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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.

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
1
Envestnet Asset Management
Illinois
$4.18B
2
BOI
2
Bank of Italy
Italy
$204M
3
Bank of America
3
Bank of America
North Carolina
$1.29B
4
Morgan Stanley
4
Morgan Stanley
New York
$685M
5
5L
5
55I LLC
Massachusetts
$250M

Top Sellers

1
MB
1
Mizuho Bank
Japan
$0
2
BRC
2
BHF RG Capital
Arizona
$10.2M
3
FTUS
3
Flow Traders U.S.
New York
$0
4
CWS
4
Cypress Wealth Services
California
$17.7M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$77.3M
Name Market Value Shares Shares
Change 		Shares
Change %
SHJ
26
Sharkey, Howes & Javer
Colorado
$61.3M 622,681 -432 -0.1%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$58.8M 597,479 +27,408 +5%
NA
28
NewEdge Advisors
Louisiana
$57M 578,364 +11,082 +2%
PCA
29
Personal Capital Advisors
California
$56.6M 574,470 +57,000 +11%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$54M 547,902 +45,292 +9%
KAS
31
Kestra Advisory Services
Texas
$53.1M 538,986 +33,961 +7%
AI
32
Atria Investments
North Carolina
$52.4M 532,332 +71,537 +16%
IWC
33
Integrated Wealth Concepts
Massachusetts
$52.3M 531,507 +63,012 +13%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$51.1M 519,193 -16,926 -3%
Stifel Financial
35
Stifel Financial
Missouri
$48.1M 488,241 +48,144 +11%
CFG
36
Cooper Financial Group
California
$46.3M 470,407 +35,799 +8%
PFA
37
Pettinga Financial Advisors
Indiana
$42.6M 432,163 +11,070 +3%
IWP
38
Icon Wealth Partners
Texas
$41.3M 419,526 +48,688 +13%
AWM
39
AE Wealth Management
Kansas
$40.9M 414,913 +98,960 +31%
HFA
40
High Falls Advisors
New York
$40.8M 414,653 +83,713 +25%
TLFA
41
True Link Financial Advisors
California
$39.6M 401,760 -24,337 -6%
Truist Financial
42
Truist Financial
North Carolina
$36.8M 373,859 +57,615 +18%
CW
43
CreativeOne Wealth
Kansas
$36.8M 373,445 +341,058 +1,053%
BCM
44
Brookstone Capital Management
Illinois
$36M 359,309 +74,128 +26%
PFG
45
PAX Financial Group
Texas
$35.8M 363,143 +1,561 +0.4%
AA
46
Acorns Advisers
California
$35.2M 357,006 +357,006 New
HIM
47
HawsGoodwin Investment Management
Tennessee
$34.9M 354,461 -20,604 -5%
HighTower Advisors
48
HighTower Advisors
Illinois
$34.8M 353,720 +19,391 +6%
SB
49
Strategic Blueprint
Georgia
$34.4M 349,524 +26,050 +8%
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$30.9M 313,398 +176,744 +129%
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