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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
WA
251
WBH Advisory
Maryland
$837K +$48.8K +551 +6%
Cerity Partners
252
Cerity Partners
New York
$834K +$834K +9,692 New
SI
253
Stephens Inc
Arkansas
$803K +$803K +9,339 New
FHA
254
First Horizon Advisors
Tennessee
$800K +$336K +3,908 +72%
VAG
255
VisionPoint Advisory Group
Texas
$782K -$141K -1,644 -15%
DWP
256
Destiny Wealth Partners
Florida
$769K +$769K +8,943 New
VWA
257
V Wealth Advisors
Kansas
$747K +$109K +1,272 +17%
Wealth Enhancement Advisory Services
258
Wealth Enhancement Advisory Services
Minnesota
$715K -$18.6K -215 -3%
PA
259
Parallel Advisors
California
$708K -$40.7K -473 -5%
WCFA
260
Walkner Condon Financial Advisors
Wisconsin
$705K +$230K +2,672 +48%
SEIA
261
Signature Estate & Investment Advisors
California
$692K +$196K +2,272 +39%
TI
262
tru Independence
Oregon
$668K +$668K +7,759 New
AA
263
Ancora Advisors
Ohio
$666K +$280K +3,251 +73%
KM
264
Kalos Management
Georgia
$658K -$27.9K -309 -4%
AWA
265
Arete Wealth Advisors
Illinois
$652K +$201K +2,372 +45%
PA
266
Paracle Advisors
Washington
$651K -$14.3K -166 -2%
SBSB
267
Sullivan, Bruyette, Speros & Blaney
Virginia
$649K +$83.1K +966 +15%
WFC
268
Western Financial Corp
California
$649K +$649K +7,549 New
PP
269
Prosperity Planning
Missouri
$648K +$648K +7,537 New
ANTB
270
AMG National Trust Bank
Colorado
$645K – – –
FPGK
271
Financial Partners Group (Kansas)
Kansas
$638K +$237K +2,670 +59%
CW
272
CreativeOne Wealth
Kansas
$612K +$612K +7,116 New
KFS
273
Kelly Financial Services
Massachusetts
$607K +$449K +5,217 +283%
LFA
274
Lighthouse Financial Advisors
Maryland
$584K +$602 +7 +0.1%
TAM
275
Tucker Asset Management
Colorado
$573K +$573K +6,665 New
9 10
11
12 13