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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
TPCW
476
TD Private Client Wealth
New York
$430K -$8.63K -80 -2%
AAM
477
Ameraudi Asset Management
New York
$428K +$428K +3,963 New
RFN
478
RDA Financial Network
Iowa
$425K -$30.1K -279 -7%
Lido Advisors
479
Lido Advisors
California
$419K +$419K +3,884 New
PW
480
Peninsula Wealth
California
$402K +$402K +3,724 New
GVAG
481
Great Valley Advisor Group
Delaware
$400K +$29.8K +276 +8%
TAM
482
Tucker Asset Management
Colorado
$400K – – –
SWM
483
Sugarloaf Wealth Management
Georgia
$390K – – –
Susquehanna International Group
484
Susquehanna International Group
Pennsylvania
$389K -$6.19M -57,396 -94%
Vontobel Holding
485
Vontobel Holding
Switzerland
$388K +$388K +3,600 New
RWM
486
RKL Wealth Management
Pennsylvania
$386K -$10.7K -99 -3%
DWM
487
Destination Wealth Management
California
$382K -$540 -5 -0.1%
HR
488
Hayden Royal
North Carolina
$380K – – –
CAMV
489
Concord Asset Management (Virginia)
Virginia
$376K +$376K +3,481 New
CL
490
CPWM LLC
Washington
$374K – – –
GC
491
Garde Capital
Washington
$372K +$73.9K +685 +25%
ZCA
492
Zeke Capital Advisors
Pennsylvania
$371K +$371K +3,442 New
CB
493
Commerce Bank
Missouri
$370K – – –
1WA
494
180 Wealth Advisors
Washington
$369K +$42.7K +432 +13%
VWA
495
VERITY Wealth Advisors
United States
$360K – – –
MWM
496
MBE Wealth Management
Wisconsin
$353K – – –
OPCM
497
Osborne Partners Capital Management
California
$350K -$14K -130 -4%
Principal Financial Group
498
Principal Financial Group
Iowa
$349K -$1.59M -14,749 -82%
HGWM
499
Harvest Group Wealth Management
Massachusetts
$349K – – –
LWP
500
Laurel Wealth Planning
Minnesota
$344K -$469K -4,345 -58%
18 19
20
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