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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.

New
Increased
Maintained
Reduced
Closed
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
Envestnet Asset Management
Illinois
$5.16B
2
LPL Financial
LPL Financial
California
$1.02B
3
MB
Mizuho Bank
Japan
$197M
4
Morgan Stanley
Morgan Stanley
New York
$815M
5
BlackRock
BlackRock
New York
$1.56B

Top Sellers

1
KFS
Kelly Financial Services
Massachusetts
$1.6M
2
T
TRUADVICE
Florida
$5.52M
3
TAIM
TD Ameritrade Investment Management
Nebraska
$13.4M
4
WP
WealthShield Partners
North Carolina
$16.4M
5
MA
Mutual Advisors
Nebraska
$8.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
126
STALEY CAPITAL ADVISERS
Pennsylvania
$10.8M -$295K -3,000 -3%
MCIA
127
Mountain Capital Investment Advisors
Colorado
$10.7M +$141K +1,410 +1%
WF
128
Williams Financial
Vermont
$10.6M +$2.24M +22,714 +27%
Creative Planning
129
Creative Planning
Kansas
$10.3M +$3.15M +31,941 +44%
ASN
130
Advisory Services Network
Georgia
$9.95M +$1.4M +14,203 +16%
TWM
131
Tradition Wealth Management
Minnesota
$9.93M +$1.34M +13,647 +16%
4WM
132
4J Wealth Management
Virginia
$9.9M +$279K +2,832 +3%
SWM
133
SigFig Wealth Management
California
$9.63M +$2.59M +26,348 +37%
TCA
134
Transcend Capital Advisors
New Jersey
$9.16M +$9.16M +87,530 New
CSWG
135
Cardinal Strategic Wealth Guidance
Kentucky
$9.13M +$791K +8,036 +9%
FHA
136
First Horizon Advisors
Tennessee
$9.08M +$2.24M +22,717 +33%
Citigroup
137
Citigroup
New York
$8.77M +$937K +9,514 +12%
MA
138
Mutual Advisors
Nebraska
$8.41M -$6.92M -70,278 -45%
GWM
139
GSB Wealth Management
Connecticut
$8.4M +$355K +3,603 +4%
OPS
140
Orion Portfolio Solutions
Nebraska
$8.24M +$4.89M +49,694 +146%
FLPIM
141
F.L. Putnam Investment Management
Massachusetts
$8.16M -$616K -6,255 -7%
KWM
142
Keebeck Wealth Management
Illinois
$8.06M -$258K -2,616 -3%
PFGIA
143
Patriot Financial Group Insurance Agency
Massachusetts
$7.85M +$116K +1,176 +1%
PAMG
144
Patton Albertson Miller Group
Tennessee
$7.84M +$827K +8,397 +12%
MYIA
145
Mount Yale Investment Advisors
Colorado
$7.83M +$1.82M +18,503 +30%
BEC
146
Blue Edge Capital
Virginia
$7.71M +$1.74M +17,667 +29%
CFA
147
Cahill Financial Advisors
Minnesota
$7.64M +$5.49M +55,730 +255%
PMA
148
Prudent Man Advisors
Illinois
$7.44M +$7.44M +75,570 New
Baird Financial Group
149
Baird Financial Group
Wisconsin
$7.4M +$1.39M +14,092 +23%
CC
150
Copperleaf Capital
North Carolina
$7.18M +$2.57M +26,063 +56%
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