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iShares ESG Aware MSCI USA ETF

300 hedge funds and large institutions have $6.33B invested in iShares ESG Aware MSCI USA ETF in 2020 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 180 increasing their positions, 29 reducing their positions, and 14 closing their positions.

Holders
300
Holders Change
+64
Holders Change %
+27.12%
% of All Funds
6.17%
Holding in Top 10
41
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+78.26%
% of All Funds
0.84%
New
80
Increased
180
Reduced
29
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$24.3M +$17.2M +245,276 +242%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$24.1M +$11M +154,243 +84%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$22.8M +$5.95M +85,059 +35%
VFM
29
Vivid Financial Management
California
$22.2M +$18.2M +260,213 +460%
NA
30
NewEdge Advisors
Louisiana
$20.2M +$10.7M +153,153 +113%
PFG
31
PAX Financial Group
Texas
$20.1M -$2.75M -39,355 -12%
SW
32
SteelPeak Wealth
California
$19.7M +$9.37M +133,820 +91%
PCA
33
Personal Capital Advisors
California
$19.6M +$19.6M +280,625 New
HIM
34
HawsGoodwin Investment Management
Tennessee
$19.2M +$12M +172,059 +168%
AI
35
Atria Investments
North Carolina
$19.1M +$9.41M +134,391 +97%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$18.8M +$4.46M +63,692 +31%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$18.6M +$764K +13,173 +4%
BCM
38
Brookstone Capital Management
Illinois
$17.9M +$8.84M +126,243 +97%
IWP
39
Icon Wealth Partners
Texas
$17.9M +$8.62M +123,199 +93%
AWM
40
AE Wealth Management
Kansas
$17.6M +$12.3M +175,756 +232%
C1AG
41
Client 1st Advisory Group
Florida
$17.3M +$14.5M +198,119 +524%
SS
42
Simplicity Solutions
Minnesota
$16.4M +$13.5M +192,979 +460%
LWA
43
Lineweaver Wealth Advisors
Ohio
$15.9M +$7.29M +104,204 +85%
Truist Financial
44
Truist Financial
North Carolina
$15.5M +$11.2M +160,098 +263%
OAP
45
One Advisory Partners
Kansas
$15M +$15M +214,115 New
SB
46
Strategic Blueprint
Georgia
$14.8M +$10.8M +154,981 +272%
PFA
47
Pettinga Financial Advisors
Indiana
$14.5M +$3.42M +48,815 +31%
CWS
48
Cypress Wealth Services
California
$14.5M +$10.4M +148,474 +254%
Stifel Financial
49
Stifel Financial
Missouri
$13.3M +$10.5M +150,563 +386%
TA
50
Tiedemann Advisors
New York
$13.3M +$10.1M +143,854 +316%