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iShares ESG Aware MSCI USA ETF
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Overview Fund Activity

334 hedge funds and large institutions have $7.74B invested in iShares ESG Aware MSCI USA ETF in 2020 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 184 increasing their positions, 66 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
+34
Holders Change %
+11.33%
% of All Funds
6.76%
Holding in Top 10
43
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.88%
% of All Funds
0.87%
New
61
Increased
184
Reduced
66
Closed
24
Calls
–
Puts
$16.1M
Net Calls
-$16.1M
Net Calls Change
-$16.1M

Top Buyers

1
BlackRock
BlackRock
New York
$851M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.09B
3
DLIC
Daido Life Insurance Company
Japan
$48.7M
4
5L
55I LLC
Massachusetts
$72.3M
5
LPL Financial
LPL Financial
California
$334M

Top Sellers

1
AWM
AE Wealth Management
Kansas
$4.64M
2
SS
Simplicity Solutions
Minnesota
$4.38M
3
TA
Tiedemann Advisors
New York
$4.28M
4
BCM
Brookstone Capital Management
Illinois
$11.2M
5
VFM
Vivid Financial Management
California
$20.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIA
226
Foundations Investment Advisors
Arizona
$526K +$294K +3,863 +127%
LFA
227
Lighthouse Financial Advisors
Maryland
$517K -$7.47K -98 -1%
SBSB
228
Sullivan, Bruyette, Speros & Blaney
Virginia
$501K – – –
FANJ
229
Financial Architects (New Jersey)
New Jersey
$487K -$7.16K -94 -1%
BIA
230
Bigelow Investment Advisors
Maine
$469K +$78.5K +1,031 +20%
QPWM
231
Quadrant Private Wealth Management
Pennsylvania
$453K +$89.7K +1,176 +25%
Citigroup
232
Citigroup
New York
$450K +$279K +3,656 +163%
KWM
233
Kingsview Wealth Management
Oregon
$448K +$7.32K +96 +2%
SEIA
234
Signature Estate & Investment Advisors
California
$440K -$9.92K -130 -2%
MFG
235
Merit Financial Group
Georgia
$427K +$427K +5,600 New
WCFA
236
Walkner Condon Financial Advisors
Wisconsin
$421K – – –
VA
237
Valmark Advisers
Ohio
$421K +$421K +5,518 New
FHA
238
First Horizon Advisors
Tennessee
$411K +$411K +5,395 New
FRA
239
Front Row Advisors
California
$405K +$87.7K +1,050 +28%
AWA
240
Arete Wealth Advisors
Illinois
$403K -$70.8K -932 -15%
XF
241
XML Financial
Maryland
$391K -$4.73K -62 -1%
MFG
242
Magnus Financial Group
New York
$377K +$108K +1,420 +40%
EPP
243
ETF Portfolio Partners
Kansas
$374K -$15.4K -202 -4%
MNG
244
Manning & Napier Group
New York
$371K -$394K – –
EWM
245
Empirical Wealth Management
Washington
$368K +$8.38K +110 +2%
CFIA
246
Cantor Fitzgerald Investment Advisors
New York
$360K – – –
AFP
247
Ausdal Financial Partners
Iowa
$353K +$353K +4,637 New
FPGK
248
Financial Partners Group (Kansas)
Kansas
$344K +$50.8K +668 +17%
AA
249
Ancora Advisors
Ohio
$342K +$334K +4,382 +4,382%
HAS
250
HBW Advisory Services
California
$337K -$16.3K -214 -5%
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