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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 Holding Trade Value Shares
Change 		Shares
Change %
RJA
101
Raymond James & Associates
Florida
$14.7M +$6.4M +65,038 +77%
FT
102
Fiduciary Trust
Massachusetts
$14.6M +$992K +10,072 +7%
SXL
103
Summit X LLC
Missouri
$14.6M +$1.96M +19,900 +16%
WA
104
Wealth Alliance
New York
$14.5M +$5.26M +53,378 +57%
VHAM
105
Van Hulzen Asset Management
California
$14.4M +$1.19M +12,134 +9%
SCA
106
Snowden Capital Advisors
New York
$14.4M +$974K +9,888 +7%
RCS
107
Retirement Capital Strategies
California
$14M +$13M +132,213 +1,293%
BHWM
108
Bay Harbor Wealth Management
Maryland
$13.9M +$2.14M +21,705 +18%
DE
109
Day & Ennis
Georgia
$13.5M +$836K +8,489 +7%
TAIM
110
TD Ameritrade Investment Management
Nebraska
$13.4M -$8.9M -116,772 -40%
PG
111
Prostatis Group
Maryland
$12.5M +$1.17M +11,899 +10%
TF
112
Trek Financial
Arizona
$12.4M +$3.2M +32,548 +35%
NFG
113
Next Financial Group
Texas
$12.1M +$2.02M +20,544 +20%
AF
114
Advisornet Financial
Minnesota
$11.8M +$1.17M +11,832 +11%
HPWM
115
Highland Private Wealth Management
Washington
$11.6M +$1.15M +11,711 +11%
AAS
116
Avantax Advisory Services
Texas
$11.6M +$3.46M +35,085 +43%
Allianz Asset Management
117
Allianz Asset Management
Germany
$11.4M -$1.97M -20,000 -15%
SWA
118
Stratos Wealth Advisors
Ohio
$11.3M +$1.04M +10,529 +10%
SAMC
119
Spectrum Asset Management (California)
California
$11.1M +$4.94M +50,203 +80%
SPAS
120
Spectrum Planning & Advisory Services
California
$11M +$184K +1,864 +2%
NAG
121
Northstar Advisory Group
New Jersey
$11M +$11M +111,694 New
RIA
122
Regal Investment Advisors
Michigan
$11M +$1.75M +17,823 +19%
CA
123
Cetera Advisors
Colorado
$11M +$1.27M +12,876 +13%
NL
124
NWAM LLC
Washington
$10.9M +$60.3K +612 +0.6%
CWA
125
Clearview Wealth Advisors
Oregon
$10.9M +$252K +2,558 +2%
3 4
5
6 7