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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 %
HCP
426
Holt Capital Partners
Texas
$256K – – –
WT
427
Whittier Trust
California
$256K – – –
NSAM
428
North Star Asset Management
Wisconsin
$255K -$15.3K -155 -6%
TP
429
Tranquility Partners
Tennessee
$248K +$6K +61 +2%
RG
430
Retirement Group
California
$246K +$1.08K +11 +0.4%
TC
431
Telemus Capital
Michigan
$246K +$246K +2,500 New
BCMO
432
Buckingham Capital Management (Ohio)
Ohio
$245K – – –
ODIJL
433
One Day In July LLC
Vermont
$237K – – –
DL
434
DOHJ LLC
Washington
$234K +$234K +2,374 New
SFC
435
SYM Financial Corp
Indiana
$233K +$233K +2,364 New
MG
436
Mather Group
Illinois
$230K – – –
SP
437
Symmetry Partners
Connecticut
$230K +$230K +2,332 New
GSEP
438
Golden State Equity Partners
California
$230K +$230K +2,341 New
HCM
439
Hudson Capital Management
New Jersey
$229K – – –
LWM
440
Laidlaw Wealth Management
New York
$223K – – –
SFPG
441
Stonebridge Financial Planning Group
Florida
$222K +$9.52K +95 +4%
PP
442
PrairieView Partners
Minnesota
$220K +$213K +2,164 +3,279%
PIMG
443
Patriot Investment Management Group
Tennessee
$220K +$220K +2,239 New
AWM
444
Accurate Wealth Management
Florida
$217K +$217K +2,200 New
PP
445
PDS Planning
Ohio
$216K +$216K +2,190 New
BCA
446
Bay Colony Advisors
Massachusetts
$214K +$214K +2,173 New
AIM
447
Acropolis Investment Management
Missouri
$208K -$1.48K -15 -0.7%
NAM
448
NorthCoast Asset Management
Connecticut
$206K +$206K +2,094 New
AP
449
Advisor Partners
California
$204K +$204K +2,073 New
SFM
450
Signet Financial Management
New Jersey
$203K +$203K +2,062 New
16 17
18
19 20