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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 %
RIM
551
Rockbridge Investment Management
New York
$1K – – –
JMF
552
Johnson Midwest Financial
Iowa
$1K +$429 +3 +75%
BBHC
553
Brown Brothers Harriman & Co
New York
$61 – – –
PCM
554
Piedmont Capital Management
Montana
– -$5.11M -100,559 Closed
HT
555
HAP Trading
New York
– -$2.84M -28,825 Closed
LFAS
556
Level Four Advisory Services
Texas
– -$1.74M -17,617 Closed
SIM
557
Seaview Investment Managers
Florida
– -$1.4M -14,226 Closed
JWCA
558
J.W. Cole Advisors
Florida
– -$997K -10,128 Closed
CCM
559
Covington Capital Management
California
– -$699K -7,101 Closed
PFO
560
Pathstone Family Office
New Jersey
– -$550K -5,586 Closed
SFA
561
Sequoia Financial Advisors
Ohio
– -$456K -4,628 Closed
CRI
562
Colonial River Investments
Virginia
– -$402K -4,080 Closed
WI
563
Wintrust Investments
Illinois
– -$361K -3,662 Closed
CAN
564
Claraphi Advisory Network
United States
– -$300K -3,044 Closed
WI
565
WrapManager Inc
California
– -$279K -2,837 Closed
TC
566
Telemus Capital
Michigan
– -$246K -2,500 Closed
RG
567
Retirement Group
California
– -$246K -2,497 Closed
GSEP
568
Golden State Equity Partners
California
– -$230K -2,341 Closed
BC
569
Burleson & Co
California
– -$67K -683 Closed
Bank Julius Baer & Co
570
Bank Julius Baer & Co
Switzerland
– -$24K -244 Closed
PC
571
Pecaut & Co
Iowa
– -$23K -232 Closed
FPW
572
Flagship Private Wealth
Massachusetts
– -$13.3K -133 Closed
WBC
573
West Branch Capital
Massachusetts
– -$4K -42 Closed
JCM
574
Jacobi Capital Management
Pennsylvania
– -$2K -23 Closed
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