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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.

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
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$859M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$6.03B
3
BlackRock
3
BlackRock
New York
$1.8B
4
LPL Financial
4
LPL Financial
California
$1.2B
5
Bank of America
5
Bank of America
North Carolina
$1.61B

Top Sellers

1
MB
1
Mizuho Bank
Japan
$0
2
CFG
2
Cooper Financial Group
California
$4.74M
3
LWM
3
Liberty Wealth Management
California
$20.6K
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$19.9M
5
NAG
5
Northstar Advisory Group
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$6.03B 55,870,599 +3,423,449 +7%
BlackRock
2
BlackRock
New York
$1.8B 16,685,248 +818,792 +5%
Bank of America
3
Bank of America
North Carolina
$1.61B 14,894,622 +768,351 +5%
LPL Financial
4
LPL Financial
California
$1.2B 11,107,152 +798,092 +8%
Morgan Stanley
5
Morgan Stanley
New York
$918M 8,511,693 +229,444 +3%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$859M 7,959,638 +7,959,638 New
Osaic Holdings
7
Osaic Holdings
Arizona
$607M 5,626,083 +239,996 +4%
PAS
8
Park Avenue Securities
New York
$602M 5,578,871 +271,165 +5%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$491M 4,545,908 +411,372 +10%
5L
10
55I LLC
Massachusetts
$372M 3,448,422 +300,468 +10%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$360M 3,340,804 +71,362 +2%
MML Investors Services
12
MML Investors Services
Massachusetts
$339M 3,144,617 +319,481 +11%
Wells Fargo
13
Wells Fargo
California
$312M 2,887,026 +331,156 +13%
Betterment LLC
14
Betterment LLC
New York
$243M 2,255,540 +170,448 +8%
BOI
15
Bank of Italy
Italy
$223M 2,068,908 – –
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$218M 2,017,439 +514,984 +34%
Goldman Sachs
17
Goldman Sachs
New York
$211M 1,952,741 +367,614 +23%
Ameriprise
18
Ameriprise
Minnesota
$201M 1,864,840 +163,382 +10%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$150M 1,391,007 +134,027 +11%
Northern Trust
20
Northern Trust
Illinois
$142M 1,320,407 +121,458 +10%
DLIC
21
Daido Life Insurance Company
Japan
$136M 1,262,469 – –
UBS Group
22
UBS Group
Switzerland
$133M 1,229,423 +73,038 +6%
JC
23
JB Capital
Connecticut
$124M 1,148,762 +82,714 +8%
AA
24
Acorns Advisers
California
$109M 1,012,447 +334,919 +49%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$98.8M 916,057 +112,046 +14%
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