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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 %
MWM
251
Mission Wealth Management
California
$328K – – –
DC
252
Davenport & Co
Virginia
$318K +$11.5K +151 +4%
HFS
253
Howard Financial Services
Texas
$318K +$318K +4,175 New
LSA
254
Lion Street Advisors
Texas
$315K +$315K +4,105 New
PA
255
Planning Alternatives
Michigan
$313K +$313K +4,108 New
ECM
256
Evergreen Capital Management
Washington
$294K +$294K +3,859 New
DWT
257
Dorsey & Whitney Trust
South Dakota
$290K +$22.9K +300 +9%
HR
258
Hayden Royal
North Carolina
$288K +$7.54K +99 +3%
1WA
259
180 Wealth Advisors
Washington
$287K +$287K +3,665 New
RWM
260
RKL Wealth Management
Pennsylvania
$275K +$991 +13 +0.4%
AFAS
261
Acorn Financial Advisory Services
Virginia
$273K +$76 +1 +0%
EFL
262
ERn Financial LLC
Wisconsin
$272K +$35.5K +466 +15%
WFA
263
Wade Financial Advisory
California
$267K – – –
WWM
264
WT Wealth Management
Arizona
$266K -$9.34K -123 -3%
MWM
265
Mattern Wealth Management
Kansas
$265K -$13.4K -176 -5%
PFA
266
Pathway Financial Advisors
Vermont
$265K +$265K +3,455 New
WANY
267
Wealthspire Advisors (New York)
New York
$264K -$37K -485 -12%
WAM
268
Wealthspire Advisors (Maryland)
Maryland
$264K +$264K +3,464 New
MG
269
Mather Group
Illinois
$249K -$90.9K -1,191 -27%
PAG
270
Pinnacle Advisory Group
Maryland
$249K +$249K +3,273 New
BCA
271
Berman Capital Advisors
Georgia
$248K – – –
VBFP
272
Valtinson Bruner Financial Planning
Minnesota
$247K +$8.21K +109 +3%
BBA
273
BLB&B Advisors
Pennsylvania
$242K +$242K +3,175 New
OPCM
274
Osborne Partners Capital Management
California
$241K +$241K +3,165 New
LF
275
Lantz Financial
Illinois
$234K +$8.44K +111 +4%
9 10
11
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