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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.

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 Market Value Shares Shares
Change 		Shares
Change %
SB
51
Strategic Blueprint
Georgia
$44M 407,948 +31,515 +8%
SW
52
SteelPeak Wealth
California
$43.4M 402,423 +33,303 +9%
B
53
Barings
North Carolina
$43.4M 402,093 +26,315 +7%
PFG
54
PAX Financial Group
Texas
$41.9M 388,515 -2,882 -0.7%
AA
55
Alesco Advisors
New York
$41.4M 383,555 +79,527 +26%
CFGS
56
Concourse Financial Group Securities
Alabama
$41.2M 381,686 +14,903 +4%
HIM
57
HawsGoodwin Investment Management
Tennessee
$39.9M 370,127 +8,131 +2%
Prudential Financial
58
Prudential Financial
New Jersey
$38.4M 358,194 +20,563 +6%
LWA
59
Lineweaver Wealth Advisors
Ohio
$37.6M 348,233 +62,184 +22%
PCIG
60
Partners Capital Investment Group
Massachusetts
$35.7M 331,146 -12,231 -4%
HPC
61
Hobart Private Capital
North Carolina
$35.7M 330,590 +2,014 +0.6%
GIA
62
Goodwin Investment Advisory
Georgia
$35M 324,662 +21,177 +7%
OWA
63
One Wealth Advisors
California
$34.4M 318,695 +57,390 +22%
TAIM
64
TD Ameritrade Investment Management
Nebraska
$34.2M 317,251 +141,675 +81%
HGWM
65
Horst & Graben Wealth Management
Oregon
$34.2M 317,017 +32,971 +12%
CAN
66
Cetera Advisor Networks
California
$33.8M 312,938 +32,339 +12%
MSWMA
67
Market Street Wealth Management Advisors
Indiana
$33.5M 310,850 +66,588 +27%
SFS
68
Security Financial Services
Indiana
$33.2M 307,905 +307,905 New
KFSC
69
Keystone Financial Services (Colorado)
Colorado
$32.5M 301,094 +301,094 New
VFM
70
Vivid Financial Management
California
$32.4M 300,601 +17,918 +6%
Truist Financial
71
Truist Financial
North Carolina
$31.9M 295,900 -41,604 -12%
BRWA
72
B. Riley Wealth Advisors
Florida
$31.8M 295,075 +23,553 +9%
TSA
73
Tri-Star Advisors
Texas
$31.5M 295,929 +15,419 +5%
OAP
74
One Advisory Partners
Kansas
$30.9M 286,148 +4,286 +2%
SMG
75
Spectrum Management Group
Indiana
$30.7M 284,065 -1,598 -0.6%
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