fidelity Investments
320
Fidelity Investments
Massachusetts
$558K +$267K +2,941 +92%
GLLW
321
Graves Light Lenhart Wealth
Virginia
$549K +$40.5K +446 +8%
MPWT
322
MassMutual Private Wealth & Trust
Connecticut
$548K -$13.3K -146 -2%
TAM
323
Tucker Asset Management
Colorado
$537K -$69.1K -760 -11%
DT
324
Diversified Trust
Tennessee
$530K +$112K +1,230 +27%
KPWS
325
Kestra Private Wealth Services
Texas
$514K +$15.5K +171 +3%
11 12
13
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