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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 %
Renaissance Technologies
201
Renaissance Technologies
New York
$2.15M +$2.15M +23,700 New
NA
202
Nottingham Advisors
New York
$2.1M -$33.5K -369 -2%
EWA
203
EP Wealth Advisors
California
$2.1M +$378K +4,162 +22%
OPS
204
Orion Portfolio Solutions
Nebraska
$2.07M +$727K +8,006 +54%
RW
205
Rede Wealth
Virginia
$2.05M +$225K +2,479 +12%
VWA
206
Visionary Wealth Advisors
Illinois
$2.05M +$818K +8,998 +67%
CFD
207
Creative Financial Designs
Indiana
$2.02M +$360K +3,957 +22%
WP
208
WealthPLAN Partners
Nebraska
$2M +$156K +1,643 +8%
OPWM
209
Oxinas Partners Wealth Management
Indiana
$1.98M +$15.6K +172 +0.8%
SWM
210
Spire Wealth Management
Virginia
$1.98M +$1.98M +21,812 New
AA
211
Alesco Advisors
New York
$1.97M +$210K +2,315 +12%
SP
212
Successful Portfolios
Florida
$1.96M -$214K -2,360 -10%
RJT
213
Raymond James Trust
Florida
$1.96M +$208K +2,292 +12%
KCA
214
Karn Couzens & Associates
Connecticut
$1.94M +$17.8K +196 +0.9%
CWM
215
Cornerstone Wealth Management
Missouri
$1.93M -$2.54M -27,961 -57%
MCC
216
Money Concepts Capital
Florida
$1.92M +$793K +8,727 +70%
Fisher Asset Management
217
Fisher Asset Management
Washington
$1.91M +$724K +7,968 +61%
TPWA
218
TRUE Private Wealth Advisors
Oregon
$1.91M -$869K -9,562 -31%
PSUF
219
People's United Financial
Connecticut
$1.89M +$779K +8,576 +70%
PCG
220
Private Capital Group
Connecticut
$1.88M -$1.91M -21,007 -50%
NAM
221
North American Management
Massachusetts
$1.87M +$55.1K +606 +3%
RW
222
REDW Wealth
New Mexico
$1.81M +$323K +3,550 +22%
HIM
223
Hanlon Investment Management
New Jersey
$1.79M -$172K -1,894 -9%
LA
224
LexAurum Advisors
Kansas
$1.77M -$280K -3,087 -14%
SG
225
StoneX Group
New York
$1.75M +$224K +2,465 +15%
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