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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 %
HI
101
Harbour Investments
Wisconsin
$12.3M 124,692 +6,437 +5%
BHWM
102
Bay Harbor Wealth Management
Maryland
$11.7M 119,026 +8,330 +8%
SEI Investments
103
SEI Investments
Pennsylvania
$11.4M 116,101 +41,155 +55%
PG
104
Prostatis Group
Maryland
$11.3M 114,645 +21,908 +24%
SCA
105
STALEY CAPITAL ADVISERS
Pennsylvania
$11.1M 113,150 -2,500 -2%
FWP
106
Firethorn Wealth Partners
Georgia
$10.9M 110,197 +3,438 +3%
NL
107
NWAM LLC
Washington
$10.8M 110,076 -31,121 -22%
SPAS
108
Spectrum Planning & Advisory Services
California
$10.8M 109,830 +7,955 +8%
CWA
109
Clearview Wealth Advisors
Oregon
$10.6M 108,095 -4,808 -4%
AF
110
Advisornet Financial
Minnesota
$10.6M 107,736 +303 +0.3%
HPWM
111
Highland Private Wealth Management
Washington
$10.5M 106,303 +14,727 +16%
MCIA
112
Mountain Capital Investment Advisors
Colorado
$10.5M 105,573 +4,072 +4%
SWA
113
Stratos Wealth Advisors
Ohio
$10.3M 104,645 +38,082 +57%
BRC
114
BHF RG Capital
Arizona
$10.2M 103,637 -143,543 -58%
NFG
115
Next Financial Group
Texas
$10.1M 102,469 +6,034 +6%
PAG
116
Private Advisor Group
New Jersey
$9.93M 100,841 +13,921 +16%
CA
117
Cetera Advisors
Colorado
$9.71M 98,607 +5,599 +6%
4WM
118
4J Wealth Management
Virginia
$9.63M 97,761 +5,965 +6%
RIA
119
Regal Investment Advisors
Michigan
$9.23M 93,770 +93,770 New
TF
120
Trek Financial
Arizona
$9.22M 93,660 +6,765 +8%
WA
121
Wealth Alliance
New York
$9.22M 93,581 +44,446 +90%
FLPIM
122
F.L. Putnam Investment Management
Massachusetts
$8.77M 89,089 -11,229 -11%
TWM
123
Tradition Wealth Management
Minnesota
$8.59M 87,200 -2,732 -3%
ASN
124
Advisory Services Network
Georgia
$8.55M 86,822 +17,432 +25%
WF
125
Williams Financial
Vermont
$8.34M 84,732 -12,104 -12%
3 4
5
6 7