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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
$4.18B
2
BOI
Bank of Italy
Italy
$204M
3
Bank of America
Bank of America
North Carolina
$1.29B
4
Morgan Stanley
Morgan Stanley
New York
$685M
5
5L
55I LLC
Massachusetts
$250M

Top Sellers

1
MB
Mizuho Bank
Japan
$0
2
BRC
BHF RG Capital
Arizona
$10.2M
3
FTUS
Flow Traders U.S.
New York
$0
4
CWS
Cypress Wealth Services
California
$17.7M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$77.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPIG
376
Chicago Partners Investment Group
Illinois
$397K +$23.2K +229 +6%
COCM
377
Charter Oak Capital Management
New Hampshire
$395K +$324K +3,299 +460%
B
378
Bailard
California
$393K – – –
AFAS
379
Acorn Financial Advisory Services
Virginia
$385K +$11.7K +119 +3%
XF
380
XML Financial
Maryland
$376K – – –
PAI
381
Pittenger & Anderson Inc
Nebraska
$368K +$10.1K +103 +3%
TAM
382
Tucker Asset Management
Colorado
$363K -$218K -2,215 -38%
RWM
383
RKL Wealth Management
Pennsylvania
$362K +$5.22K +53 +1%
WI
384
Wintrust Investments
Illinois
$361K -$5.28M -53,554 -94%
MFG
385
Merit Financial Group
Georgia
$360K +$109K +1,104 +43%
SWM
386
Sugarloaf Wealth Management
Georgia
$356K +$349K +3,540 +4,658%
GDP
387
Great Diamond Partners
Maine
$352K +$93.7K +952 +36%
SVWAG
388
Sound View Wealth Advisors Group
Georgia
$352K +$352K +3,575 New
GIA
389
GHP Investment Advisors
Colorado
$350K – – –
CTC
390
Central Trust Company
Missouri
$350K +$350K +3,558 New
MWM
391
Meridian Wealth Management
Kentucky
$347K +$57.2K +581 +20%
SF
392
Synovus Financial
Georgia
$345K – – –
DWM
393
Destination Wealth Management
California
$340K +$340K +3,452 New
OPCM
394
Osborne Partners Capital Management
California
$332K +$25.6K +260 +8%
RFN
395
RDA Financial Network
Iowa
$329K -$1.05M -10,654 -76%
BCA
396
Berman Capital Advisors
Georgia
$321K – – –
1WA
397
180 Wealth Advisors
Washington
$320K +$18.1K +178 +6%
HGWM
398
Harvest Group Wealth Management
Massachusetts
$319K – – –
BS
399
Boenning & Scattergood
Pennsylvania
$318K -$7.88K -80 -2%
AC
400
AlphaCore Capital
California
$314K +$13.2K +134 +4%
14 15
16
17 18