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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 %
MFA
351
Mayflower Financial Advisors
Massachusetts
$677K +$677K +6,540 New
GIA
352
Gladstone Institutional Advisory
Florida
$676K +$3.05K +31 +0.5%
AFP
353
Ausdal Financial Partners
Iowa
$667K -$16K -162 -2%
CC
354
Chicago Capital
Illinois
$660K – – –
GRP
355
Global Retirement Partners
California
$650K +$127K +1,289 +24%
FCI
356
Financial Counselors Inc
Kansas
$640K +$12.2K +124 +2%
GCP
357
GSA Capital Partners
United Kingdom
$639K +$164K +1,666 +35%
MCM
358
MAI Capital Management
Ohio
$634K +$98 +1 +0%
KPWS
359
Kestra Private Wealth Services
Texas
$629K -$71.7K -728 -10%
M&T Bank
360
M&T Bank
New York
$612K – – –
1SB
361
1ST Source Bank
Indiana
$598K +$34.2K +347 +6%
MA
362
MONECO Advisors
Connecticut
$594K +$594K +6,031 New
IWN
363
Independent Wealth Network
Iowa
$587K +$587K +5,508 New
FRA
364
Front Row Advisors
California
$579K +$2.76K +28 +0.5%
GLLW
365
Graves Light Lenhart Wealth
Virginia
$570K – – –
AP
366
Advisor Partners
California
$559K +$355K +3,602 +174%
COF
367
Capital One Financial
Virginia
$553K -$3.84K -39 -0.7%
AIC
368
Ameritas Investment Company
Nebraska
$549K +$460K +4,673 +519%
TI
369
Trexquant Investment
Connecticut
$538K +$538K +5,467 New
CPO
370
Cerity Partners OCIO
New York
$536K +$69.2K +703 +15%
CCWA
371
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$532K – – –
G
372
GenTrust
Florida
$531K +$25.4K +258 +5%
MFA
373
McClarren Financial Advisors
Pennsylvania
$523K +$1.97K +20 +0.4%
WCFA
374
Walkner Condon Financial Advisors
Wisconsin
$517K -$14.7K -149 -3%
IFS
375
Ifrah Financial Services
Arkansas
$513K +$14.6K +148 +3%
13 14
15
16 17