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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 %
SXL
301
Summit X LLC
Missouri
$56.1K +$1.05K +2,467 +2%
AWA
302
Arkadios Wealth Advisors
Georgia
$50.3K +$25.9K +326 +106%
SQA
303
Simon Quick Advisors
New Jersey
$48K +$48K +632 New
GEA
304
Glen Eagle Advisors
New Jersey
$45.6K +$20.2K +265 +80%
PFA
305
Professional Financial Advisors
Nebraska
$41K +$41K +553 New
BWM
306
Baystate Wealth Management
Massachusetts
$40K +$227 +3 +0.6%
FFC
307
Fure Financial Corporation
Minnesota
$40K +$40K +531 New
BFEC
308
Benjamin F. Edwards & Company
Missouri
$37K +$37K +488 New
AWM
309
Avior Wealth Management
Nebraska
$35K -$35.2K -468 -50%
HFRG
310
Houlihan Financial Resource Group
Virginia
$33K +$33K +400 New
KTC
311
Kistler-Tiffany Companies
Pennsylvania
$32K +$32K +419 New
TFGT
312
TS Financial Group (TSFG)
Illinois
$27K – – –
BBA
313
Braun-Bostich & Associates
Pennsylvania
$26K – – –
SFPG
314
Stonebridge Financial Planning Group
Florida
$25K +$25K +320 New
GWM
315
Geneos Wealth Management
Colorado
$23K – – –
LWA
316
Lowe Wealth Advisors
Maryland
$23K +$7.67K +100 +50%
AssetMark Inc
317
AssetMark Inc
California
$20K – – –
CB
318
Community Bank
New York
$19K – – –
CSPIA
319
Cary Street Partners Investment Advisory
Virginia
$15K +$15K +195 New
PS
320
Planned Solutions
California
$14K +$14K +185 New
JFA
321
JNBA Financial Advisors
Minnesota
$11K – – –
EI
322
Ellevest Inc
New York
$10K +$10K +125 New
HFA
323
High Falls Advisors
New York
$10K +$251 +3,234 +3%
PNC Financial Services Group
324
PNC Financial Services Group
Pennsylvania
$8K – – –
LWANC
325
Laurel Wealth Advisors (North Carolina)
North Carolina
$8K +$8K +111 New
11 12
13
14 15