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iShares ESG Aware MSCI USA ETF
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Overview Fund Activity

111 hedge funds and large institutions have $1.21B invested in iShares ESG Aware MSCI USA ETF in 2019 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 46 increasing their positions, 13 reducing their positions, and 3 closing their positions.

Holders
111
Holders Change
+32
Holders Change %
+40.51%
% of All Funds
2.19%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.08%
New
36
Increased
46
Reduced
13
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$238M
2
Goldman Sachs
2
Goldman Sachs
New York
$34.1M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$59.6M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$36M
5
Wells Fargo
5
Wells Fargo
California
$23.2M

Top Sellers

1
BlackRock
1
BlackRock
New York
$44.5M
2
SAS
2
Sage Advisory Services
Texas
$0
3
CG
3
Colony Group
Massachusetts
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$526K
5
FWCM
5
Ferguson Wellman Capital Management
Oregon
$1.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
26
Advisor Group
Arizona
$1.5M +$660K +9,253 +78%
FWCM
27
Ferguson Wellman Capital Management
Oregon
$1.38M -$161K -2,262 -10%
FT
28
Fiduciary Trust
Massachusetts
$1.24M +$378K +5,305 +44%
ACM
29
Anfield Capital Management
California
$1.17M +$1.17M +15,707 New
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$1.12M +$76.8K +1,077 +7%
CAN
31
Cetera Advisor Networks
California
$1.09M +$669K +9,389 +158%
TA
32
Tiedemann Advisors
New York
$1.08M +$1.08M +15,115 New
LFA
33
Legacy Financial Advisors
Kentucky
$993K +$82.1K +1,152 +9%
WP
34
WealthSource Partners
California
$983K +$739K +10,360 +302%
PFGIA
35
Patriot Financial Group Insurance Agency
Massachusetts
$970K +$401K +5,629 +71%
PA
36
Parallel Advisors
California
$967K +$963K +13,505 +22,139%
SFS
37
Sowell Financial Services
Arkansas
$953K +$82.9K +1,163 +10%
Morgan Stanley
38
Morgan Stanley
New York
$949K +$586K +8,216 +161%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$855K +$269K +3,797 +46%
SIAS
40
Shine Investment Advisory Services
Colorado
$793K +$793K +11,120 New
BC
41
Brinker Capital
Pennsylvania
$787K +$233K +3,274 +42%
NAM
42
North American Management
Massachusetts
$768K – – –
HighTower Advisors
43
HighTower Advisors
Illinois
$710K -$1.78K -25 -0.3%
MYIA
44
Mount Yale Investment Advisors
Colorado
$708K +$708K +9,862 New
GAM
45
Gould Asset Management
California
$680K +$135K +1,900 +25%
FA
46
FCG Advisors
New Jersey
$664K +$285 +4 +0%
AIA
47
Ally Invest Advisors
North Carolina
$646K +$646K +9,058 New
IFAM
48
Institutional & Family Asset Management
Colorado
$644K -$2.71K -38 -0.4%
MMA
49
Miracle Mile Advisors
California
$643K +$643K +9,021 New
PFM
50
Parsec Financial Management
North Carolina
$616K +$309K +4,340 +101%
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