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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 %
LWMG
376
Levy Wealth Management Group
Pennsylvania
$298K +$818 +9 +0.3%
BCA
377
Berman Capital Advisors
Georgia
$296K – – –
HR
378
Hayden Royal
North Carolina
$294K -$160K -1,757 -35%
Millennium Management
379
Millennium Management
New York
$293K +$293K +3,221 New
WWM
380
Western Wealth Management
Colorado
$291K +$291K +3,205 New
PAG
381
Pinnacle Advisory Group
Maryland
$289K -$41.6K -458 -13%
SSCA
382
South Shore Capital Advisors
Massachusetts
$284K -$31.1K -342 -10%
FHA
383
Flagship Harbor Advisors
Massachusetts
$284K -$22.9K -252 -7%
OPCM
384
Osborne Partners Capital Management
California
$283K -$4.54K -50 -2%
SA
385
SL Advisors
New Jersey
$283K – – –
1WA
386
180 Wealth Advisors
Washington
$282K -$28.8K -304 -9%
GKWIM
387
Gerber Kawasaki Wealth & Investment Management
California
$278K +$46.3K +511 +20%
AC
388
AlphaCore Capital
California
$277K +$74.7K +823 +37%
VWA
389
VERITY Wealth Advisors
United States
$274K -$26.5K -292 -9%
MWM
390
Mattern Wealth Management
Kansas
$273K -$24K -265 -8%
MWM
391
Meridian Wealth Management
Kentucky
$267K +$267K +2,942 New
GC
392
Garde Capital
Washington
$264K – – –
WI
393
WrapManager Inc
California
$263K +$263K +2,896 New
IAN
394
Integrated Advisors Network
Texas
$255K +$27.6K +304 +12%
QC
395
QCM Cayman
Texas
$255K +$39.4K +433 +18%
TCWA
396
Ten Capital Wealth Advisors
Washington
$255K +$255K +2,815 New
IC
397
IEQ Capital
California
$250K +$250K +2,756 New
NSAM
398
North Star Asset Management
Wisconsin
$249K – – –
ACP
399
Aveo Capital Partners
Colorado
$247K +$247K +2,722 New
TPCW
400
TD Private Client Wealth
New York
$241K +$41.2K +453 +21%
14 15
16
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