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iShares ESG Aware MSCI USA ETF
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Overview Fund Activity

487 hedge funds and large institutions have $13.3B invested in iShares ESG Aware MSCI USA ETF in 2021 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 225 increasing their positions, 128 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
487
Holders Change
+62
Holders Change %
+14.59%
% of All Funds
8.58%
Holding in Top 10
74
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+19.35%
% of All Funds
1.3%
New
94
Increased
225
Reduced
128
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.29B
2
MB
2
Mizuho Bank
Japan
$109M
3
Bank of America
3
Bank of America
North Carolina
$1.08B
4
Morgan Stanley
4
Morgan Stanley
New York
$564M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$302M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.57B
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$386K
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$235M
4
FI
4
FormulaFolio Investments
Michigan
$1K
5
SS
5
Simplicity Solutions
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
126
Advisory Services Network
Georgia
$6.31M +$812K +8,937 +15%
VWM
127
Venturi Wealth Management
Texas
$6.28M -$131K -1,445 -2%
Baird Financial Group
128
Baird Financial Group
Wisconsin
$6.14M -$548K -6,032 -8%
AAS
129
Avantax Advisory Services
Texas
$6.08M +$3.01M +33,093 +98%
KWM
130
Keebeck Wealth Management
Illinois
$6.06M +$2.2M +24,198 +57%
SWA
131
Stratos Wealth Advisors
Ohio
$6.05M +$325K +3,574 +6%
WWP
132
Waypoint Wealth Partners
California
$6.03M – – –
BEC
133
Blue Edge Capital
Virginia
$6.02M +$932K +10,261 +18%
PAMG
134
Patton Albertson Miller Group
Tennessee
$5.76M +$549K +6,046 +11%
MYIA
135
Mount Yale Investment Advisors
Colorado
$5.61M -$54.3K -598 -1%
PO
136
Private Ocean
California
$5.53M +$211K +2,324 +4%
CF
137
Centaurus Financial
California
$5.48M -$434K -4,779 -7%
CAS
138
Cascadia Advisory Services
Oregon
$5.32M +$5.32M +58,563 New
SAMC
139
Spectrum Asset Management (California)
California
$5.31M +$910K +10,016 +21%
FHA
140
First Horizon Advisors
Tennessee
$5.31M +$4.46M +49,082 +528%
WI
141
Wintrust Investments
Illinois
$5.2M +$5.2M +57,216 New
SWM
142
SigFig Wealth Management
California
$5.11M +$1.31M +14,418 +34%
MBT
143
Montecito Bank & Trust
California
$5.09M +$1.94M +21,300 +61%
CAM
144
Concorde Asset Management
Michigan
$5.02M -$6.86M -75,543 -58%
GCA
145
Greenwood Capital Associates
South Carolina
$5M +$558K +6,144 +13%
SPC
146
Sigma Planning Corp
Michigan
$4.94M +$187K +2,063 +4%
MAFM
147
Mid Atlantic Financial Management
Pennsylvania
$4.91M -$402K -4,421 -8%
PL
148
Plancorp LLC
Missouri
$4.9M +$4.9M +53,870 New
BWP
149
Bernardo Wealth Planning
Pennsylvania
$4.85M +$117K +1,283 +2%
TA
150
Tiedemann Advisors
New York
$4.7M -$190K -2,095 -4%
4 5
6
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