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iShares ESG Aware MSCI USA ETF
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Overview Fund Activity

511 hedge funds and large institutions have $15.7B invested in iShares ESG Aware MSCI USA ETF in 2021 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 294 increasing their positions, 102 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
511
Holders Change
+24
Holders Change %
+4.93%
% of All Funds
8.92%
Holding in Top 10
77
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.05%
% of All Funds
1.34%
New
61
Increased
294
Reduced
102
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$4.18B
2
BOI
2
Bank of Italy
Italy
$204M
3
Bank of America
3
Bank of America
North Carolina
$1.29B
4
Morgan Stanley
4
Morgan Stanley
New York
$685M
5
5L
5
55I LLC
Massachusetts
$250M

Top Sellers

1
MB
1
Mizuho Bank
Japan
$0
2
BRC
2
BHF RG Capital
Arizona
$10.2M
3
FTUS
3
Flow Traders U.S.
New York
$0
4
CWS
4
Cypress Wealth Services
California
$17.7M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$77.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIAS
176
Capital Investment Advisory Services
North Carolina
$4.19M +$131K +1,331 +3%
MWM
177
Merriman Wealth Management
Washington
$4.01M +$10.6K +108 +0.3%
IWS
178
Insight Wealth Strategies
California
$3.89M -$860K -8,735 -18%
LSAG
179
Lake Street Advisors Group
New Hampshire
$3.86M +$3.86M +37,812 New
BFEC
180
Benjamin F. Edwards & Company
Missouri
$3.77M +$333K +3,384 +10%
IF
181
Intrua Financial
Texas
$3.72M +$988K +9,700 +36%
TC
182
Trilogy Capital
California
$3.69M +$675K +6,719 +22%
PIA
183
Perennial Investment Advisors
California
$3.67M +$24.9K +253 +0.7%
FWM
184
Filbrandt Wealth Management
Wisconsin
$3.6M -$37.1K -377 -1%
HB
185
Homrich & Berg
Georgia
$3.57M +$367K +3,728 +11%
WIA
186
World Investment Advisors
California
$3.56M +$90.2K +916 +3%
BTWM
187
Baker Tilly Wealth Management
Wisconsin
$3.37M +$521K +5,291 +18%
NCM
188
Northwest Capital Management
Oregon
$3.37M +$3.37M +33,443 New
OPS
189
Orion Portfolio Solutions
Nebraska
$3.35M +$1.1M +11,198 +49%
DT
190
Diversified Trust
Tennessee
$3.35M +$2.78M +28,186 +483%
PPP
191
Private Portfolio Partners
New Jersey
$3.34M -$40.2K -408 -1%
APA
192
American Portfolios Advisors
New York
$3.32M +$216K +2,189 +7%
EL
193
EQ LLC
Washington
$3.31M -$322K -3,282 -9%
CAPTRUST Financial Advisors
194
CAPTRUST Financial Advisors
North Carolina
$3.29M +$418K +4,250 +15%
HWMA
195
Heritage Wealth Management (Arizona)
Arizona
$3.17M -$1.6M -16,236 -34%
PFM
196
Parsec Financial Management
North Carolina
$3.16M +$321K +3,261 +11%
IFWM
197
Institute for Wealth Management
Colorado
$3.06M +$28.1K +285 +0.9%
TPWA
198
TRUE Private Wealth Advisors
Oregon
$2.99M +$922K +9,363 +45%
William Blair & Company
199
William Blair & Company
Illinois
$2.97M -$187K -1,897 -6%
Wealthfront Advisers
200
Wealthfront Advisers
California
$2.92M +$2.92M +29,682 New
6 7
8
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