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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
Envestnet Asset Management
Illinois
$5.16B
2
LPL Financial
LPL Financial
California
$1.02B
3
MB
Mizuho Bank
Japan
$197M
4
Morgan Stanley
Morgan Stanley
New York
$815M
5
BlackRock
BlackRock
New York
$1.56B

Top Sellers

1
KFS
Kelly Financial Services
Massachusetts
$1.6M
2
T
TRUADVICE
Florida
$5.52M
3
TAIM
TD Ameritrade Investment Management
Nebraska
$13.4M
4
WP
WealthShield Partners
North Carolina
$16.4M
5
MA
Mutual Advisors
Nebraska
$8.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCA
426
Berman Capital Advisors
Georgia
$321K – – –
HGWM
427
Harvest Group Wealth Management
Massachusetts
$319K – – –
FHA
428
Flagship Harbor Advisors
Massachusetts
$312K – – –
HAS
429
HBW Advisory Services
California
$311K +$5.31K +54 +2%
SA
430
SL Advisors
New Jersey
$307K – – –
SS
431
Sunbelt Securities
Texas
$305K – – –
BS
432
Boenning & Scattergood
Pennsylvania
$304K -$13.8K -140 -4%
MKA
433
M. Kulyk & Associates
Georgia
$300K -$10.6K -108 -3%
ODIJL
434
One Day In July LLC
Vermont
$300K +$62.9K +639 +27%
FA
435
Fortis Advisors
Pennsylvania
$298K +$3.44K +35 +1%
SSCA
436
South Shore Capital Advisors
Massachusetts
$296K -$984 -10 -0.3%
CA
437
CGN Advisors
Kansas
$294K -$857K -8,714 -74%
MWM
438
Mattern Wealth Management
Kansas
$288K – – –
PFA
439
Professional Financial Advisors
Nebraska
$286K -$1.38K -14 -0.5%
Jones Financial Companies
440
Jones Financial Companies
Missouri
$281K +$281K +2,849 New
SC
441
Savant Capital
Illinois
$281K +$281K +2,850 New
TCWA
442
Ten Capital Wealth Advisors
Washington
$277K – – –
PPA
443
Parametric Portfolio Associates
Washington
$276K +$276K +2,800 New
WC
444
Weil Company
California
$274K -$31.6K -321 -10%
GC
445
Garde Capital
Washington
$272K – – –
IC
446
IEQ Capital
California
$271K – – –
ARC
447
Advisor Resource Council
Texas
$270K +$270K +2,741 New
SLWA
448
San Luis Wealth Advisors
California
$264K +$264K +2,683 New
MFG
449
Magnus Financial Group
New York
$260K -$603K -6,117 -70%
CFG
450
Citizens Financial Group
Rhode Island
$259K +$99 +1 +0%
16 17
18
19 20