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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.

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

Top Sellers

1
MB
Mizuho Bank
Japan
$0
2
BRC
BHF RG Capital
Arizona
$10.2M
3
FTUS
Flow Traders U.S.
New York
$0
4
CWS
Cypress Wealth Services
California
$17.7M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$77.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WBC
501
West Branch Capital
Massachusetts
$4K +$4K +42 New
RFA
502
Reilly Financial Advisors
California
$2K – – –
PMFA
503
Plante Moran Financial Advisors
Michigan
$2K – – –
JPLA
504
Joseph P. Lucia & Associates
New York
$2K – – –
HIA
505
Harbor Investment Advisory
Maryland
$2K +$95 +1 +5%
JCM
506
Jacobi Capital Management
Pennsylvania
$2K +$2K +23 New
FI
507
FormulaFolio Investments
Michigan
$1K – – –
IRC
508
Investors Research Corp
Georgia
$1K – – –
EI
509
Ellevest Inc
New York
$1K +$1K +9 New
RIM
510
Rockbridge Investment Management
New York
$1K +$1K +15 New
BBHC
511
Brown Brothers Harriman & Co
New York
$61 -$10 -102 -14%
MB
512
Mizuho Bank
Japan
– -$109M -1,200,000 Closed
FTUS
513
Flow Traders U.S.
New York
– -$13.1M -144,589 Closed
TCA
514
Transcend Capital Advisors
New Jersey
– -$6.33M -69,709 Closed
TCM
515
Tuttle Capital Management
Connecticut
– -$3.26M -35,914 Closed
Renaissance Technologies
516
Renaissance Technologies
New York
– -$2.15M -23,700 Closed
TI
517
tru Independence
Oregon
– -$762K -8,011 Closed
MSA
518
Marino Stram & Associates
Massachusetts
– -$590K -6,489 Closed
SAG
519
Spotlight Asset Group
Illinois
– -$421K -4,630 Closed
CS
520
Credit Suisse
Switzerland
– -$308K -3,390 Closed
Millennium Management
521
Millennium Management
New York
– -$293K -3,221 Closed
QC
522
QCM Cayman
Texas
– -$255K -2,804 Closed
Financial Engines Advisors
523
Financial Engines Advisors
California
– -$225K -2,480 Closed
OBWG
524
Onyx Bridge Wealth Group
New York
– -$219K -2,408 Closed
SC
525
Savant Capital
Illinois
– -$210K -2,315 Closed
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