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

Top Sellers

1
MB
Mizuho Bank
Japan
$0
2
CFG
Cooper Financial Group
California
$4.74M
3
LWM
Liberty Wealth Management
California
$20.6K
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$19.9M
5
NAG
Northstar Advisory Group
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HAS
501
HBW Advisory Services
California
$341K -$432 -4 -0.1%
SA
502
SL Advisors
New Jersey
$338K +$2.05K +19 +0.6%
B
503
Brightworth
Georgia
$338K +$338K +3,132 New
CWM
504
Congress Wealth Management
Massachusetts
$338K +$338K +3,132 New
PPW
505
Pinnacle Private Wealth
Massachusetts
$336K +$336K +3,115 New
BS
506
Boenning & Scattergood
Pennsylvania
$333K – – –
GLA
507
Good Life Advisors
Pennsylvania
$332K -$1.53M -14,159 -82%
PPA
508
Parametric Portfolio Associates
Washington
$330K +$27.7K +257 +9%
MG
509
Mather Group
Illinois
$330K +$77.9K +722 +31%
ODIJL
510
One Day In July LLC
Vermont
$329K – – –
SSCA
511
South Shore Capital Advisors
Massachusetts
$325K +$754 +7 +0.2%
BCA
512
Bay Colony Advisors
Massachusetts
$324K +$88.6K +821 +38%
PFA
513
Pure Financial Advisors
California
$324K +$324K +2,999 New
WA
514
Wealth Architects
California
$323K +$323K +2,997 New
APWA
515
Atlas Private Wealth Advisors
New Jersey
$322K +$322K +2,980 New
SLWA
516
San Luis Wealth Advisors
California
$319K +$30K +278 +10%
PFA
517
Professional Financial Advisors
Nebraska
$318K +$3.78K +35 +1%
MKA
518
M. Kulyk & Associates
Georgia
$317K -$10.9K -101 -3%
FFA
519
Founders Financial Alliance
North Carolina
$317K +$99.3K +921 +46%
TFS
520
Thoroughbred Financial Services
Tennessee
$316K +$316K +2,936 New
OWM
521
Opes Wealth Management
California
$314K +$77.7K +720 +33%
ETIA
522
Epic Trust Investment Advisors
Washington
$309K +$309K +2,867 New
GIA
523
GHP Investment Advisors
Colorado
$308K -$74.7K -693 -20%
MFG
524
Magnus Financial Group
New York
$306K +$20.9K +193 +7%
WT
525
Whittier Trust
California
$305K +$24.8K +230 +9%
19 20
21
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