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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 %
VWM
151
Venturi Wealth Management
Texas
$7.11M +$819K +8,323 +13%
CAM
152
Concorde Asset Management
Michigan
$6.64M +$968K +9,827 +17%
WWP
153
Waypoint Wealth Partners
California
$6.59M +$62.3K +633 +1%
MAFM
154
Mid Atlantic Financial Management
Pennsylvania
$6.59M +$571K +5,796 +9%
RSWM
155
Robertson Stephens Wealth Management
California
$6.23M +$909K +9,231 +17%
CAS
156
Cascadia Advisory Services
Oregon
$6.14M +$291K +2,957 +5%
CF
157
Centaurus Financial
California
$6.13M +$97.6K +991 +2%
Susquehanna International Group
158
Susquehanna International Group
Pennsylvania
$6.01M +$3.94M +40,035 +191%
PO
159
Private Ocean
California
$5.96M +$18.8K +191 +0.3%
TA
160
Tiedemann Advisors
New York
$5.93M +$448K +4,554 +8%
PA
161
PFG Advisors
Arizona
$5.89M +$925K +9,393 +19%
MBT
162
Montecito Bank & Trust
California
$5.78M -$32.1K -326 -0.6%
BWP
163
Bernardo Wealth Planning
Pennsylvania
$5.71M -$96K -975 -2%
JIC
164
Joel Isaacson & Co
New York
$5.65M +$14.8K +150 +0.3%
PL
165
Plancorp LLC
Missouri
$5.63M +$165K +1,679 +3%
BAM
166
Belpointe Asset Management
Nevada
$5.57M +$531K +5,397 +11%
SPC
167
Sigma Planning Corp
Michigan
$5.57M +$237K +2,409 +4%
T
168
TRUADVICE
Florida
$5.52M -$9.43M -87,722 -63%
PA
169
Parkside Advisors
California
$5.47M +$329K +3,346 +6%
HHGA
170
Halbert Hargrove Global Advisors
California
$5.46M +$264K +2,685 +5%
AC
171
Apella Capital
Connecticut
$5.45M +$544K +5,526 +11%
MIM
172
Macroview Investment Management
Maryland
$5.4M +$1.1M +11,196 +26%
GCA
173
Greenwood Capital Associates
South Carolina
$5.39M -$133K -1,351 -2%
MIAN
174
Mariner Independent Advisor Network
Kansas
$5.23M +$382K +3,868 +8%
Qube Research & Technologies (QRT)
175
Qube Research & Technologies (QRT)
United Kingdom
$5.22M +$5.14M +52,252 +7,227%
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