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iShares ESG Aware MSCI USA ETF
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Overview Fund Activity

334 hedge funds and large institutions have $7.74B invested in iShares ESG Aware MSCI USA ETF in 2020 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 184 increasing their positions, 66 reducing their positions, and 24 closing their positions.

Holders
334
Holders Change
+34
Holders Change %
+11.33%
% of All Funds
6.76%
Holding in Top 10
43
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.88%
% of All Funds
0.87%
New
61
Increased
184
Reduced
66
Closed
24
Calls
–
Puts
$16.1M
Net Calls
-$16.1M
Net Calls Change
-$16.1M

Top Buyers

1
BlackRock
1
BlackRock
New York
$851M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.09B
3
DLIC
3
Daido Life Insurance Company
Japan
$48.7M
4
5L
4
55I LLC
Massachusetts
$72.3M
5
LPL Financial
5
LPL Financial
California
$334M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$4.64M
2
SS
2
Simplicity Solutions
Minnesota
$4.38M
3
TA
3
Tiedemann Advisors
New York
$4.28M
4
BCM
4
Brookstone Capital Management
Illinois
$11.2M
5
VFM
5
Vivid Financial Management
California
$20.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFG
26
Cooper Financial Group
California
$33.4M +$1.03M +13,535 +3%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$29M +$3.21M +41,968 +12%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$28.1M +$1.62M +21,319 +6%
NA
29
NewEdge Advisors
Louisiana
$27.9M +$5.92M +77,675 +27%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$27.8M +$3.07M +40,231 +12%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$27.6M +$1.14M +14,944 +4%
AI
32
Atria Investments
North Carolina
$26.1M +$5.27M +69,167 +25%
Stifel Financial
33
Stifel Financial
Missouri
$25.6M +$11.2M +146,955 +78%
PCA
34
Personal Capital Advisors
California
$25.1M +$3.67M +48,184 +17%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$22.9M +$2.45M +32,174 +12%
PFG
36
PAX Financial Group
Texas
$22.2M +$315K +4,137 +1%
HIM
37
HawsGoodwin Investment Management
Tennessee
$21.9M +$1.01M +13,249 +5%
BRC
38
BHF RG Capital
Arizona
$21.2M +$6.77M +88,800 +47%
C1AG
39
Client 1st Advisory Group
Florida
$20.7M +$1.53M +18,849 +8%
IWP
40
Icon Wealth Partners
Texas
$20.4M +$938K +12,304 +5%
VFM
41
Vivid Financial Management
California
$20.2M -$3.97M -52,108 -16%
SB
42
Strategic Blueprint
Georgia
$19.3M +$3.11M +40,871 +19%
SW
43
SteelPeak Wealth
California
$18.4M -$3M -39,338 -14%
Truist Financial
44
Truist Financial
North Carolina
$18M +$1.18M +15,427 +7%
PFA
45
Pettinga Financial Advisors
Indiana
$17.7M +$1.84M +24,106 +12%
LWA
46
Lineweaver Wealth Advisors
Ohio
$17.3M +$5.18K +68 +0%
OAP
47
One Advisory Partners
Kansas
$16.1M -$244K -3,200 -1%
TSA
48
Tri-Star Advisors
Texas
$14.5M +$4.32M +54,402 +43%
HighTower Advisors
49
HighTower Advisors
Illinois
$14M +$1.02M +13,434 +8%
Jane Street
50
Jane Street
New York
$13.6M +$13.6M +178,843 New
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