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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$79.2M 804,011 +45,670 +6%
KAS
27
Kestra Advisory Services
Texas
$73.2M 743,372 +204,386 +38%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$70M 711,326 +113,847 +19%
NA
29
NewEdge Advisors
Louisiana
$69.9M 710,319 +131,955 +23%
SHJ
30
Sharkey, Howes & Javer
Colorado
$69.3M 704,287 +81,606 +13%
AI
31
Atria Investments
North Carolina
$69.2M 702,668 +170,336 +32%
AA
32
Acorns Advisers
California
$66.7M 677,528 +320,522 +90%
PCA
33
Personal Capital Advisors
California
$61.4M 623,248 +48,778 +8%
Stifel Financial
34
Stifel Financial
Missouri
$60.5M 614,749 +126,508 +26%
IWC
35
Integrated Wealth Concepts
Massachusetts
$58.7M 596,216 +64,709 +12%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$57.4M 583,107 +35,205 +6%
AWM
37
AE Wealth Management
Kansas
$56.7M 576,280 +161,367 +39%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$47.7M 484,330 -34,863 -7%
HFA
39
High Falls Advisors
New York
$47.5M 481,971 +67,318 +16%
CIAS
40
CFS Investment Advisory Services
New Jersey
$46.6M 473,594 +473,594 New
IWP
41
Icon Wealth Partners
Texas
$46.5M 472,759 +53,233 +13%
CW
42
CreativeOne Wealth
Kansas
$45.6M 461,564 +88,119 +24%
PFA
43
Pettinga Financial Advisors
Indiana
$45.2M 458,570 +26,407 +6%
CFG
44
Cooper Financial Group
California
$44.6M 452,793 -17,614 -4%
BCM
45
Brookstone Capital Management
Illinois
$42M 419,792 +60,483 +17%
TLFA
46
True Link Financial Advisors
California
$40.6M 411,915 +10,155 +3%
HighTower Advisors
47
HighTower Advisors
Illinois
$39M 395,563 +41,843 +12%
PFG
48
PAX Financial Group
Texas
$38.5M 391,397 +28,254 +8%
SB
49
Strategic Blueprint
Georgia
$37.1M 376,433 +26,909 +8%
B
50
Barings
North Carolina
$37M 375,778 +301,593 +407%
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