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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
+$304M
2
BOI
Bank of Italy
Italy
+$124M
3
Bank of America
Bank of America
North Carolina
+$119M
4
Morgan Stanley
Morgan Stanley
New York
+$73.8M
5
5L
55I LLC
Massachusetts
+$52.6M

Top Sellers

1
MB
Mizuho Bank
Japan
-$109M
2
BRC
BHF RG Capital
Arizona
-$14.1M
3
FTUS
Flow Traders U.S.
New York
-$13.1M
4
CWS
Cypress Wealth Services
California
-$8.62M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$8.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAN
351
Integrated Advisors Network
Texas
$495K +$218K +2,217 +79%
EPP
352
ETF Portfolio Partners
Kansas
$489K -$20.4K -207 -4%
LA
353
Latitude Advisors
Florida
$481K +$481K +4,889 New
SHWM
354
Silicon Hills Wealth Management
Texas
$478K +$478K +4,854 New
GCP
355
GSA Capital Partners
United Kingdom
$475K +$257K +2,606 +118%
KWM
356
Kingsview Wealth Management
Oregon
$474K +$2.28K +23 +0.5%
CPO
357
Cerity Partners OCIO
New York
$467K +$22.1K +224 +5%
ACP
358
Aveo Capital Partners
Colorado
$460K +$192K +1,949 +72%
SEEDPG
359
S.E.E.D. Planning Group
New York
$458K -$9.64K -98 -2%
MWM
360
Mission Wealth Management
California
$458K – – –
SFA
361
Sequoia Financial Advisors
Ohio
$456K +$32.3K +328 +8%
GKWIM
362
Gerber Kawasaki Wealth & Investment Management
California
$456K +$154K +1,566 +51%
ECM
363
Evergreen Capital Management
Washington
$444K +$51.2K +520 +13%
US Bancorp
364
US Bancorp
Minnesota
$444K +$423K +4,298 +2,037%
CFIA
365
Cantor Fitzgerald Investment Advisors
New York
$440K -$3.64K -37 -0.8%
ADIM
366
Alpha DNA Investment Management
Maryland
$440K +$40.2K +409 +10%
CIBC World Market
367
CIBC World Market
Ontario, Canada
$433K +$183K +1,860 +73%
CIBC Asset Management
368
CIBC Asset Management
Ontario, Canada
$425K +$425K +4,315 New
LWMG
369
Levy Wealth Management Group
Pennsylvania
$416K +$93.3K +948 +29%
MWM
370
MBE Wealth Management
Wisconsin
$415K -$1.14M -11,603 -73%
HFS
371
Howard Financial Services
Texas
$414K +$1.18K +12 +0.3%
EFL
372
ERn Financial LLC
Wisconsin
$410K -$493 -5 -0.1%
WFA
373
Wade Financial Advisory
California
$408K – – –
CRI
374
Colonial River Investments
Virginia
$402K +$27.3K +277 +7%
VBFP
375
Valtinson Bruner Financial Planning
Minnesota
$397K -$12.2K -121 -3%
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15
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