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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 %
SFCL
651
Strengthening Families & Communities LLC
Massachusetts
$16 +$16 +151 New
MB
652
Mizuho Bank
Japan
– -$197M -2,000,000 Closed
NAG
653
Northstar Advisory Group
New Jersey
– -$11M -111,694 Closed
IWS
654
Insight Wealth Strategies
California
– -$4.34M -44,079 Closed
BRC
655
BHF RG Capital
Arizona
– -$4.1M -41,618 Closed
Jane Street
656
Jane Street
New York
– -$2.91M -29,528 Closed
SIM
657
Stratos Investment Management
Ohio
– -$2.14M -21,734 Closed
TRCT
658
Tower Research Capital (TRC)
New York
– -$1.1M -11,209 Closed
Barclays
659
Barclays
United Kingdom
– -$1.06M -10,725 Closed
Renaissance Technologies
660
Renaissance Technologies
New York
– -$837K -8,500 Closed
GRP
661
Global Retirement Partners
California
– -$650K -6,603 Closed
TI
662
Trexquant Investment
Connecticut
– -$538K -5,467 Closed
CCWA
663
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$532K -5,400 Closed
WCFA
664
Walkner Condon Financial Advisors
Wisconsin
– -$517K -5,240 Closed
SS
665
Sunbelt Securities
Texas
– -$305K -3,073 Closed
OWM
666
Orgel Wealth Management
Wisconsin
– -$246K -2,495 Closed
OMC
667
Old Mission Capital
Illinois
– -$244K -2,476 Closed
ACM
668
AlphaStar Capital Management
North Carolina
– -$206K -1,975 Closed
BW
669
Bison Wealth
Georgia
– -$179K -1,821 Closed
AWA
670
Arkadios Wealth Advisors
Georgia
– -$162K -1,652 Closed
BCPWM
671
Bradley & Co Private Wealth Management
Florida
– -$130K -1,320 Closed
HA
672
Herold Advisors
New York
– -$126K -1,286 Closed
FA
673
Flagstar Advisors
New York
– -$107K -1,082 Closed
WLPWM
674
Walled Lake Planning & Wealth Management
Illinois
– -$64K -649 Closed
PWA
675
Phoenix Wealth Advisors
North Carolina
– -$47K -480 Closed
24 25 26
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