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iShares ESG Aware MSCI USA ETF
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Overview Fund Activity

35 hedge funds and large institutions have $59.8M invested in iShares ESG Aware MSCI USA ETF in 2018 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 12 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
+12
Holders Change %
+52.17%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
14
Increased
12
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$3.48M
2
Goldman Sachs
2
Goldman Sachs
New York
$2.2M
3
TAIM
3
TD Ameritrade Investment Management
Nebraska
$1.53M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.19M
5
RCS
5
Retirement Capital Strategies
California
$922K

Top Sellers

1
BlackRock
1
BlackRock
New York
$32.2M
2
CWM
2
Cornerstone Wealth Management
Missouri
$0
3
FWCM
3
Ferguson Wellman Capital Management
Oregon
$0
4
UBS Group
4
UBS Group
Switzerland
$4.73M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$915K
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$29K +$29K +450 New
OIA
27
OneDigital Investment Advisors
Kansas
$26K – – –
GWM
28
Geneos Wealth Management
Colorado
$20K +$20K +320 New
IA
29
IFP Advisors
Florida
$15K – – –
SPIA
30
Steward Partners Investment Advisory
New York
$15K – – –
ADL
31
Asset Dedication LLC
California
$10K +$10K +160 New
APA
32
American Portfolios Advisors
New York
$4.41K – – –
ASN
33
Advisory Services Network
Georgia
$3K – – –
PFGIA
34
Patriot Financial Group Insurance Agency
Massachusetts
$2K +$2K +36 New
BCI
35
Brinker Capital Investments
Pennsylvania
$1K +$773 +17 +340%
CWM
36
Cornerstone Wealth Management
Missouri
– -$234K -13,905 Closed
FWCM
37
Ferguson Wellman Capital Management
Oregon
– -$224K -3,735 Closed
1
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