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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 %
PPP
201
Private Portfolio Partners
New Jersey
$5.56M +$162K +1,498 +3%
BOH
202
Bank of Hawaii
Hawaii
$5.55M – – –
ACS
203
Archford Capital Strategies
Illinois
$5.41M -$129K -1,198 -2%
RCM
204
Raleigh Capital Management
North Carolina
$5.36M +$5.36M +49,638 New
LRWA
205
Long Run Wealth Advisors
New York
$5.28M +$5.28M +48,902 New
MCAI
206
Members Capital Advisors Inc
Wisconsin
$5.25M – – –
MMA
207
Miracle Mile Advisors
California
$5.11M +$336K +3,114 +7%
CCFM
208
Clear Creek Financial Management
Washington
$5.08M +$652K +6,041 +15%
CIAS
209
Capital Investment Advisory Services
North Carolina
$5.03M +$241K +2,237 +5%
Bessemer Group
210
Bessemer Group
New Jersey
$5M +$4.06M +37,649 +435%
IAN
211
Integrated Advisors Network
Texas
$4.99M +$81.7K +757 +2%
SFS
212
Sowell Financial Services
Arkansas
$4.95M +$229K +2,125 +5%
LNC
213
Lincoln National Corp
Pennsylvania
$4.89M +$229K +2,123 +5%
CFG
214
Cooper Financial Group
California
$4.74M -$44.1M -408,832 -90%
IA
215
IFP Advisors
Florida
$4.73M +$459K +4,252 +11%
LNWWM
216
Laird Norton Wetherby Wealth Management
California
$4.7M +$3.35K +31 +0.1%
BFEC
217
Benjamin F. Edwards & Company
Missouri
$4.7M +$128K +1,183 +3%
AllianceBernstein
218
AllianceBernstein
Tennessee
$4.57M +$4.57M +42,364 New
TPWA
219
TRUE Private Wealth Advisors
Oregon
$4.51M +$110K +1,021 +3%
BTWM
220
Baker Tilly Wealth Management
Wisconsin
$4.46M +$127K +1,175 +3%
SC
221
Savant Capital
Illinois
$4.41M +$4.1M +37,980 +1,333%
MWM
222
Merriman Wealth Management
Washington
$4.39M – – –
CCG
223
Capital CS Group
California
$4.32M +$2.58M +23,873 +148%
LF
224
Lantz Financial
Illinois
$4.31M +$830K +7,696 +24%
IFWM
225
Institute for Wealth Management
Colorado
$4.29M +$562K +5,212 +15%
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