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iShares ESG Aware MSCI USA ETF
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Overview Fund Activity

487 hedge funds and large institutions have $13.3B invested in iShares ESG Aware MSCI USA ETF in 2021 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 225 increasing their positions, 128 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
487
Holders Change
+62
Holders Change %
+14.59%
% of All Funds
8.58%
Holding in Top 10
74
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+19.35%
% of All Funds
1.3%
New
94
Increased
225
Reduced
128
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
$1.29B
2
MB
Mizuho Bank
Japan
$109M
3
Bank of America
Bank of America
North Carolina
$1.08B
4
Morgan Stanley
Morgan Stanley
New York
$564M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$302M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.57B
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$386K
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$235M
4
FI
FormulaFolio Investments
Michigan
$1K
5
SS
Simplicity Solutions
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
176
Arete Wealth Advisors
Illinois
$3.11M +$2.41M +26,564 +346%
AWE
177
Avidian Wealth Enterprises
Texas
$3.03M +$452K +4,973 +18%
FAIM
178
Financial Advocates Investment Management
Washington
$2.99M +$2.63M +28,898 +723%
HB
179
Homrich & Berg
Georgia
$2.95M +$1.66M +18,237 +128%
CW
180
CreativeOne Wealth
Kansas
$2.94M +$2.3M +25,271 +355%
William Blair & Company
181
William Blair & Company
Illinois
$2.91M +$141K +1,552 +5%
APA
182
American Portfolios Advisors
New York
$2.87M +$2.4M +26,437 +516%
VC
183
Veracity Capital
Georgia
$2.84M -$158K -1,738 -5%
IFWM
184
Institute for Wealth Management
Colorado
$2.8M +$290K +3,186 +12%
MIAN
185
Mariner Independent Advisor Network
Kansas
$2.79M -$550K -6,048 -16%
PA
186
PFG Advisors
Arizona
$2.74M +$757K +8,335 +38%
TC
187
Trilogy Capital
California
$2.73M +$748K +8,236 +38%
CAPTRUST Financial Advisors
188
CAPTRUST Financial Advisors
North Carolina
$2.65M +$1.02M +11,230 +63%
MMA
189
Miracle Mile Advisors
California
$2.64M +$680K +7,480 +35%
CT
190
Cambridge Trust
Massachusetts
$2.63M +$2.63M +28,965 New
BTWM
191
Baker Tilly Wealth Management
Wisconsin
$2.63M -$35.6K -392 -1%
PFM
192
Parsec Financial Management
North Carolina
$2.62M +$256K +2,822 +11%
IF
193
Intrua Financial
Texas
$2.57M +$2.57M +26,795 New
Deutsche Bank
194
Deutsche Bank
Germany
$2.49M +$2.49M +27,369 New
PPW
195
Parcion Private Wealth
Washington
$2.48M – – –
FWCM
196
Ferguson Wellman Capital Management
Oregon
$2.35M +$42.7K +470 +2%
IA
197
IFP Advisors
Florida
$2.32M -$1.61M -17,707 -41%
BOH
198
Bank of Hawaii
Hawaii
$2.27M +$976K +10,740 +75%
PTC
199
Private Trust Company
Ohio
$2.21M +$160K +1,763 +8%
IA
200
IFG Advisory
Georgia
$2.17M +$569K +6,263 +35%
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