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iShares ESG Aware MSCI USA ETF
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Overview Fund Activity

487 hedge funds and large institutions have $13.3B invested in iShares ESG Aware MSCI USA ETF in 2021 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 225 increasing their positions, 128 reducing their positions, and 28 closing their positions.

Holders
487
Holders Change
+62
Holders Change %
+14.59%
% of All Funds
8.58%
Holding in Top 10
74
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+19.35%
% of All Funds
1.3%
New
94
Increased
225
Reduced
128
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.29B
2
MB
2
Mizuho Bank
Japan
$109M
3
Bank of America
3
Bank of America
North Carolina
$1.08B
4
Morgan Stanley
4
Morgan Stanley
New York
$564M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$302M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.57B
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$386K
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$235M
4
FI
4
FormulaFolio Investments
Michigan
$1K
5
SS
5
Simplicity Solutions
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
51
Concourse Financial Group Securities
Alabama
$25.2M +$3.84M +42,228 +18%
C1AG
52
Client 1st Advisory Group
Florida
$24.7M +$922K +10,151 +4%
NNP
53
Nachman Norwood & Parrott
South Carolina
$24.4M +$3.57M +39,312 +17%
CWS
54
Cypress Wealth Services
California
$24.3M +$744K +8,192 +3%
LWA
55
Lineweaver Wealth Advisors
Ohio
$24M -$2.74M -30,168 -10%
VI
56
Vestcor Inc
New Brunswick, Canada
$23.9M +$23.9M +263,200 New
GIA
57
Goodwin Investment Advisory
Georgia
$23.7M -$585K -6,430 -2%
VFM
58
Vivid Financial Management
California
$23.6M -$311K -3,420 -1%
OAP
59
One Advisory Partners
Kansas
$22.8M -$2.14M -23,555 -9%
BRC
60
BHF RG Capital
Arizona
$22.4M -$2.94M -32,376 -12%
HPC
61
Hobart Private Capital
North Carolina
$22.1M +$638K +7,022 +3%
Prudential Financial
62
Prudential Financial
New Jersey
$21.4M +$2.26M +24,885 +12%
HGWM
63
Horst & Graben Wealth Management
Oregon
$21.4M +$1.05M +11,529 +5%
WP
64
WealthShield Partners
North Carolina
$21.4M +$2.53M +27,797 +13%
SHIM
65
Stone House Investment Management
Pennsylvania
$20.6M – – –
TSA
66
Tri-Star Advisors
Texas
$20.4M -$56.8K -593 -0.3%
BRWA
67
B. Riley Wealth Advisors
Florida
$19.2M +$3.36M +36,955 +21%
SMG
68
Spectrum Management Group
Indiana
$19.2M -$600K -6,601 -3%
TAIM
69
TD Ameritrade Investment Management
Nebraska
$18.8M – – –
BCA
70
Biltmore Capital Advisors
New Jersey
$17.7M +$4.85M +53,362 +38%
APW
71
Austin Private Wealth
Texas
$17.3M -$810K -8,913 -4%
PWA
72
Physician Wealth Advisors
Utah
$16.7M +$921K +9,883 +6%
CS
73
Comerica Securities
Michigan
$16.2M -$2.03M -22,370 -11%
FCA
74
FLC Capital Advisors
California
$15.9M -$857K -9,431 -5%
SL
75
SWMG LLC
Texas
$15.4M +$758K +8,338 +5%
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3
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