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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
Envestnet Asset Management
Illinois
$6.03B
2
BlackRock
BlackRock
New York
$1.8B
3
LPL Financial
LPL Financial
California
$1.2B
4
Bank of America
Bank of America
North Carolina
$1.61B
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$218M

Top Sellers

1
MB
Mizuho Bank
Japan
$0
2
CFG
Cooper Financial Group
California
$4.74M
3
LWM
Liberty Wealth Management
California
$20.6K
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$19.9M
5
NAG
Northstar Advisory Group
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WWP
176
Waypoint Wealth Partners
California
$7.21M -$11K -102 -0.2%
SG Americas Securities
177
SG Americas Securities
New York
$7.14M +$7.14M +66,149 New
PL
178
Plancorp LLC
Missouri
$7.06M +$887K +8,224 +14%
AC
179
Apella Capital
Connecticut
$6.95M +$981K +9,095 +16%
Mariner
180
Mariner
Kansas
$6.94M +$5.5M +50,929 +379%
SHGA
181
Sand Hill Global Advisors
California
$6.77M +$1.34M +12,451 +25%
CF
182
Centaurus Financial
California
$6.71M -$8.09K -75 -0.1%
MIAN
183
Mariner Independent Advisor Network
Kansas
$6.69M +$966K +8,951 +17%
PA
184
PFG Advisors
Arizona
$6.51M +$55.5K +514 +0.9%
TA
185
Tiedemann Advisors
New York
$6.41M -$92.3K -855 -1%
SPC
186
Sigma Planning Corp
Michigan
$6.4M +$298K +2,761 +5%
BWP
187
Bernardo Wealth Planning
Pennsylvania
$6.4M +$133K +1,237 +2%
PO
188
Private Ocean
California
$6.36M -$175K -1,619 -3%
MBT
189
Montecito Bank & Trust
California
$6.31M -$23.5K -218 -0.4%
CA
190
CoreCap Advisors
Michigan
$6.3M +$6.3M +58,375 New
BCI
191
Brinker Capital Investments
Pennsylvania
$6.21M +$4.16M +38,552 +203%
BAM
192
Belpointe Asset Management
Nevada
$6.16M +$56.4K +523 +0.9%
MHB
193
Midwest Heritage Bank
Iowa
$5.97M +$5.97M +55,314 New
T
194
TRUADVICE
Florida
$5.86M +$645K +6,357 +12%
HHGA
195
Halbert Hargrove Global Advisors
California
$5.85M -$130K -1,203 -2%
PA
196
Parkside Advisors
California
$5.79M -$199K -1,844 -3%
MIM
197
Macroview Investment Management
Maryland
$5.77M -$145K -1,340 -2%
GCA
198
Greenwood Capital Associates
South Carolina
$5.71M -$206K -1,910 -3%
FAIM
199
Financial Advocates Investment Management
Washington
$5.67M +$590K +5,469 +12%
MHR
200
Matthew Hamilton Rosenberg
$5.64M -$70.4K -652 -1%
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