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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 %
MSWMA
76
Market Street Wealth Management Advisors
Indiana
$19.9M 202,101 +108,548 +116%
APW
77
Austin Private Wealth
Texas
$19.4M 197,106 +6,873 +4%
Mercer Global Advisors
78
Mercer Global Advisors
Colorado
$18.2M 185,177 +34,498 +23%
SL
79
SWMG LLC
Texas
$18.1M 183,910 +14,838 +9%
CWS
80
Cypress Wealth Services
California
$17.7M 179,710 -87,572 -33%
FCA
81
FLC Capital Advisors
California
$17.4M 176,613 +1,611 +0.9%
CS
82
Comerica Securities
Michigan
$17.1M 174,143 -3,753 -2%
AIA
83
Ally Invest Advisors
North Carolina
$17.1M 173,949 +33,830 +24%
EH
84
Equitable Holdings
New York
$16.3M 165,111 +2,031 +1%
FIA
85
Foundations Investment Advisors
Arizona
$15.8M 157,836 +51,151 +48%
KeyBank National Association
86
KeyBank National Association
Ohio
$15.6M 158,570 +39,401 +33%
MA
87
Mutual Advisors
Nebraska
$15.3M 155,739 +78,791 +102%
RA
88
RFG Advisory
Alabama
$15.1M 152,946 -3,858 -2%
SPIA
89
Steward Partners Investment Advisory
New York
$14.7M 148,805 +978 +0.7%
LWM
90
Liberty Wealth Management
California
$14.2M 144,201 +9,371 +7%
T
91
TRUADVICE
Florida
$14M 139,122 +46,302 +50%
FT
92
Fiduciary Trust
Massachusetts
$13.6M 138,291 +4,034 +3%
KFS
93
Kelly Financial Services
Massachusetts
$13.5M 1,330,201 +1,317,021 +9,993%
Allianz Asset Management
94
Allianz Asset Management
Germany
$13.4M 136,228 -8,700 -6%
SCA
95
Snowden Capital Advisors
New York
$13.4M 135,905 +3,097 +2%
VHAM
96
Van Hulzen Asset Management
California
$13.2M 133,673 +700 +0.5%
DE
97
Day & Ennis
Georgia
$12.7M 128,739 +5,642 +5%
SXL
98
Summit X LLC
Missouri
$12.6M 128,360 -1,418 -1%
I
99
INVST
Indiana
$12.6M 127,352 +8,377 +7%
PWM
100
Perigon Wealth Management
California
$12.6M 128,060 +29,912 +30%
2 3
4
5 6