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iShares ESG Aware MSCI USA ETF
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Overview Fund Activity

236 hedge funds and large institutions have $2.97B invested in iShares ESG Aware MSCI USA ETF in 2020 Q1 according to their latest regulatory filings, with 139 funds opening new positions, 73 increasing their positions, 11 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+125
Holders Change %
+112.61%
% of All Funds
5.21%
Holding in Top 10
23
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+475%
% of All Funds
0.51%
New
139
Increased
73
Reduced
11
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$761M
2
LPL Financial
LPL Financial
California
$113M
3
Bank of America
Bank of America
North Carolina
$284M
4
PAS
Park Avenue Securities
New York
$85.5M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$60.8M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
ACM
Anfield Capital Management
California
$0
3
HHGA
Halbert Hargrove Global Advisors
California
$686K
4
NA
Nottingham Advisors
New York
$1.01M
5
FLPIM
F.L. Putnam Investment Management
Massachusetts
$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
226
Ancora Advisors
Ohio
$6K – – –
HIA
227
Harbor Investment Advisory
Maryland
$6K – – –
CGI
228
Cougar Global Investments
Ontario, Canada
$6K +$57 +1 +1%
ACA
229
Atlas Capital Advisors
Wyoming
$5.98K – – –
HF
230
Halpern Financial
Virginia
$4.25K +$4.25K +74 New
BWA
231
Burt Wealth Advisors
Maryland
$4K – – –
Rockefeller Capital Management
232
Rockefeller Capital Management
New York
$3K +$3K +48 New
PNC Financial Services Group
233
PNC Financial Services Group
Pennsylvania
$2K +$2K +34 New
APA
234
American Portfolios Advisors
New York
$1.44K +$1.44K +25 New
William Blair & Company
235
William Blair & Company
Illinois
$1K – – –
WA
236
WBH Advisory
Maryland
$296 – – –
Jane Street
237
Jane Street
New York
– -$5.74M -80,539 Closed
ACM
238
Anfield Capital Management
California
– -$1.17M -15,707 Closed
Susquehanna International Group
239
Susquehanna International Group
Pennsylvania
– -$579K -8,118 Closed
Citadel Advisors
240
Citadel Advisors
Florida
– -$526K -7,382 Closed
SEIA
241
Signature Estate & Investment Advisors
California
– -$332K -4,657 Closed
VBFP
242
Valtinson Bruner Financial Planning
Minnesota
– -$245K -3,416 Closed
NSAM
243
North Star Asset Management
Wisconsin
– -$206K -2,895 Closed
CWM
244
Cranbrook Wealth Management
Michigan
– -$82K -1,155 Closed
BCI
245
Brinker Capital Investments
Pennsylvania
– -$66K -927 Closed
TRCT
246
Tower Research Capital (TRC)
New York
– -$16K -218 Closed
AF
247
Allworth Financial
California
– -$11K -156 Closed
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