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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 %
RFA
351
RTD Financial Advisors
Pennsylvania
$1.19M +$1.19M +11,024 New
QC
352
Quent Capital
New York
$1.19M +$1.19M +11,009 New
HF
353
HRT Financial
New York
$1.19M -$1.47M -13,652 -55%
IFAM
354
Institutional & Family Asset Management
Colorado
$1.17M +$8.2K +76 +0.7%
FPGK
355
Financial Partners Group (Kansas)
Kansas
$1.17M +$108K +1,069 +10%
HKIMG
356
Hutchens & Kramer Investment Management Group
Indiana
$1.14M +$1.14M +11,265 New
TC
357
TownSquare Capital
Utah
$1.14M +$1.14M +10,532 New
BFG
358
Beacon Financial Group
Texas
$1.11M +$82.2K +758 +8%
KM
359
Kalos Management
Georgia
$1.11M +$21.7K +202 +2%
VWA
360
V Wealth Advisors
Kansas
$1.11M -$180K -1,669 -14%
ACP
361
Aveo Capital Partners
Colorado
$1.09M +$246K +2,276 +29%
G
362
GenTrust
Florida
$1.06M +$509K +4,982 +92%
BIA
363
Bigelow Investment Advisors
Maine
$1.04M -$96.3K -892 -8%
JPMPWA
364
J.P. Morgan Private Wealth Advisors
California
$1.04M +$165K +1,527 +19%
MSA
365
Marino Stram & Associates
Massachusetts
$1.02M +$101K +934 +11%
SI
366
Stephens Inc
Arkansas
$1.02M – – –
SFA
367
Sequoia Financial Advisors
Ohio
$1.02M +$1.02M +9,420 New
TFA
368
Teamwork Financial Advisors
Texas
$1.01M +$560K +5,195 +125%
VA
369
Valmark Advisers
Ohio
$1M -$35.8K -332 -3%
PA
370
Parallel Advisors
California
$983K +$189K +1,748 +24%
ACA
371
Affinity Capital Advisors
California
$968K -$17.7K -164 -2%
HWM
372
Hohimer Wealth Management
Washington
$961K +$961K +8,902 New
EPP
373
ETF Portfolio Partners
Kansas
$943K +$415K +3,841 +78%
GKWIM
374
Gerber Kawasaki Wealth & Investment Management
California
$938K +$934K +8,659 +21,120%
DADC
375
D.A. Davidson & Co
Montana
$933K -$175K -1,627 -16%
13 14
15
16 17