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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 %
MWM
526
Mascoma Wealth Management
New Hampshire
$24K +$24K +242 New
HNB
527
Huntington National Bank
Ohio
$23K -$23K – –
FCM
528
Firestone Capital Management
Florida
$20K – – –
PSB
529
Piscataqua Savings Bank
New Hampshire
$19K +$19K +194 New
BC
530
Bartlett & Co
Ohio
$16K +$16K +162 New
BCWM
531
Bartlett & Co Wealth Management
Ohio
$16K +$16K +162 New
JFA
532
JNBA Financial Advisors
Minnesota
$15K – – –
RE
533
RBC Europe
United Kingdom
$14.9K – – –
HIA
534
Harbor Investment Advisory
Maryland
$14K +$11.9K +116 +552%
SSW
535
Smith Shellnut Wilson
Mississippi
$13K -$4.62K -48 -26%
GM
536
GeoWealth Management
Illinois
$13K +$13K +129 New
AIC
537
Archer Investment Corporation
Indiana
$11.5K +$11.5K +117 New
FFC
538
Fure Financial Corporation
Minnesota
$11K +$11K +112 New
DWMG
539
DB Wealth Management Group
California
$10K – – –
SWA
540
SOA Wealth Advisors
New York
$9K – – –
GPA
541
Guidance Point Advisors
Massachusetts
$7K +$7K +74 New
HWA
542
HHM Wealth Advisors
Tennessee
$4K +$4K +36 New
WWM
543
Wolff Wiese Magana
California
$4K +$4K +40 New
PMFA
544
Plante Moran Financial Advisors
Michigan
$3K +$643 +6 +27%
PA
545
PSI Advisors
Florida
$3K +$3K +30 New
JPLA
546
Joseph P. Lucia & Associates
New York
$2K – – –
RFA
547
Reilly Financial Advisors
California
$2K – – –
PFBT
548
Parkside Financial Bank & Trust
Missouri
$2K +$2K +24 New
EI
549
Ellevest Inc
New York
$1K – – –
IRC
550
Investors Research Corp
Georgia
$1K – – –
19 20 21
22
23