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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 %
FHA
401
Flagship Harbor Advisors
Massachusetts
$312K +$3.55K +36 +1%
MKA
402
M. Kulyk & Associates
Georgia
$310K -$1.45M -14,766 -82%
SA
403
SL Advisors
New Jersey
$307K – – –
HAS
404
HBW Advisory Services
California
$306K -$301K -3,057 -50%
WC
405
Weil Company
California
$306K +$306K +3,108 New
SS
406
Sunbelt Securities
Texas
$305K +$62.6K +631 +26%
GVAG
407
Great Valley Advisor Group
Delaware
$305K +$305K +3,098 New
CAN
408
Claraphi Advisory Network
United States
$300K -$206K -2,086 -41%
SSCA
409
South Shore Capital Advisors
Massachusetts
$297K -$10K -102 -3%
VWA
410
VERITY Wealth Advisors
United States
$295K -$1.97K -20 -0.7%
FA
411
Fortis Advisors
Pennsylvania
$295K +$139K +1,409 +89%
Barclays
412
Barclays
United Kingdom
$294K +$294K +2,985 New
HR
413
Hayden Royal
North Carolina
$292K -$27.2K -276 -9%
MWM
414
Mattern Wealth Management
Kansas
$289K -$8.81K -89 -3%
PFA
415
Professional Financial Advisors
Nebraska
$288K +$105K +1,065 +57%
WI
416
WrapManager Inc
California
$279K -$5.8K -59 -2%
TCWA
417
Ten Capital Wealth Advisors
Washington
$277K – – –
GC
418
Garde Capital
Washington
$272K -$13.7K -139 -5%
IC
419
IEQ Capital
California
$271K – – –
RIM
420
Redwood Investment Management
Arizona
$265K +$19K +193 +8%
AWM
421
Avior Wealth Management
Nebraska
$264K -$138K -1,400 -34%
CFG
422
Citizens Financial Group
Rhode Island
$259K +$17.8K +180 +7%
CCIA
423
Cherry Creek Investment Advisors
Colorado
$259K +$259K +2,628 New
TPCW
424
TD Private Client Wealth
New York
$258K -$3.25K -33 -1%
BC
425
Brio Consultants
California
$257K +$257K +2,606 New
15 16
17
18 19