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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 %
KFAA
451
Klaas Financial Asset Advisors
Illinois
$192K +$146K +1,479 +317%
LPIC
452
LeJeune Puetz Investment Counsel
Michigan
$187K – – –
MA
453
MUFG Americas
New York
$180K +$3.45K +35 +2%
BW
454
Bison Wealth
Georgia
$179K +$179K +1,821 New
LWA
455
Lowe Wealth Advisors
Maryland
$160K +$27.1K +275 +20%
SL
456
Savior LLC
Massachusetts
$152K -$4.44K -45 -3%
S
457
SignatureFD
Georgia
$145K +$31.5K +320 +28%
BA
458
Bellwether Advisors
Nebraska
$140K +$84.3K +862 +151%
EW
459
Element Wealth
Mississippi
$129K +$129K +1,308 New
TFS
460
TrustCore Financial Services
Tennessee
$126K +$126K +1,279 New
AWA
461
Arkadios Wealth Advisors
Georgia
$124K +$57.6K +586 +87%
GEA
462
Glen Eagle Advisors
New Jersey
$120K – – –
BCPWM
463
Bradley & Co Private Wealth Management
Florida
$117K – – –
AC
464
Arjuna Capital
North Carolina
$117K +$117K +1,186 New
FFA
465
Founders Financial Alliance
North Carolina
$102K -$16.6K -170 -14%
CAL
466
Capital Analysts LLC
Pennsylvania
$84K +$15.8K +160 +23%
PNC Financial Services Group
467
PNC Financial Services Group
Pennsylvania
$76K +$13.1K +134 +21%
CFFP
468
Center for Financial Planning
Michigan
$72K – – –
Qube Research & Technologies (QRT)
469
Qube Research & Technologies (QRT)
United Kingdom
$71K +$71K +723 New
BC
470
Burleson & Co
California
$67K +$67K +683 New
SCA
471
Stonebridge Capital Advisors
Minnesota
$65K +$32.5K +342 +100%
FP
472
Financial Perspectives
Minnesota
$65K -$5.38M -54,589 -99%
AP
473
Atwood & Palmer
Missouri
$63K – – –
Bank of Montreal
474
Bank of Montreal
Ontario, Canada
$57K -$348K -3,530 -86%
NC
475
NewSquare Capital
Pennsylvania
$57K -$1.97K -20 -3%
17 18
19
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