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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 %
FANJ
326
Financial Architects (New Jersey)
New Jersey
$510K -$69.8K -768 -12%
FRA
327
Front Row Advisors
California
$507K +$44.3K +488 +10%
FCI
328
Financial Counselors Inc
Kansas
$506K – – –
PFO
329
Pathstone Family Office
New Jersey
$505K +$505K +5,555 New
MFA
330
McClarren Financial Advisors
Pennsylvania
$500K +$5.1K +56 +1%
WCFA
331
Walkner Condon Financial Advisors
Wisconsin
$495K -$250K -2,750 -34%
PFA
332
Pathway Financial Advisors
Vermont
$484K – – –
IFS
333
Ifrah Financial Services
Arkansas
$484K +$115K +1,265 +31%
1SB
334
1ST Source Bank
Indiana
$482K +$482K +5,307 New
G
335
GenTrust
Florida
$478K -$24.9K -279 -5%
EPP
336
ETF Portfolio Partners
Kansas
$470K +$24.3K +267 +5%
VCM
337
Vivaldi Capital Management
Illinois
$467K +$467K +4,908 New
CAN
338
Claraphi Advisory Network
United States
$466K +$466K +5,130 New
SAM
339
Strategy Asset Managers
California
$464K +$230K +2,531 +98%
BBA
340
BLB&B Advisors
Pennsylvania
$460K +$110K +1,212 +31%
SWG
341
Summit Wealth Group
Vermont
$457K +$457K +5,034 New
ACA
342
Aptus Capital Advisors
Alabama
$451K +$176K +1,942 +64%
KWM
343
Kingsview Wealth Management
Oregon
$438K -$13.5K -147 -3%
COF
344
Capital One Financial
Virginia
$432K +$432K +4,753 New
SEEDPG
345
S.E.E.D. Planning Group
New York
$432K +$432K +4,753 New
MWM
346
Mission Wealth Management
California
$423K -$26.3K -289 -6%
SAG
347
Spotlight Asset Group
Illinois
$421K -$5.73K -63 -1%
CPO
348
Cerity Partners OCIO
New York
$410K +$3.9K +43 +1%
SFA
349
Sequoia Financial Advisors
Ohio
$391K +$133K +1,462 +52%
VBFP
350
Valtinson Bruner Financial Planning
Minnesota
$388K -$2.77K -29 -0.7%
12 13
14
15 16