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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 %
MBFW
401
Morton Brown Family Wealth
Pennsylvania
$767K +$767K +7,105 New
AFP
402
Ausdal Financial Partners
Iowa
$763K +$32.1K +297 +4%
MWM
403
Meridian Wealth Management
Kentucky
$762K +$256K +2,371 +51%
COCM
404
Charter Oak Capital Management
New Hampshire
$759K -$1.4K -13 -0.2%
MP
405
McDonald Partners
Ohio
$750K +$750K +6,947 New
ACM
406
Absolute Capital Management
Pennsylvania
$750K +$750K +6,947 New
CPIG
407
Chicago Partners Investment Group
Illinois
$746K +$42.4K +429 +6%
KPWS
408
Kestra Private Wealth Services
Texas
$746K +$56.5K +523 +8%
AAS
409
Ameritas Advisory Services
Nebraska
$732K +$732K +6,786 New
CC
410
Chicago Capital
Illinois
$723K – – –
Koshinski Asset Management
411
Koshinski Asset Management
Illinois
$720K +$665K +6,160 +1,203%
MA
412
MKT Advisors
California
$717K +$717K +7,355 New
MFA
413
Morling Financial Advisors
California
$713K +$713K +6,610 New
FFN
414
Focus Financial Network
Minnesota
$711K -$42.5K -394 -6%
CAM
415
Cresset Asset Management
Illinois
$704K +$704K +6,522 New
SP
416
Symmetry Partners
Connecticut
$695K +$434K +4,019 +166%
CFA
417
Carroll Financial Associates
North Carolina
$687K +$687K +6,334 New
IWN
418
Independent Wealth Network
Iowa
$678K +$83.4K +773 +14%
FHA
419
Flagship Harbor Advisors
Massachusetts
$677K +$335K +3,108 +98%
M&T Bank
420
M&T Bank
New York
$671K – – –
Amundi
421
Amundi
France
$671K +$671K +6,399 New
1SB
422
1ST Source Bank
Indiana
$655K – – –
MPWT
423
MassMutual Private Wealth & Trust
Connecticut
$651K -$216K -2,005 -25%
ACA
424
Aptus Capital Advisors
Alabama
$651K +$139K +1,285 +27%
CPP
425
Capasso Planning Partners
South Carolina
$644K +$644K +5,969 New
15 16
17
18 19