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iShares ESG Aware MSCI USA ETF
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Overview Fund Activity

425 hedge funds and large institutions have $12B invested in iShares ESG Aware MSCI USA ETF in 2020 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 246 increasing their positions, 45 reducing their positions, and 16 closing their positions.

Holders
425
Holders Change
+91
Holders Change %
+27.25%
% of All Funds
7.54%
Holding in Top 10
62
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+44.19%
% of All Funds
1.1%
New
115
Increased
246
Reduced
45
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.49B
2
Morgan Stanley
2
Morgan Stanley
New York
$467M
3
LPL Financial
3
LPL Financial
California
$578M
4
Bank of America
4
Bank of America
North Carolina
$940M
5
BlackRock
5
BlackRock
New York
$1.09B

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$62.5M
3
SMG
3
Smart Money Group
Texas
$0
4
WI
4
Wintrust Investments
Illinois
$0
5
RCS
5
Retirement Capital Strategies
California
$975K
Name Market Value Shares Shares
Change 		Shares
Change %
LWP
226
Laurel Wealth Planning
Minnesota
$1.17M 13,566 +13,566 New
VWA
227
Visionary Wealth Advisors
Illinois
$1.16M 13,508 +60 +0.4%
LFA
228
Legacy Financial Advisors
Kentucky
$1.15M 13,418 +751 +6%
Fisher Asset Management
229
Fisher Asset Management
Washington
$1.12M 13,040 +4,426 +51%
A
230
AdvicePeriod
California
$1.11M 12,928 -9,789 -43%
BFA
231
Beacon Financial Advisory
Ohio
$1.09M 12,722 +3,106 +32%
GW
232
GW & Wade
Massachusetts
$1.09M 12,611 +12,611 New
GAM
233
Gould Asset Management
California
$1.07M 12,460 +1,225 +11%
MCC
234
Money Concepts Capital
Florida
$1.07M 12,433 +12,433 New
PSUF
235
People's United Financial
Connecticut
$1.05M 12,224 -202 -2%
QPWM
236
Quadrant Private Wealth Management
Pennsylvania
$1.05M 12,223 +6,283 +106%
CA
237
CGN Advisors
Kansas
$1.05M 12,161 +12,161 New
PFA
238
Pinnacle Family Advisors
Missouri
$1.02M 11,882 +11,882 New
FHC
239
First Heartland Consultants
Missouri
$1.01M 11,717 +3,912 +50%
AFP
240
Ausdal Financial Partners
Iowa
$1.01M 11,697 +7,060 +152%
ACA
241
Affinity Capital Advisors
California
$1M 11,634 +40 +0.3%
WLIM
242
White Lighthouse Investment Management
Massachusetts
$1M 11,624 -521 -4%
IWM
243
IHT Wealth Management
Illinois
$989K 11,499 +4,325 +60%
RCS
244
Retirement Capital Strategies
California
$975K 11,335 -29,032 -72%
SWP
245
Stratos Wealth Partners
Ohio
$975K 11,328 +523 +5%
CRWM
246
Castle Rock Wealth Management
California
$900K 10,182 +10,182 New
TFO
247
Tarbox Family Office
California
$877K 10,195 +500 +5%
IFAM
248
Institutional & Family Asset Management
Colorado
$869K 10,104 +1,415 +16%
APC
249
Aspire Private Capital
North Carolina
$849K 9,869 +2,293 +30%
BFG
250
Beacon Financial Group
Texas
$845K 9,631 +9,631 New
8 9
10
11 12