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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 %
BC
451
Brio Consultants
California
$532K +$50.7K +470 +11%
SAM
452
Strategy Asset Managers
California
$525K -$378K -3,497 -42%
WAP
453
Wealthcare Advisory Partners
Pennsylvania
$518K +$257K +2,378 +98%
PAI
454
Pittenger & Anderson Inc
Nebraska
$510K -$8.63K -80 -2%
ECM
455
Evergreen Capital Management
Washington
$504K +$19.1K +177 +4%
SEEDPG
456
S.E.E.D. Planning Group
New York
$502K – – –
LWMG
457
Levy Wealth Management Group
Pennsylvania
$499K +$1.51K +14 +0.3%
WFA
458
Wade Financial Advisory
California
$498K -$28.6K -265 -5%
OFP
459
OLIO Financial Planning
Virginia
$492K +$492K +4,561 New
ADIM
460
Alpha DNA Investment Management
Maryland
$489K +$7K +65 +1%
GIA
461
Gladstone Institutional Advisory
Florida
$481K -$260K -2,408 -35%
BIA
462
Bell Investment Advisors
California
$480K +$214K +1,986 +81%
LWAC
463
Laurel Wealth Advisors (California)
California
$480K +$480K +4,444 New
GDP
464
Great Diamond Partners
Maine
$475K +$64.6K +599 +16%
CIBC Asset Management
465
CIBC Asset Management
Ontario, Canada
$466K – – –
RIM
466
Redwood Investment Management
Arizona
$457K -$25.3K -235 -5%
HFS
467
Howard Financial Services
Texas
$455K +$1.62K +15 +0.4%
LC
468
Lindbrook Capital
California
$450K +$450K +4,169 New
AC
469
AlphaCore Capital
California
$445K – – –
XF
470
XML Financial
Maryland
$443K +$21.2K +196 +5%
CIBC World Market
471
CIBC World Market
Ontario, Canada
$439K – – –
SC
472
Scotia Capital
Ontario, Canada
$438K +$438K +4,058 New
B
473
Bailard
California
$431K – – –
CWM
474
CCG Wealth Management
California
$430K -$1.85M -17,113 -81%
CFIA
475
Cantor Fitzgerald Investment Advisors
New York
$430K -$5.82K -54 -1%
17 18
19
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