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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
BCMO
476
Buckingham Capital Management (Ohio)
Ohio
$213K -$32.3K -328 -13%
FMN
477
Financial Management Network
California
$213K +$213K +2,164 New
AWM
478
Accurate Wealth Management
Florida
$211K -$12.5K -123 -6%
PIMG
479
Patriot Investment Management Group
Tennessee
$211K -$8.94K -91 -4%
LWA
480
Lowe Wealth Advisors
Maryland
$209K +$49.2K +500 +31%
NAM
481
NorthCoast Asset Management
Connecticut
$206K – – –
ACM
482
AlphaStar Capital Management
North Carolina
$206K +$206K +1,975 New
SFM
483
Signet Financial Management
New Jersey
$203K – – –
AIM
484
Acropolis Investment Management
Missouri
$202K +$1.61K +17 +0.8%
FFA
485
Founders Financial Alliance
North Carolina
$199K +$96.2K +976 +94%
TCM
486
TD Capital Management
Tennessee
$194K +$194K +1,968 New
LPIC
487
LeJeune Puetz Investment Counsel
Michigan
$187K – – –
BW
488
Bison Wealth
Georgia
$179K – – –
MA
489
MUFG Americas
New York
$178K -$2.07K -21 -1%
AWA
490
Arkadios Wealth Advisors
Georgia
$162K +$38.3K +391 +31%
S
491
SignatureFD
Georgia
$152K +$7.47K +76 +5%
SL
492
Savior LLC
Massachusetts
$149K -$2.76K -28 -2%
BA
493
Bellwether Advisors
Nebraska
$140K – – –
TFS
494
TrustCore Financial Services
Tennessee
$133K +$7K +71 +6%
BCPWM
495
Bradley & Co Private Wealth Management
Florida
$130K +$13K +132 +11%
EW
496
Element Wealth
Mississippi
$129K – – –
HA
497
Herold Advisors
New York
$126K +$126K +1,286 New
GEA
498
Glen Eagle Advisors
New Jersey
$121K +$197 +2 +0.2%
US Bancorp
499
US Bancorp
Minnesota
$119K -$324K -3,299 -73%
FA
500
Flagstar Advisors
New York
$107K +$107K +1,082 New
18 19
20
21 22