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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 %
3LCM
301
3D/L Capital Management
Connecticut
$1.14M +$254K +2,575 +29%
PFA
302
Pinnacle Family Advisors
Missouri
$1.12M -$7.09K -72 -0.6%
RFC
303
Regions Financial Corp
Alabama
$1.12M +$402K +4,084 +56%
EWM
304
Empirical Wealth Management
Washington
$1.11M -$6.4K -65 -0.6%
TRCT
305
Tower Research Capital (TRC)
New York
$1.1M +$1.08M +11,006 +5,422%
GSWM
306
Golden State Wealth Management
California
$1.09M +$12.9K +131 +1%
KM
307
Kalos Management
Georgia
$1.09M +$58.6K +545 +6%
SHWM
308
Silicon Hills Wealth Management
Texas
$1.07M +$587K +5,961 +123%
IFAM
309
Institutional & Family Asset Management
Colorado
$1.06M +$109K +1,107 +11%
Rockefeller Capital Management
310
Rockefeller Capital Management
New York
$1.06M -$118K -1,197 -10%
Barclays
311
Barclays
United Kingdom
$1.06M +$762K +7,740 +259%
BIA
312
Bigelow Investment Advisors
Maine
$1.04M +$313K +3,173 +43%
CAM
313
Crestone Asset Management
Colorado
$1.03M +$1.03M +10,464 New
FPGK
314
Financial Partners Group (Kansas)
Kansas
$1.03M +$33.6K +341 +3%
DADC
315
D.A. Davidson & Co
Montana
$1.01M +$27.6K +280 +3%
WS
316
Wedbush Securities
California
$1.01M +$72.5K +736 +8%
PA
317
Planning Alternatives
Michigan
$1M -$787 -8 -0.1%
WA
318
WBH Advisory
Maryland
$989K +$34.7K +352 +4%
HSBC Holdings
319
HSBC Holdings
United Kingdom
$985K – – –
MFG
320
Merit Financial Group
Georgia
$980K +$621K +6,305 +173%
VA
321
Valmark Advisers
Ohio
$948K +$172K +1,748 +22%
BFG
322
Beacon Financial Group
Texas
$945K – – –
SI
323
Stephens Inc
Arkansas
$930K – – –
LWP
324
Lumature Wealth Partners
Georgia
$924K +$11.5K +117 +1%
ACA
325
Affinity Capital Advisors
California
$899K -$135K -1,375 -13%
11 12
13
14 15