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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 %
NFSG
526
Newbridge Financial Services Group
Florida
$305K +$26K +241 +9%
WC
527
Weil Company
California
$301K – – –
SFG
528
SNS Financial Group
Minnesota
$299K +$299K +2,769 New
LWM
529
Laidlaw Wealth Management
New York
$298K -$145K -1,341 -33%
IC
530
IEQ Capital
California
$297K – – –
CAI
531
Capital Advisors Inc
Oklahoma
$293K +$293K +2,711 New
ARC
532
Advisor Resource Council
Texas
$292K -$2.58K -24 -0.9%
VCM
533
Vivaldi Capital Management
Illinois
$286K -$244K -2,261 -46%
CCIA
534
Cherry Creek Investment Advisors
Colorado
$284K +$1.84K +17 +0.7%
CFG
535
Citizens Financial Group
Rhode Island
$283K – – –
ICP
536
Interchange Capital Partners
Pennsylvania
$282K +$282K +2,614 New
TCWA
537
Ten Capital Wealth Advisors
Washington
$280K -$24.2K -224 -8%
HCP
538
Holt Capital Partners
Texas
$280K – – –
PP
539
PDS Planning
Ohio
$278K +$38.4K +356 +16%
Jones Financial Companies
540
Jones Financial Companies
Missouri
$274K -$33.6K -311 -11%
CWA
541
Consilium Wealth Advisory
Texas
$273K +$273K +2,534 New
PFM
542
Peak Financial Management
Massachusetts
$272K +$25.4K +236 +10%
FEM
543
Fulcrum Equity Management
Texas
$267K +$267K +2,472 New
TP
544
Tranquility Partners
Tennessee
$265K -$7.46K -69 -3%
BFPW
545
BOK Financial Private Wealth
Colorado
$264K +$264K +2,444 New
Financial Engines Advisors
546
Financial Engines Advisors
California
$263K -$19.7K -183 -7%
PP
547
PrairieView Partners
Minnesota
$263K – – –
DAM
548
Derbend Asset Management
Georgia
$263K +$263K +2,436 New
HCM
549
Hudson Capital Management
New Jersey
$262K +$10.3K +95 +4%
SFC
550
SYM Financial Corp
Indiana
$255K – – –
20 21
22
23 24