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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
SA
151
Scarborough Advisors
Maryland
$10.1M +$10.1M +93,229 New
MCIA
152
Mountain Capital Investment Advisors
Colorado
$9.82M -$1.56M -14,670 -14%
GWM
153
GSB Wealth Management
Connecticut
$9.6M +$401K +3,718 +4%
PFGIA
154
Patriot Financial Group Insurance Agency
Massachusetts
$9.39M +$792K +7,340 +9%
TCA
155
Transcend Capital Advisors
New Jersey
$9.29M -$159K -1,470 -2%
MA
156
Mutual Advisors
Nebraska
$9.11M -$110K -1,022 -1%
BEC
157
Blue Edge Capital
Virginia
$8.97M +$519K +4,811 +6%
PAMG
158
Patton Albertson Miller Group
Tennessee
$8.94M +$352K +3,260 +4%
PWMG
159
Provence Wealth Management Group
California
$8.86M +$8.86M +82,089 New
Baird Financial Group
160
Baird Financial Group
Wisconsin
$8.8M +$692K +6,413 +9%
KWM
161
Keebeck Wealth Management
Illinois
$8.78M -$57.1K -529 -0.6%
Rockefeller Capital Management
162
Rockefeller Capital Management
New York
$8.74M +$7.57M +70,171 +651%
AWM
163
Apollon Wealth Management
South Carolina
$8.73M +$8.73M +80,867 New
FLPIM
164
F.L. Putnam Investment Management
Massachusetts
$8.69M -$245K -2,271 -3%
MYIA
165
Mount Yale Investment Advisors
Colorado
$8.67M +$85.5K +792 +1%
WAL
166
W Advisors LLC
Tennessee
$8.58M +$8.58M +79,508 New
PMA
167
Prudent Man Advisors
Illinois
$8.23M +$75.1K +696 +0.9%
MWM
168
Maripau Wealth Management
Indiana
$8.08M +$8.08M +79,871 New
JSW
169
Journey Strategic Wealth
New Jersey
$7.87M +$7.87M +72,915 New
VWM
170
Venturi Wealth Management
Texas
$7.75M -$42.3K -392 -0.5%
RSWM
171
Robertson Stephens Wealth Management
California
$7.69M +$861K +7,983 +13%
AWE
172
Avidian Wealth Enterprises
Texas
$7.61M +$4.25M +39,386 +127%
JIC
173
Joel Isaacson & Co
New York
$7.48M +$1.28M +11,877 +21%
CC
174
Copperleaf Capital
North Carolina
$7.43M -$433K -4,013 -6%
CAM
175
Concorde Asset Management
Michigan
$7.38M +$106K +984 +1%
5 6
7
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