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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
CSWG
126
Cardinal Strategic Wealth Guidance
Kentucky
$8.34M +$979K +9,938 +13%
KWM
127
Keebeck Wealth Management
Illinois
$8.32M +$1.75M +17,807 +27%
RJA
128
Raymond James & Associates
Florida
$8.29M +$80K +812 +1%
AAS
129
Avantax Advisory Services
Texas
$8.11M +$1.53M +15,542 +23%
GWM
130
GSB Wealth Management
Connecticut
$8.04M +$925K +9,397 +13%
Citigroup
131
Citigroup
New York
$7.83M +$4.45M +45,191 +132%
PFGIA
132
Patriot Financial Group Insurance Agency
Massachusetts
$7.73M +$30.4K +309 +0.4%
B
133
Barings
North Carolina
$7.31M +$7.31M +74,185 New
Creative Planning
134
Creative Planning
Kansas
$7.17M +$2.89M +29,329 +67%
SWM
135
SigFig Wealth Management
California
$7.04M +$1.5M +15,232 +27%
PAMG
136
Patton Albertson Miller Group
Tennessee
$7.02M +$779K +7,907 +12%
FHA
137
First Horizon Advisors
Tennessee
$6.85M +$1.1M +11,163 +19%
WWP
138
Waypoint Wealth Partners
California
$6.53M -$8.17K -83 -0.1%
VWM
139
Venturi Wealth Management
Texas
$6.29M -$513K -5,208 -8%
SAMC
140
Spectrum Asset Management (California)
California
$6.15M +$387K +3,933 +7%
CF
141
Centaurus Financial
California
$6.04M +$95.3K +968 +2%
MAFM
142
Mid Atlantic Financial Management
Pennsylvania
$6.02M +$691K +7,019 +13%
Baird Financial Group
143
Baird Financial Group
Wisconsin
$6.01M -$641K -6,509 -10%
MYIA
144
Mount Yale Investment Advisors
Colorado
$6.01M -$74.3K -755 -1%
FAIM
145
Financial Advocates Investment Management
Washington
$5.99M +$2.75M +27,892 +85%
BEC
146
Blue Edge Capital
Virginia
$5.97M -$551K -5,596 -8%
PO
147
Private Ocean
California
$5.94M -$51.1K -519 -0.9%
CAS
148
Cascadia Advisory Services
Oregon
$5.85M +$84.6K +859 +1%
MBT
149
Montecito Bank & Trust
California
$5.81M +$298K +3,024 +5%
BWP
150
Bernardo Wealth Planning
Pennsylvania
$5.81M +$552K +5,605 +10%
4 5
6
7 8