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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 %
IFAM
301
Institutional & Family Asset Management
Colorado
$953K +$68.4K +695 +8%
BFG
302
Beacon Financial Group
Texas
$941K -$13.4K -135 -1%
WS
303
Wedbush Securities
California
$938K +$89.4K +908 +11%
TA
304
TrueWealth Advisors
Alabama
$938K +$134K +1,359 +17%
SI
305
Stephens Inc
Arkansas
$930K +$4.92K +50 +0.5%
LWP
306
Lumature Wealth Partners
Georgia
$912K -$122K -1,236 -12%
3LCM
307
3D/L Capital Management
Connecticut
$884K +$138K +1,403 +19%
MCWS
308
McKinley Carter Wealth Services
West Virginia
$874K +$116K +1,176 +15%
DWP
309
Destiny Wealth Partners
Florida
$863K -$7.98K -81 -0.9%
MFG
310
Magnus Financial Group
New York
$862K +$94.9K +964 +12%
Bessemer Group
311
Bessemer Group
New Jersey
$862K +$248K +2,518 +40%
WWM
312
WT Wealth Management
Arizona
$840K +$93.6K +951 +13%
JFG
313
JMG Financial Group
Illinois
$829K +$829K +8,415 New
DWT
314
Dorsey & Whitney Trust
South Dakota
$788K +$384K +3,900 +95%
PA
315
Parallel Advisors
California
$782K +$10.8K +110 +1%
VA
316
Valmark Advisers
Ohio
$776K +$160K +1,628 +26%
CCM
317
Coldstream Capital Management
Washington
$745K +$745K +7,571 New
ANTB
318
AMG National Trust Bank
Colorado
$739K – – –
SAM
319
Strategy Asset Managers
California
$735K +$233K +2,369 +46%
BIA
320
Bigelow Investment Advisors
Maine
$723K – – –
RFC
321
Regions Financial Corp
Alabama
$713K +$383K +3,896 +116%
KPWS
322
Kestra Private Wealth Services
Texas
$701K +$144K +1,462 +26%
CCM
323
Covington Capital Management
California
$699K +$699K +7,101 New
WANY
324
Wealthspire Advisors (New York)
New York
$691K -$95.1K -966 -12%
AFP
325
Ausdal Financial Partners
Iowa
$683K -$461K -4,681 -40%
11 12
13
14 15