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iShares ESG Aware MSCI USA ETF
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Overview Fund Activity

49 hedge funds and large institutions have $87M invested in iShares ESG Aware MSCI USA ETF in 2018 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 19 increasing their positions, 5 reducing their positions, and 9 closing their positions.

Holders
49
Holders Change
+14
Holders Change %
+40%
% of All Funds
1.09%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
23
Increased
19
Reduced
5
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$12M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$3.37M
3
UBS Group
3
UBS Group
Switzerland
$7.28M
4
PO
4
Private Ocean
California
$3.09M
5
Ameriprise
5
Ameriprise
Minnesota
$2.57M

Top Sellers

1
Jane Street
1
Jane Street
New York
$275K
2
CG
2
Colony Group
Massachusetts
$232K
3
WIP
3
Wellesley Investment Partners
Massachusetts
$0
4
SAS
4
Sage Advisory Services
Texas
$0
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$283K
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
26
United Capital Financial Advisors
Texas
$265K +$265K +4,830 New
VBFP
27
Valtinson Bruner Financial Planning
Minnesota
$262K +$262K +4,766 New
MWM
28
Mission Wealth Management
California
$258K +$258K +4,700 New
BEC
29
Blue Edge Capital
Virginia
$247K +$247K +4,505 New
CG
30
Colony Group
Massachusetts
$232K -$461K -8,409 -67%
IFAM
31
Institutional & Family Asset Management
Colorado
$227K +$227K +4,141 New
SEIA
32
Signature Estate & Investment Advisors
California
$222K +$115K +2,089 +107%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$207K +$207K +3,764 New
LFA
34
Legacy Financial Advisors
Kentucky
$170K +$1.54K +28 +0.9%
CFA
35
Clarfeld Financial Advisors
New York
$135K +$135K +2,446 New
WAM
36
Watermark Asset Management
California
$130K +$91.5K +1,666 +238%
TFO
37
Tarbox Family Office
California
$88K +$88K +1,595 New
WT
38
Whittier Trust
California
$82K +$82K +1,500 New
WANY
39
Wealthspire Advisors (New York)
New York
$73K +$73K +1,336 New
AF
40
Advisornet Financial
Minnesota
$69K +$41.2K +750 +148%
CGI
41
Cougar Global Investments
Ontario, Canada
$45K – – –
EWA
42
ERTS Wealth Advisors
Michigan
$44K +$44K +800 New
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$41K +$16.5K +303 +67%
IC
44
Inscription Capital
Texas
$30K +$30K +546 New
BBA
45
Braun-Bostich & Associates
Pennsylvania
$24K +$24K +431 New
BCI
46
Brinker Capital Investments
Pennsylvania
$18K +$16.8K +310 +1,409%
GWM
47
Geneos Wealth Management
Colorado
$16K -$410 -8 -3%
AIM
48
Advantage Investment Management
Iowa
$15K +$15K +278 New
PFGIA
49
Patriot Financial Group Insurance Agency
Massachusetts
$2K – – –
WIP
50
Wellesley Investment Partners
Massachusetts
– -$346K -5,420 Closed
1
2
3