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iShares ESG Aware MSCI USA ETF
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Overview Fund Activity

425 hedge funds and large institutions have $12B invested in iShares ESG Aware MSCI USA ETF in 2020 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 246 increasing their positions, 45 reducing their positions, and 16 closing their positions.

Holders
425
Holders Change
+91
Holders Change %
+27.25%
% of All Funds
7.54%
Holding in Top 10
62
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+44.19%
% of All Funds
1.1%
New
115
Increased
246
Reduced
45
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.49B
2
Morgan Stanley
2
Morgan Stanley
New York
$467M
3
LPL Financial
3
LPL Financial
California
$578M
4
Bank of America
4
Bank of America
North Carolina
$940M
5
BlackRock
5
BlackRock
New York
$1.09B

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$62.5M
3
SMG
3
Smart Money Group
Texas
$0
4
WI
4
Wintrust Investments
Illinois
$0
5
RCS
5
Retirement Capital Strategies
California
$975K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$51.5M 589,694 +210,171 +55%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$46.5M 540,373 +172,309 +47%
CIAS
28
CFS Investment Advisory Services
New Jersey
$45.3M 526,253 +526,253 New
NA
29
NewEdge Advisors
Louisiana
$44.8M 520,226 +154,447 +42%
CFG
30
Cooper Financial Group
California
$42.8M 497,255 +58,451 +13%
AI
31
Atria Investments
North Carolina
$42.7M 496,342 +153,597 +45%
IWC
32
Integrated Wealth Concepts
Massachusetts
$37.9M 440,144 +398,543 +958%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$37.1M 430,917 +129,975 +43%
PCA
34
Personal Capital Advisors
California
$36.9M 428,377 +99,568 +30%
Stifel Financial
35
Stifel Financial
Missouri
$35.9M 417,162 +80,655 +24%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$35M 406,999 +41,712 +11%
PFG
37
PAX Financial Group
Texas
$34.1M 396,046 +104,531 +36%
SW
38
SteelPeak Wealth
California
$34M 395,691 +154,251 +64%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$32.8M 380,935 +18,135 +5%
IWP
40
Icon Wealth Partners
Texas
$32.7M 380,012 +112,379 +42%
TLFA
41
True Link Financial Advisors
California
$32.5M 377,355 +377,355 New
HIM
42
HawsGoodwin Investment Management
Tennessee
$30.7M 356,609 +68,749 +24%
AWM
43
AE Wealth Management
Kansas
$29.1M 338,383 +277,476 +456%
PFA
44
Pettinga Financial Advisors
Indiana
$26.2M 304,507 +72,711 +31%
LWA
45
Lineweaver Wealth Advisors
Ohio
$25.3M 294,237 +66,808 +29%
SB
46
Strategic Blueprint
Georgia
$25.3M 293,917 +41,118 +16%
HighTower Advisors
47
HighTower Advisors
Illinois
$24.4M 283,945 +100,065 +54%
BRC
48
BHF RG Capital
Arizona
$24.1M 279,556 +1,408 +0.5%
OAP
49
One Advisory Partners
Kansas
$23.6M 274,081 +63,166 +30%
KAS
50
Kestra Advisory Services
Texas
$23.6M 275,242 +209,524 +319%
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