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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 Holding Trade Value Shares
Change 		Shares
Change %
SHIM
76
Stone House Investment Management
Pennsylvania
$30.3M +$4.42M +40,920 +17%
VI
77
Vestcor Inc
New Brunswick, Canada
$28.4M – – –
BCA
78
Biltmore Capital Advisors
New Jersey
$27.8M +$2.32M +21,546 +9%
C1AG
79
Client 1st Advisory Group
Florida
$27.6M -$99.1K -918 -0.4%
CS
80
Comerica Securities
Michigan
$26.8M +$1.15M +10,662 +4%
T
81
TNF
Montana
$26.2M +$373K +3,553 +1%
APW
82
Austin Private Wealth
Texas
$26.1M +$2.58M +23,945 +11%
T
83
TCWP
Ohio
$26.1M +$26.1M +241,447 New
PWA
84
Physician Wealth Advisors
Utah
$25.5M +$2.34M +22,225 +10%
SL
85
SWMG LLC
Texas
$24M +$1.11M +10,307 +5%
AIA
86
Ally Invest Advisors
North Carolina
$23.3M +$1.42M +13,194 +6%
Mercer Global Advisors
87
Mercer Global Advisors
Colorado
$23.3M +$2.42M +22,465 +12%
KeyBank National Association
88
KeyBank National Association
Ohio
$22.9M +$2.21M +20,520 +11%
RJA
89
Raymond James & Associates
Florida
$22.9M +$6.76M +62,686 +42%
FIA
90
Foundations Investment Advisors
Arizona
$22.5M +$1.27M +11,949 +6%
EH
91
Equitable Holdings
New York
$22.4M +$3.43M +31,833 +18%
Neuberger Berman Group
92
Neuberger Berman Group
New York
$21.8M -$2.04M -18,917 -9%
FCA
93
FLC Capital Advisors
California
$21.8M +$2.27M +21,022 +12%
CWS
94
Cypress Wealth Services
California
$21.5M +$1.4M +13,010 +7%
WMS
95
Wealth Management Solutions
Pennsylvania
$20.7M +$20.7M +192,115 New
NFG
96
Next Financial Group
Texas
$20.6M +$7.37M +68,326 +56%
OLVIG
97
Oliver Lagore Vanvalin Investment Group
Michigan
$20.2M +$20.2M +187,060 New
SPIA
98
Steward Partners Investment Advisory
New York
$20M +$1.23M +11,437 +7%
CAPTRUST Financial Advisors
99
CAPTRUST Financial Advisors
North Carolina
$19.9M -$16.6M -154,070 -46%
WA
100
Wealth Alliance
New York
$18.9M +$3.06M +28,331 +19%
2 3
4
5 6