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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 %
Bessemer Group
326
Bessemer Group
New Jersey
$852K -$9.55K -97 -1%
DWT
327
Dorsey & Whitney Trust
South Dakota
$847K +$59.1K +600 +8%
DWP
328
Destiny Wealth Partners
Florida
$843K -$19.4K -197 -2%
MSA
329
Marino Stram & Associates
Massachusetts
$840K +$840K +8,532 New
Renaissance Technologies
330
Renaissance Technologies
New York
$837K +$837K +8,500 New
SAM
331
Strategy Asset Managers
California
$823K +$87.4K +888 +12%
KFAA
332
Klaas Financial Asset Advisors
Illinois
$809K +$618K +6,272 +322%
JFG
333
JMG Financial Group
Illinois
$807K -$21.3K -216 -3%
CA
334
Continuum Advisory
Idaho
$800K +$210K +2,136 +36%
JPMPWA
335
J.P. Morgan Private Wealth Advisors
California
$795K +$795K +8,078 New
MPWT
336
MassMutual Private Wealth & Trust
Connecticut
$791K +$110K +1,119 +16%
TI
337
tru Independence
Oregon
$788K +$788K +8,011 New
CTC
338
Central Trust Company
Missouri
$774K +$424K +4,302 +121%
ACP
339
Aveo Capital Partners
Colorado
$773K +$313K +3,184 +68%
CPIG
340
Chicago Partners Investment Group
Illinois
$757K +$341K +3,209 +82%
LWP
341
Laurel Wealth Planning
Minnesota
$742K -$211K -2,140 -22%
ANTB
342
AMG National Trust Bank
Colorado
$738K – – –
CCM
343
Coldstream Capital Management
Washington
$726K -$19.7K -200 -3%
PA
344
Parallel Advisors
California
$724K -$57K -579 -7%
PP
345
Prosperity Planning
Missouri
$709K +$50.3K +511 +8%
DC
346
Davenport & Co
Virginia
$703K -$255K -2,594 -27%
MPW
347
MA Private Wealth
California
$697K +$697K +7,075 New
COCM
348
Charter Oak Capital Management
New Hampshire
$694K +$298K +3,028 +75%
FFN
349
Focus Financial Network
Minnesota
$688K +$94K +955 +16%
SEIA
350
Signature Estate & Investment Advisors
California
$681K +$3.74K +38 +0.6%
12 13
14
15 16