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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 %
PCIA
351
Prime Capital Investment Advisors
Kansas
– -$186K -2,652 Closed
CFG
352
Citizens Financial Group
Rhode Island
– -$171K -2,446 Closed
PIMG
353
Patriot Investment Management Group
Tennessee
– -$44.1K -629 Closed
FWM
354
Filbrandt Wealth Management
Wisconsin
– -$41K -590 Closed
SWM
355
Selective Wealth Management
Virginia
– -$31K -444 Closed
SCA
356
Stonebridge Capital Advisors
Minnesota
– -$24K -342 Closed
ACA
357
Atlas Capital Advisors
Wyoming
– -$7.28K -104 Closed
AWM
358
Apollon Wealth Management
South Carolina
– -$4K -58 Closed
11 12 13 14
15