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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 Market Value Shares Shares
Change 		Shares
Change %
WP
101
WealthShield Partners
North Carolina
$18.8M 173,919 +7,608 +5%
RA
102
RFG Advisory
Alabama
$18.6M 172,533 -18,630 -10%
SEI Investments
103
SEI Investments
Pennsylvania
$18.2M 168,351 +18,979 +13%
PWM
104
Perigon Wealth Management
California
$18.1M 167,910 +13,456 +9%
FT
105
Fiduciary Trust
Massachusetts
$17.4M 161,036 +12,673 +9%
HPWM
106
Highland Private Wealth Management
Washington
$17.2M 159,062 +41,048 +35%
SCA
107
Snowden Capital Advisors
New York
$16.8M 155,913 +10,120 +7%
DE
108
Day & Ennis
Georgia
$16.7M 155,221 +17,993 +13%
I
109
INVST
Indiana
$16.6M 175,063 +15,731 +10%
Citigroup
110
Citigroup
New York
$16.3M 151,490 +62,435 +70%
EFG
111
Erickson Financial Group
Pennsylvania
$16.3M 151,030 +151,030 New
SXL
112
Summit X LLC
Missouri
$16.2M 150,120 +1,860 +1%
VHAM
113
Van Hulzen Asset Management
California
$16M 148,107 +2,300 +2%
RCS
114
Retirement Capital Strategies
California
$15.8M 146,491 +4,049 +3%
SWA
115
Stratos Wealth Advisors
Ohio
$15.5M 143,828 +28,654 +25%
BHWM
116
Bay Harbor Wealth Management
Maryland
$15.3M 152,444 +11,713 +8%
Qube Research & Technologies (QRT)
117
Qube Research & Technologies (QRT)
United Kingdom
$14.9M 137,843 +84,868 +160%
AAS
118
Avantax Advisory Services
Texas
$14.9M 137,778 +20,274 +17%
BFA
119
BMS Financial Advisors
South Dakota
$14.8M 136,938 +136,938 New
Bank of Nova Scotia
120
Bank of Nova Scotia
Ontario, Canada
$14.6M 135,300 -94,800 -41%
PG
121
Prostatis Group
Maryland
$14.5M 134,009 +7,465 +6%
NCM
122
Northwest Capital Management
Oregon
$14.4M 142,364 +98,857 +227%
KWS
123
Keystone Wealth Services
California
$14.4M 133,027 +133,027 New
CWG
124
Crown Wealth Group
North Carolina
$13.9M 128,876 +128,876 New
TF
125
Trek Financial
Arizona
$13.9M 128,759 +2,551 +2%
3 4
5
6 7