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iShares ESG Aware MSCI USA ETF
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Overview Fund Activity

487 hedge funds and large institutions have $13.3B invested in iShares ESG Aware MSCI USA ETF in 2021 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 225 increasing their positions, 128 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
487
Holders Change
+62
Holders Change %
+14.59%
% of All Funds
8.58%
Holding in Top 10
74
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+19.35%
% of All Funds
1.3%
New
94
Increased
225
Reduced
128
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.29B
2
MB
2
Mizuho Bank
Japan
$109M
3
Bank of America
3
Bank of America
North Carolina
$1.08B
4
Morgan Stanley
4
Morgan Stanley
New York
$564M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$302M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.57B
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$386K
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$235M
4
FI
4
FormulaFolio Investments
Michigan
$1K
5
SS
5
Simplicity Solutions
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SHJ
26
Sharkey, Howes & Javer
Colorado
$56.6M -$2.13M -23,487 -4%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$51.8M +$2.7M +29,698 +5%
NA
28
NewEdge Advisors
Louisiana
$51.5M +$4.28M +47,056 +9%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$48.7M +$9.56M +105,202 +24%
PCA
30
Personal Capital Advisors
California
$47M +$8.1M +89,093 +21%
KAS
31
Kestra Advisory Services
Texas
$45.9M +$20.9M +229,783 +83%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$45.7M +$8.69M +95,611 +23%
IWC
33
Integrated Wealth Concepts
Massachusetts
$42.6M +$2.58M +28,351 +6%
AI
34
Atria Investments
North Carolina
$41.9M -$3.23M -35,547 -7%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$41.7M +$7.07M +77,832 +20%
Stifel Financial
36
Stifel Financial
Missouri
$40M +$2.08M +22,935 +5%
CFG
37
Cooper Financial Group
California
$39.5M -$5.69M -62,647 -13%
TLFA
38
True Link Financial Advisors
California
$38.7M +$4.43M +48,742 +13%
PFA
39
Pettinga Financial Advisors
Indiana
$38.3M +$10.6M +116,586 +38%
HIM
40
HawsGoodwin Investment Management
Tennessee
$34.1M +$1.68M +18,456 +5%
IWP
41
Icon Wealth Partners
Texas
$33.7M -$834K -9,174 -2%
PFG
42
PAX Financial Group
Texas
$32.9M -$3.13M -34,464 -9%
HighTower Advisors
43
HighTower Advisors
Illinois
$30.4M +$4.58M +50,384 +18%
HFA
44
High Falls Advisors
New York
$30.1M +$7.59M +83,488 +34%
SB
45
Strategic Blueprint
Georgia
$29.4M +$2.69M +29,557 +10%
Truist Financial
46
Truist Financial
North Carolina
$28.7M +$4.36M +47,982 +18%
AWM
47
AE Wealth Management
Kansas
$28.7M -$2.04M -22,430 -7%
SW
48
SteelPeak Wealth
California
$27.4M -$8.56M -94,164 -24%
PCIG
49
Partners Capital Investment Group
Massachusetts
$27M +$27M +297,526 New
BCM
50
Brookstone Capital Management
Illinois
$25.9M +$4.42M +48,653 +21%
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