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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.

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
1
Envestnet Asset Management
Illinois
$6.03B
2
BlackRock
2
BlackRock
New York
$1.8B
3
LPL Financial
3
LPL Financial
California
$1.2B
4
Bank of America
4
Bank of America
North Carolina
$1.61B
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$218M

Top Sellers

1
MB
1
Mizuho Bank
Japan
$0
2
CFG
2
Cooper Financial Group
California
$4.74M
3
LWM
3
Liberty Wealth Management
California
$20.6K
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$19.9M
5
NAG
5
Northstar Advisory Group
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KAS
26
Kestra Advisory Services
Texas
$94.9M 879,299 +135,927 +18%
WP
27
WealthSource Partners
California
$91.6M 849,315 +17,284 +2%
NA
28
NewEdge Advisors
Louisiana
$91.1M 844,257 +133,938 +19%
SHJ
29
Sharkey, Howes & Javer
Colorado
$85.3M 790,707 +86,420 +12%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$85.1M 788,411 +77,085 +11%
Mirae Asset Global Investments
31
Mirae Asset Global Investments
South Korea
$79.4M 736,300 +437,800 +147%
Stifel Financial
32
Stifel Financial
Missouri
$77.6M 719,397 +104,648 +17%
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$76.4M 775,502 -49,147 -6%
AWM
34
AE Wealth Management
Kansas
$74.8M 692,989 +116,709 +20%
AI
35
Atria Investments
North Carolina
$73.9M 684,933 -17,735 -3%
PCA
36
Personal Capital Advisors
California
$71M 657,450 +34,202 +5%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$71M 657,586 +74,479 +13%
IWC
38
Integrated Wealth Concepts
Massachusetts
$67.2M 622,428 +26,212 +4%
CW
39
CreativeOne Wealth
Kansas
$64.9M 601,578 +140,014 +30%
CIAS
40
CFS Investment Advisory Services
New Jersey
$58.9M 580,410 +106,816 +23%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$56.3M 521,713 +37,383 +8%
IWP
42
Icon Wealth Partners
Texas
$54M 500,675 +27,916 +6%
HFA
43
High Falls Advisors
New York
$53.2M 493,373 +11,402 +2%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$50.2M 465,065 +95,126 +26%
PFA
45
Pettinga Financial Advisors
Indiana
$50.2M 464,866 +6,296 +1%
Wealthfront Advisers
46
Wealthfront Advisers
California
$47.5M 440,186 +206,556 +88%
HighTower Advisors
47
HighTower Advisors
Illinois
$45.8M 424,550 +28,987 +7%
WWG
48
West Wealth Group
California
$45.1M 418,309 +418,309 New
BCM
49
Brookstone Capital Management
Illinois
$44.7M 423,908 +4,116 +1%
TLFA
50
True Link Financial Advisors
California
$44.5M 412,474 +559 +0.1%
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