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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 %
BBA
376
BLB&B Advisors
Pennsylvania
$509K -$75.6K -768 -13%
AFAS
377
Acorn Financial Advisory Services
Virginia
$500K +$115K +1,162 +30%
FANJ
378
Financial Architects (New Jersey)
New Jersey
$493K -$18K -183 -4%
KWM
379
Kingsview Wealth Management
Oregon
$490K +$18.6K +189 +4%
PNC Financial Services Group
380
PNC Financial Services Group
Pennsylvania
$488K +$412K +4,179 +539%
VCM
381
Vivaldi Capital Management
Illinois
$483K – – –
MWM
382
Mission Wealth Management
California
$483K +$24.6K +250 +5%
EPP
383
ETF Portfolio Partners
Kansas
$482K -$7.19K -73 -1%
WFA
384
Wade Financial Advisory
California
$481K +$73.4K +745 +18%
PAI
385
Pittenger & Anderson Inc
Nebraska
$473K +$105K +1,067 +29%
ACA
386
Aptus Capital Advisors
Alabama
$467K -$43.8K -445 -9%
MWM
387
Meridian Wealth Management
Kentucky
$462K +$115K +1,172 +33%
SEEDPG
388
S.E.E.D. Planning Group
New York
$458K – – –
IWM
389
IHT Wealth Management
Illinois
$457K -$800K -8,116 -64%
LWMG
390
Levy Wealth Management Group
Pennsylvania
$454K +$38.2K +388 +9%
ECM
391
Evergreen Capital Management
Washington
$443K -$1.48K -15 -0.3%
ADIM
392
Alpha DNA Investment Management
Maryland
$440K -$197 -2 -0%
RIM
393
Redwood Investment Management
Arizona
$440K +$175K +1,777 +66%
BC
394
Brio Consultants
California
$439K +$182K +1,851 +71%
CIBC Asset Management
395
CIBC Asset Management
Ontario, Canada
$425K – – –
SVWAG
396
Sound View Wealth Advisors Group
Georgia
$422K +$69.6K +706 +20%
RFN
397
RDA Financial Network
Iowa
$415K +$85.6K +869 +26%
HFS
398
Howard Financial Services
Texas
$414K – – –
EFL
399
ERn Financial LLC
Wisconsin
$414K +$4.04K +41 +1%
TFA
400
Teamwork Financial Advisors
Texas
$410K +$410K +4,169 New
14 15
16
17 18