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iShares ESG Aware MSCI USA ETF
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Overview Fund Activity

648 hedge funds and large institutions have $22.3B invested in iShares ESG Aware MSCI USA ETF in 2021 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 314 increasing their positions, 117 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
648
Holders Change
+97
Holders Change %
+17.6%
% of All Funds
10.01%
Holding in Top 10
110
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+26.44%
% of All Funds
1.7%
New
142
Increased
314
Reduced
117
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$6.03B
2
BlackRock
BlackRock
New York
$1.8B
3
LPL Financial
LPL Financial
California
$1.2B
4
Bank of America
Bank of America
North Carolina
$1.61B
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$218M

Top Sellers

1
MB
Mizuho Bank
Japan
$0
2
CFG
Cooper Financial Group
California
$4.74M
3
LWM
Liberty Wealth Management
California
$20.6K
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$19.9M
5
NAG
Northstar Advisory Group
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OFG
326
OmniStar Financial Group
North Carolina
$1.48M +$17.6K +163 +1%
PA
327
Planning Alternatives
Michigan
$1.46M +$367K +3,398 +33%
1WM
328
1900 Wealth Management
Texas
$1.46M – – –
WFC
329
Western Financial Corp
California
$1.45M +$34.8K +323 +2%
MWA
330
MFA Wealth Advisors
Pennsylvania
$1.43M – – –
TFO
331
Tarbox Family Office
California
$1.41M -$28.7K -266 -2%
KL
332
KilterHowling LLC
Colorado
$1.41M +$1.41M +13,038 New
TA
333
TrueWealth Advisors
Alabama
$1.4M +$84.8K +786 +6%
UB
334
UMB Bank
Missouri
$1.39M +$1.39M +12,914 New
MNG
335
Manning & Napier Group
New York
$1.39M -$1.29M – –
WANY
336
Wealthspire Advisors (New York)
New York
$1.38M -$70.6K -654 -5%
Wealth Enhancement Advisory Services
337
Wealth Enhancement Advisory Services
Minnesota
$1.36M -$46.6K -461 -3%
WA
338
WBH Advisory
Maryland
$1.35M +$265K +2,455 +24%
KFAA
339
Klaas Financial Asset Advisors
Illinois
$1.34M +$456K +4,230 +51%
Franklin Resources
340
Franklin Resources
California
$1.31M -$108 -1 -0%
JWCA
341
J.W. Cole Advisors
Florida
$1.3M +$1.3M +12,085 New
BONH
342
Bank of New Hampshire
New Hampshire
$1.26M +$12.4K +115 +1%
RP
343
Riverwater Partners
Wisconsin
$1.25M +$1.25M +11,595 New
BFM
344
Boston Financial Management
Massachusetts
$1.25M – – –
3LCM
345
3D/L Capital Management
Connecticut
$1.24M -$5.39K -50 -0.4%
LFA
346
Legacy Financial Advisors
Kentucky
$1.23M -$160K -1,486 -12%
PFA
347
Pinnacle Family Advisors
Missouri
$1.23M -$3.78K -35 -0.3%
MFA
348
Mayflower Financial Advisors
Massachusetts
$1.22M +$978K +26,065 +399%
CS
349
Credit Suisse
Switzerland
$1.21M +$1.21M +11,185 New
FWM
350
Fingerlakes Wealth Management
New York
$1.2M +$1.2M +11,118 New
12 13
14
15 16