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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 %
CFIA
351
Cantor Fitzgerald Investment Advisors
New York
$388K – – –
Bank of Montreal
352
Bank of Montreal
Ontario, Canada
$386K -$55M -585,586 -99%
GRP
353
Global Retirement Partners
California
$384K +$25.1K +277 +7%
GFPC
354
Global Financial Private Client
Florida
$382K +$250K +2,722 +190%
HFS
355
Howard Financial Services
Texas
$381K +$182 +2 +0%
EFL
356
ERn Financial LLC
Wisconsin
$379K +$20.4K +224 +6%
WFA
357
Wade Financial Advisory
California
$376K -$908 -10 -0.2%
DWT
358
Dorsey & Whitney Trust
South Dakota
$373K +$27.3K +300 +8%
PA
359
Planning Alternatives
Michigan
$371K -$2.36K -26 -0.6%
AWM
360
Avior Wealth Management
Nebraska
$371K +$353K +3,892 +1,986%
ADIM
361
Alpha DNA Investment Management
Maryland
$369K +$22.9K +252 +7%
ECM
362
Evergreen Capital Management
Washington
$363K +$66.8K +735 +23%
B
363
Bailard
California
$363K +$363K +3,990 New
CPIG
364
Chicago Partners Investment Group
Illinois
$354K +$354K +3,688 New
XF
365
XML Financial
Maryland
$347K -$120K -1,316 -26%
CRI
366
Colonial River Investments
Virginia
$346K +$346K +3,803 New
AFAS
367
Acorn Financial Advisory Services
Virginia
$345K -$82.7K -909 -19%
PAI
368
Pittenger & Anderson Inc
Nebraska
$330K +$69.6K +767 +27%
RWM
369
RKL Wealth Management
Pennsylvania
$329K – – –
GIA
370
GHP Investment Advisors
Colorado
$323K +$323K +3,550 New
SF
371
Synovus Financial
Georgia
$318K +$318K +3,500 New
HGWM
372
Harvest Group Wealth Management
Massachusetts
$310K +$310K +3,235 New
CS
373
Credit Suisse
Switzerland
$308K +$308K +3,390 New
RFC
374
Regions Financial Corp
Alabama
$304K +$304K +3,349 New
BS
375
Boenning & Scattergood
Pennsylvania
$301K +$66.4K +730 +28%
13 14
15
16 17