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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
1
Envestnet Asset Management
Illinois
$5.16B
2
LPL Financial
2
LPL Financial
California
$1.02B
3
MB
3
Mizuho Bank
Japan
$197M
4
Morgan Stanley
4
Morgan Stanley
New York
$815M
5
BlackRock
5
BlackRock
New York
$1.56B

Top Sellers

1
KFS
1
Kelly Financial Services
Massachusetts
$1.6M
2
T
2
TRUADVICE
Florida
$5.52M
3
TAIM
3
TD Ameritrade Investment Management
Nebraska
$13.4M
4
WP
4
WealthShield Partners
North Carolina
$16.4M
5
MA
5
Mutual Advisors
Nebraska
$8.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
Financial Engines Advisors
451
Financial Engines Advisors
California
$258K +$258K +2,622 New
CCIA
452
Cherry Creek Investment Advisors
Colorado
$257K -$1.57K -16 -0.6%
HCP
453
Holt Capital Partners
Texas
$256K – – –
WT
454
Whittier Trust
California
$256K – – –
NFSG
455
Newbridge Financial Services Group
Florida
$254K +$235K +2,395 +1,267%
TP
456
Tranquility Partners
Tennessee
$248K – – –
SFPG
457
Stonebridge Financial Planning Group
Florida
$247K +$10.7K +100 +5%
OWM
458
Orgel Wealth Management
Wisconsin
$246K +$246K +2,495 New
NSAM
459
North Star Asset Management
Wisconsin
$245K -$9.84K -100 -4%
OMC
460
Old Mission Capital
Illinois
$244K +$244K +2,476 New
BIA
461
Bell Investment Advisors
California
$243K +$243K +2,467 New
PP
462
PrairieView Partners
Minnesota
$240K +$20.5K +208 +9%
BPA
463
Beacon Pointe Advisors
California
$240K +$240K +2,435 New
AWM
464
Avior Wealth Management
Nebraska
$239K -$24.8K -253 -9%
SP
465
Symmetry Partners
Connecticut
$239K +$8.98K +91 +4%
WAP
466
Wealthcare Advisory Partners
Pennsylvania
$238K +$238K +2,419 New
SFC
467
SYM Financial Corp
Indiana
$233K – – –
MOS
468
MGO One Seven
Ohio
$233K +$233K +2,208 New
MG
469
Mather Group
Illinois
$230K – – –
HCM
470
Hudson Capital Management
New Jersey
$229K – – –
Deutsche Bank
471
Deutsche Bank
Germany
$227K -$1.56M -15,840 -87%
PFM
472
Peak Financial Management
Massachusetts
$225K +$225K +2,288 New
PP
473
PDS Planning
Ohio
$218K +$2.75K +28 +1%
OWM
474
Opes Wealth Management
California
$216K +$216K +2,190 New
BCA
475
Bay Colony Advisors
Massachusetts
$215K +$690 +7 +0.3%
17 18
19
20 21