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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 %
MPWT
326
MassMutual Private Wealth & Trust
Connecticut
$681K +$87.6K +890 +15%
SEIA
327
Signature Estate & Investment Advisors
California
$677K -$220K -2,231 -25%
GIA
328
Gladstone Institutional Advisory
Florida
$673K +$55.2K +560 +9%
CC
329
Chicago Capital
Illinois
$660K – – –
PP
330
Prosperity Planning
Missouri
$659K -$11.4K -116 -2%
MCM
331
MAI Capital Management
Ohio
$634K +$634K +6,442 New
FCI
332
Financial Counselors Inc
Kansas
$627K +$78.6K +799 +14%
M&T Bank
333
M&T Bank
New York
$612K – – –
FFN
334
Focus Financial Network
Minnesota
$594K -$42.8K -435 -7%
FRA
335
Front Row Advisors
California
$590K +$27K +268 +5%
CA
336
Continuum Advisory
Idaho
$590K +$590K +5,990 New
BBA
337
BLB&B Advisors
Pennsylvania
$585K +$86.3K +877 +17%
GLLW
338
Graves Light Lenhart Wealth
Virginia
$570K -$24.9K -253 -4%
1SB
339
1ST Source Bank
Indiana
$564K +$41.4K +420 +8%
COF
340
Capital One Financial
Virginia
$557K +$88.6K +899 +19%
PFO
341
Pathstone Family Office
New Jersey
$550K +$3.05K +31 +0.6%
CCWA
342
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$532K +$532K +5,400 New
WCFA
343
Walkner Condon Financial Advisors
Wisconsin
$531K -$5.81K -59 -1%
GRP
344
Global Retirement Partners
California
$523K +$107K +1,084 +26%
MFA
345
McClarren Financial Advisors
Pennsylvania
$518K -$19.9K -203 -4%
FANJ
346
Financial Architects (New Jersey)
New Jersey
$511K -$41.5K -421 -8%
ACA
347
Aptus Capital Advisors
Alabama
$511K +$22.2K +225 +5%
G
348
GenTrust
Florida
$505K -$22.8K -232 -4%
VCM
349
Vivaldi Capital Management
Illinois
$502K – – –
IFS
350
Ifrah Financial Services
Arkansas
$499K -$25.9K -263 -5%
12 13
14
15 16