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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 %
JFS
276
JD Financial Services
Pennsylvania
$571K 6,642 +6,642 New
MFG
277
Magnus Financial Group
New York
$565K 6,571 +1,624 +33%
FANJ
278
Financial Architects (New Jersey)
New Jersey
$549K 6,376 -20 -0.3%
DADC
279
D.A. Davidson & Co
Montana
$548K 6,371 +6,371 New
JWCA
280
J.W. Cole Advisors
Florida
$541K 6,287 -1,607 -20%
BIA
281
Bigelow Investment Advisors
Maine
$536K 6,236 +77 +1%
RF
282
RHS Financial
California
$535K 6,218 -1,778 -22%
MPWT
283
MassMutual Private Wealth & Trust
Connecticut
$531K 6,173 +5,334 +636%
VA
284
Valmark Advisers
Ohio
$527K 6,123 +605 +11%
Citigroup
285
Citigroup
New York
$510K 5,930 +26 +0.4%
G
286
GenTrust
Florida
$485K 5,643 -4,181 -43%
GLLW
287
Graves Light Lenhart Wealth
Virginia
$482K 5,599 +5,599 New
CCG
288
Capital CS Group
California
$479K 5,568 +5,568 New
FCI
289
Financial Counselors Inc
Kansas
$479K 5,573 +5,573 New
EWM
290
Empirical Wealth Management
Washington
$472K 5,490 +660 +14%
KPWS
291
Kestra Private Wealth Services
Texas
$470K 5,482 +5,482 New
MFA
292
McClarren Financial Advisors
Pennsylvania
$467K 5,440 +5,440 New
PFA
293
Pathway Financial Advisors
Vermont
$447K 5,093 +1,638 +47%
XF
294
XML Financial
Maryland
$441K 5,130 – –
APA
295
American Portfolios Advisors
New York
$441K 5,122 +5,090 +15,906%
FRA
296
Front Row Advisors
California
$438K 5,092 +242 +5%
HR
297
Hayden Royal
North Carolina
$430K 4,994 +1,212 +32%
RCAG
298
Rehmann Capital Advisory Group
Michigan
$428K 4,971 +4,971 New
MWM
299
Mission Wealth Management
California
$425K 4,940 +640 +15%
KWM
300
Kingsview Wealth Management
Oregon
$423K 4,913 -959 -16%
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