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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.

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 Market Value Shares Shares
Change 		Shares
Change %
SHIM
76
Stone House Investment Management
Pennsylvania
$23.6M 239,501 – –
CS
77
Comerica Securities
Michigan
$23.4M 237,456 +63,313 +36%
BCA
78
Biltmore Capital Advisors
New Jersey
$23.2M 235,907 +18,004 +8%
Wealthfront Advisers
79
Wealthfront Advisers
California
$23M 233,630 +203,948 +687%
Bank of Nova Scotia
80
Bank of Nova Scotia
Ontario, Canada
$22.7M 230,100 – –
PWA
81
Physician Wealth Advisors
Utah
$22.5M 219,649 +13,094 +6%
Neuberger Berman Group
82
Neuberger Berman Group
New York
$21.8M 220,944 +220,944 New
APW
83
Austin Private Wealth
Texas
$21.5M 218,220 +21,114 +11%
SL
84
SWMG LLC
Texas
$20.9M 212,075 +28,165 +15%
PAG
85
Private Advisor Group
New Jersey
$20.3M 206,252 +105,411 +105%
AIA
86
Ally Invest Advisors
North Carolina
$20M 203,191 +29,242 +17%
FIA
87
Foundations Investment Advisors
Arizona
$19.8M 199,071 +41,235 +26%
Mercer Global Advisors
88
Mercer Global Advisors
Colorado
$19.1M 193,719 +8,542 +5%
KeyBank National Association
89
KeyBank National Association
Ohio
$18.9M 191,782 +33,212 +21%
RA
90
RFG Advisory
Alabama
$18.8M 191,163 +38,217 +25%
CWS
91
Cypress Wealth Services
California
$18.3M 186,308 +6,598 +4%
FCA
92
FLC Capital Advisors
California
$17.8M 180,838 +4,225 +2%
LWM
93
Liberty Wealth Management
California
$17.6M 178,619 +34,418 +24%
EH
94
Equitable Holdings
New York
$17.3M 175,661 +10,550 +6%
SPIA
95
Steward Partners Investment Advisory
New York
$17.1M 173,646 +24,841 +17%
WP
96
WealthShield Partners
North Carolina
$16.4M 166,311 -71,999 -30%
I
97
INVST
Indiana
$15.7M 159,332 +31,980 +25%
HI
98
Harbour Investments
Wisconsin
$15.6M 158,596 +33,904 +27%
PWM
99
Perigon Wealth Management
California
$15.2M 154,454 +26,394 +21%
SEI Investments
100
SEI Investments
Pennsylvania
$14.7M 149,372 +33,271 +29%
2 3
4
5 6