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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 %
RIA
126
Regal Investment Advisors
Michigan
$13.6M 125,757 +14,164 +13%
PAG
127
Private Advisor Group
New Jersey
$13.6M 125,634 -80,618 -39%
AR
128
Apeiron RIA
Texas
$13.5M 125,052 +125,052 New
AF
129
Advisornet Financial
Minnesota
$13.3M 123,634 +4,066 +3%
FWP
130
Firethorn Wealth Partners
Georgia
$13.1M 121,269 +121,269 New
CA
131
Cetera Advisors
Colorado
$12.9M 119,645 +8,162 +7%
I
132
IMPACTfolio
Colorado
$12.9M 119,522 +119,522 New
HI
133
Harbour Investments
Wisconsin
$12.9M 119,417 -39,179 -25%
WF
134
Williams Financial
Vermont
$12.8M 118,815 +11,369 +11%
SAMC
135
Spectrum Asset Management (California)
California
$12.7M 118,024 +5,414 +5%
NL
136
NWAM LLC
Washington
$12.7M 117,753 +7,065 +6%
CFA
137
Cahill Financial Advisors
Minnesota
$12.6M 116,428 +38,822 +50%
Allianz Asset Management
138
Allianz Asset Management
Germany
$12.5M 116,228 – –
SWM
139
SigFig Wealth Management
California
$12.5M 118,731 +20,892 +21%
SPAS
140
Spectrum Planning & Advisory Services
California
$12.5M 115,702 +4,008 +4%
Creative Planning
141
Creative Planning
Kansas
$12.3M 114,049 +9,270 +9%
CWA
142
Clearview Wealth Advisors
Oregon
$12.2M 113,437 +2,784 +3%
ASN
143
Advisory Services Network
Georgia
$12M 111,277 +10,252 +10%
SCA
144
STALEY CAPITAL ADVISERS
Pennsylvania
$11.9M 110,150 – –
PFG
145
Pacific Financial Group
Washington
$11.7M 109,877 +106,559 +3,212%
FHA
146
First Horizon Advisors
Tennessee
$11.5M 106,641 +14,376 +16%
TWM
147
Tradition Wealth Management
Minnesota
$11M 102,045 +1,198 +1%
OPS
148
Orion Portfolio Solutions
Nebraska
$10.8M 99,642 +15,924 +19%
4WM
149
4J Wealth Management
Virginia
$10.7M 99,469 -1,124 -1%
CSWG
150
Cardinal Strategic Wealth Guidance
Kentucky
$10.6M 98,622 +5,917 +6%
4 5
6
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