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iShares ESG Aware MSCI USA ETF
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Overview Fund Activity

511 hedge funds and large institutions have $15.7B invested in iShares ESG Aware MSCI USA ETF in 2021 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 294 increasing their positions, 102 reducing their positions, and 30 closing their positions.

Holders
511
Holders Change
+24
Holders Change %
+4.93%
% of All Funds
8.92%
Holding in Top 10
77
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.05%
% of All Funds
1.34%
New
61
Increased
294
Reduced
102
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$4.18B
2
BOI
2
Bank of Italy
Italy
$204M
3
Bank of America
3
Bank of America
North Carolina
$1.29B
4
Morgan Stanley
4
Morgan Stanley
New York
$685M
5
5L
5
55I LLC
Massachusetts
$250M

Top Sellers

1
MB
1
Mizuho Bank
Japan
$0
2
BRC
2
BHF RG Capital
Arizona
$10.2M
3
FTUS
3
Flow Traders U.S.
New York
$0
4
CWS
4
Cypress Wealth Services
California
$17.7M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$77.3M
Name Market Value Shares Shares
Change 		Shares
Change %
NNP
51
Nachman Norwood & Parrott
South Carolina
$30.3M 307,792 +39,802 +15%
PCIG
52
Partners Capital Investment Group
Massachusetts
$29.3M 297,526 – –
TAIM
53
TD Ameritrade Investment Management
Nebraska
$28.8M 292,348 +73,391 +34%
CFGS
54
Concourse Financial Group Securities
Alabama
$28.6M 290,235 +13,253 +5%
SW
55
SteelPeak Wealth
California
$28.4M 288,082 -13,445 -4%
GIA
56
Goodwin Investment Advisory
Georgia
$27.8M 282,832 +22,571 +9%
Mirae Asset Global Investments
57
Mirae Asset Global Investments
South Korea
$27.2M 276,500 +121,100 +78%
Prudential Financial
58
Prudential Financial
New Jersey
$27M 274,521 +38,713 +16%
HGWM
59
Horst & Graben Wealth Management
Oregon
$26.8M 272,633 +37,143 +16%
VFM
60
Vivid Financial Management
California
$26.7M 270,930 +10,965 +4%
CAN
61
Cetera Advisor Networks
California
$26.3M 267,225 +110,108 +70%
VI
62
Vestcor Inc
New Brunswick, Canada
$25.9M 263,200 – –
LWA
63
Lineweaver Wealth Advisors
Ohio
$25.6M 260,179 -3,890 -1%
C1AG
64
Client 1st Advisory Group
Florida
$25M 254,379 -17,840 -7%
OAP
65
One Advisory Partners
Kansas
$24.7M 250,596 +70 +0%
HPC
66
Hobart Private Capital
North Carolina
$24M 243,309 +364 +0.1%
SHIM
67
Stone House Investment Management
Pennsylvania
$23.6M 239,501 +243 +0.1%
WP
68
WealthShield Partners
North Carolina
$23.5M 238,310 +3,237 +1%
Bank of Nova Scotia
69
Bank of Nova Scotia
Ontario, Canada
$22.7M 230,100 +230,100 New
BCA
70
Biltmore Capital Advisors
New Jersey
$21.5M 217,903 +23,135 +12%
OWA
71
One Wealth Advisors
California
$21.2M 215,395 +71,156 +49%
BRWA
72
B. Riley Wealth Advisors
Florida
$21.1M 214,520 +3,122 +1%
SMG
73
Spectrum Management Group
Indiana
$21M 213,716 +2,566 +1%
TSA
74
Tri-Star Advisors
Texas
$20.8M 210,749 -2,115 -1%
PWA
75
Physician Wealth Advisors
Utah
$20.7M 206,555 +27,462 +15%
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