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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 %
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$36.4M +$5.57M +56,541 +18%
SW
52
SteelPeak Wealth
California
$36.3M +$7.98M +81,038 +28%
CFGS
53
Concourse Financial Group Securities
Alabama
$36.1M +$7.54M +76,548 +26%
HIM
54
HawsGoodwin Investment Management
Tennessee
$35.6M +$742K +7,535 +2%
Prudential Financial
55
Prudential Financial
New Jersey
$34.4M +$6.42M +63,110 +23%
PCIG
56
Partners Capital Investment Group
Massachusetts
$33.8M +$4.51M +45,851 +15%
CAPTRUST Financial Advisors
57
CAPTRUST Financial Advisors
North Carolina
$33.3M +$30M +304,729 +912%
Truist Financial
58
Truist Financial
North Carolina
$33.2M -$3.58M -36,355 -10%
HPC
59
Hobart Private Capital
North Carolina
$32.4M +$8.4M +85,267 +35%
AA
60
Alesco Advisors
New York
$29.9M +$27.8M +282,390 +1,305%
GIA
61
Goodwin Investment Advisory
Georgia
$29.9M +$2.03M +20,653 +7%
Mirae Asset Global Investments
62
Mirae Asset Global Investments
South Korea
$29.4M +$2.17M +22,000 +8%
TSA
63
Tri-Star Advisors
Texas
$28.5M +$7.1M +69,761 +33%
LWA
64
Lineweaver Wealth Advisors
Ohio
$28.2M +$2.55M +25,870 +10%
SMG
65
Spectrum Management Group
Indiana
$28.1M +$7.08M +71,947 +34%
HGWM
66
Horst & Graben Wealth Management
Oregon
$28M +$1.12M +11,413 +4%
VFM
67
Vivid Financial Management
California
$27.8M +$1.16M +11,753 +4%
OAP
68
One Advisory Partners
Kansas
$27.8M +$3.08M +31,266 +12%
CAN
69
Cetera Advisor Networks
California
$27.6M +$1.32M +13,374 +5%
BRWA
70
B. Riley Wealth Advisors
Florida
$26.7M +$5.61M +57,002 +27%
VI
71
Vestcor Inc
New Brunswick, Canada
$25.9M – – –
T
72
TNF
Montana
$25.8M +$25.8M +246,748 New
OWA
73
One Wealth Advisors
California
$25.7M +$4.52M +45,910 +21%
C1AG
74
Client 1st Advisory Group
Florida
$25.2M +$202K +2,054 +0.8%
MSWMA
75
Market Street Wealth Management Advisors
Indiana
$24.1M +$4.15M +42,161 +21%
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3
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