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

Top Sellers

1
MB
Mizuho Bank
Japan
$0
2
BRC
BHF RG Capital
Arizona
$10.2M
3
FTUS
Flow Traders U.S.
New York
$0
4
CWS
Cypress Wealth Services
California
$17.7M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$77.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
201
Arete Wealth Advisors
Illinois
$2.91M +$74.6K +902 +3%
AWE
202
Avidian Wealth Enterprises
Texas
$2.89M -$394K -4,000 -12%
PCG
203
Private Capital Group
Connecticut
$2.84M +$803K +8,157 +39%
HT
204
HAP Trading
New York
$2.84M +$1.43M +14,548 +102%
IA
205
IFP Advisors
Florida
$2.73M +$218K +2,211 +9%
PPW
206
Parcion Private Wealth
Washington
$2.69M – – –
FWCM
207
Ferguson Wellman Capital Management
Oregon
$2.69M +$140K +1,420 +5%
CFD
208
Creative Financial Designs
Indiana
$2.67M +$479K +4,869 +22%
Fidelity Investments
209
Fidelity Investments
Massachusetts
$2.66M +$2.06M +20,915 +341%
DAS
210
Dynamic Advisor Solutions
Arizona
$2.65M +$933K +9,473 +54%
VWA
211
Visionary Wealth Advisors
Illinois
$2.63M +$410K +4,164 +19%
FA
212
Financial Advisors
Massachusetts
$2.57M +$841K +8,536 +49%
NA
213
Nottingham Advisors
New York
$2.52M +$242K +2,459 +11%
SG
214
StoneX Group
New York
$2.49M +$595K +6,040 +31%
PTC
215
Private Trust Company
Ohio
$2.43M +$28.5K +289 +1%
IA
216
IFG Advisory
Georgia
$2.37M +$15.2K +154 +0.6%
RW
217
Rede Wealth
Virginia
$2.36M +$136K +1,384 +6%
SWM
218
Spire Wealth Management
Virginia
$2.34M +$193K +1,959 +9%
WP
219
WealthPLAN Partners
Nebraska
$2.27M +$138K +1,356 +6%
CAG
220
Csenge Advisory Group
Florida
$2.23M +$560K +5,655 +34%
RJT
221
Raymond James Trust
Florida
$2.2M +$82K +833 +4%
CFA
222
Cahill Financial Advisors
Minnesota
$2.15M +$735K +7,464 +52%
OPWM
223
Oxinas Partners Wealth Management
Indiana
$2.15M -$1.48K -15 -0.1%
AA
224
Alesco Advisors
New York
$2.13M – – –
GW
225
GW & Wade
Massachusetts
$2.13M +$249K +2,529 +13%
7 8
9
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