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iShares ESG Aware MSCI USA ETF
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Overview Fund Activity

62 hedge funds and large institutions have $746M invested in iShares ESG Aware MSCI USA ETF in 2019 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 24 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
+13
Holders Change %
+26.53%
% of All Funds
1.34%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
19
Increased
24
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$640M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$22.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$5.43M
4
Goldman Sachs
Goldman Sachs
New York
$7.75M
5
FLPIM
F.L. Putnam Investment Management
Massachusetts
$1.66M

Top Sellers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$401K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$710K
3
UBS Group
UBS Group
Switzerland
$6.25M
4
BWP
BSW Wealth Partners
Colorado
$0
5
Ameriprise
Ameriprise
Minnesota
$1.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$401K -$5.35M -86,103 -93%
FANJ
27
Financial Architects (New Jersey)
New Jersey
$394K +$18.6K +299 +5%
FA
28
FCG Advisors
New Jersey
$374K +$374K +6,016 New
SAS
29
Sage Advisory Services
Texas
$369K +$369K +5,942 New
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$359K +$38.7K +623 +12%
VBFP
31
Valtinson Bruner Financial Planning
Minnesota
$299K +$2.61K +42 +0.9%
BIA
32
Bigelow Investment Advisors
Maine
$297K +$297K +4,786 New
MWM
33
Mission Wealth Management
California
$292K – – –
BEC
34
Blue Edge Capital
Virginia
$282K +$2.55K +41 +0.9%
SEIA
35
Signature Estate & Investment Advisors
California
$265K +$13.4K +215 +5%
CG
36
Colony Group
Massachusetts
$263K – – –
RJFSA
37
Raymond James Financial Services Advisors
Florida
$249K +$14.9K +240 +6%
BC
38
Brinker Capital
Pennsylvania
$214K +$214K +3,444 New
EWA
39
ERTS Wealth Advisors
Michigan
$204K +$154K +2,481 +310%
LFA
40
Legacy Financial Advisors
Kentucky
$196K +$3.85K +62 +2%
CFG
41
Citizens Financial Group
Rhode Island
$152K +$152K +2,446 New
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$148K +$148K +2,376 New
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$127K +$80.1K +1,284 +171%
TFO
44
Tarbox Family Office
California
$99K – – –
WT
45
Whittier Trust
California
$93K – – –
AF
46
Advisornet Financial
Minnesota
$82K +$4.03K +65 +5%
LFG
47
LifePlan Financial Group
Ohio
$73K +$73K +1,180 New
CGI
48
Cougar Global Investments
Ontario, Canada
$44K -$7.44K -119 -14%
IC
49
Inscription Capital
Texas
$34K – – –
BBA
50
Braun-Bostich & Associates
Pennsylvania
$27K – – –
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2
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