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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 %
EPP
301
ETF Portfolio Partners
Kansas
$422K 4,907 – –
LSA
302
Lion Street Advisors
Texas
$421K 5,184 +1,079 +26%
MNG
303
Manning & Napier Group
New York
– – – –
HAS
304
HBW Advisory Services
California
$409K 4,756 +333 +8%
Rockefeller Capital Management
305
Rockefeller Capital Management
New York
$408K 4,746 +3,466 +271%
AFAS
306
Acorn Financial Advisory Services
Virginia
$404K 4,701 +1,117 +31%
SAG
307
Spotlight Asset Group
Illinois
$404K 4,693 +4,693 New
LF
308
Lantz Financial
Illinois
$401K 4,664 +1,588 +52%
GIA
309
Gladstone Institutional Advisory
Florida
$400K 4,647 +4,647 New
DT
310
Diversified Trust
Tennessee
$396K 4,600 +4,600 New
CFIA
311
Cantor Fitzgerald Investment Advisors
New York
$388K 4,510 -636 -12%
CPO
312
Cerity Partners OCIO
New York
$385K 4,473 +4,473 New
WWM
313
WT Wealth Management
Arizona
$377K 4,390 +888 +25%
HFS
314
Howard Financial Services
Texas
$360K 4,190 +15 +0.4%
DCP
315
DSM Capital Partners
Florida
$360K 4,182 +4,182 New
WFA
316
Wade Financial Advisory
California
$357K 4,150 +650 +19%
VBFP
317
Valtinson Bruner Financial Planning
Minnesota
$357K 4,089 +809 +25%
PA
318
Planning Alternatives
Michigan
$353K 4,108 – –
JSL
319
JT Stratford LLC
Georgia
$351K 4,081 +1,092 +37%
OWA
320
Octavia Wealth Advisors
Ohio
$350K 4,067 +4,067 New
IFS
321
Ifrah Financial Services
Arkansas
$349K 4,061 +1,395 +52%
FAIM
322
Financial Advocates Investment Management
Washington
$344K 3,996 -13,058 -77%
BWM
323
Baystate Wealth Management
Massachusetts
$341K 3,963 +3,435 +651%
GRP
324
Global Retirement Partners
California
$340K 3,953 +1,911 +94%
EFL
325
ERn Financial LLC
Wisconsin
$339K 3,943 +368 +10%
11 12
13
14 15