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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 %
CAL
326
Capital Analysts LLC
Pennsylvania
$7K +$7K +87 New
BWA
327
Burt Wealth Advisors
Maryland
$5K – – –
US Bancorp
328
US Bancorp
Minnesota
$5K +$5K +69 New
HF
329
Halpern Financial
Virginia
$4.73K +$4.73K +62 New
APA
330
American Portfolios Advisors
New York
$2.44K – – –
FCA
331
FinTrust Capital Advisors
South Carolina
$1.33K -$67 -874 -5%
JCM
332
Jacobi Capital Management
Pennsylvania
$1K -$385 -5 -28%
IRC
333
Investors Research Corp
Georgia
$1K +$1K +15 New
Millennium Management
334
Millennium Management
New York
$811 +$811 +10,642 New
CWS
335
Cypress Wealth Services
California
– -$14.5M -206,898 Closed
RIA
336
Regal Investment Advisors
Michigan
– -$3.65M -52,138 Closed
NL
337
NWAM LLC
Washington
– -$3.63M -51,829 Closed
PGAM
338
Princeton Global Asset Management
New Jersey
– -$3.16M -45,154 Closed
TCA
339
Transcend Capital Advisors
New Jersey
– -$2.97M -42,411 Closed
PP
340
Paloma Partners
Connecticut
– -$2.74M -39,114 Closed
KC
341
Kadensa Capital
Hong Kong
– -$2.02M -28,892 Closed
CRWM
342
Castle Rock Wealth Management
California
– -$789K -10,527 Closed
TFA
343
Teamwork Financial Advisors
Texas
– -$699K -9,991 Closed
VC
344
Vicus Capital
Pennsylvania
– -$578K -8,262 Closed
TI
345
tru Independence
Oregon
– -$543 -7,759 Closed
FA
346
FCG Advisors
New Jersey
– -$399K -5,707 Closed
FHA
347
Flagship Harbor Advisors
Massachusetts
– -$333K -4,760 Closed
GW
348
GW & Wade
Massachusetts
– -$281K -4,014 Closed
EIG
349
Ellenbecker Investment Group
Wisconsin
– -$273K -3,901 Closed
SC
350
Savant Capital
Illinois
– -$232K -3,315 Closed
11 12 13
14
15