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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 %
FRA
426
Front Row Advisors
California
$641K +$7.01K +65 +1%
GLLW
427
Graves Light Lenhart Wealth
Virginia
$625K – – –
MA
428
MONECO Advisors
Connecticut
$621K +$16.2K +162 +3%
BBA
429
BLB&B Advisors
Pennsylvania
$614K +$56.1K +520 +10%
AP
430
Advisor Partners
California
$613K – – –
PP
431
Prosperity Planning
Missouri
$609K -$168K -1,559 -22%
LAS
432
Lloyd Advisory Services
Georgia
$608K +$550K +5,096 +945%
SVWAG
433
Sound View Wealth Advisors Group
Georgia
$607K +$145K +1,342 +31%
GCM
434
Goldstream Capital Management
Hong Kong
$607K +$607K +5,625 New
CPO
435
Cerity Partners OCIO
New York
$601K +$13.4K +124 +2%
COF
436
Capital One Financial
Virginia
$598K -$8.1K -75 -1%
EFL
437
ERn Financial LLC
Wisconsin
$587K +$133K +1,234 +29%
KWM
438
Kingsview Wealth Management
Oregon
$580K +$42.7K +396 +8%
MFA
439
McClarren Financial Advisors
Pennsylvania
$573K +$431 +4 +0.1%
FWI
440
Facet Wealth Inc
Maryland
$573K +$573K +5,310 New
IFS
441
Ifrah Financial Services
Arkansas
$564K +$1.4K +13 +0.2%
LFA
442
Level Financial Advisors
New York
$562K +$562K +5,210 New
CAMG
443
CWA Asset Management Group
Florida
$558K +$558K +5,176 New
IWM
444
IHT Wealth Management
Illinois
$547K +$46.3K +429 +9%
VBFP
445
Valtinson Bruner Financial Planning
Minnesota
$545K +$129K +1,193 +31%
GCP
446
GSA Capital Partners
United Kingdom
$543K -$157K -1,457 -22%
FANJ
447
Financial Architects (New Jersey)
New Jersey
$541K +$1.29K +12 +0.2%
AFAS
448
Acorn Financial Advisory Services
Virginia
$539K -$8.53K -79 -2%
PSUF
449
People's United Financial
Connecticut
$535K -$1.38M -12,824 -72%
CWP
450
Concord Wealth Partners
Virginia
$533K +$533K +4,937 New
16 17
18
19 20