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iShares ESG Aware MSCI USA ETF
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Overview Fund Activity

67 hedge funds and large institutions have $789M invested in iShares ESG Aware MSCI USA ETF in 2019 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 10 reducing their positions, and 6 closing their positions.

Holders
67
Holders Change
+5
Holders Change %
+8.06%
% of All Funds
1.46%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
11
Increased
32
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$34.4M
2
BlackRock
2
BlackRock
New York
$41M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$11.9M
4
Wells Fargo
4
Wells Fargo
California
$5.41M
5
Ameriprise
5
Ameriprise
Minnesota
$3.82M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$4.1M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
LPL Financial
3
LPL Financial
California
$1.22M
4
CGI
4
Cougar Global Investments
Ontario, Canada
$7K
5
IC
5
Inscription Capital
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
51
Steward Partners Investment Advisory
New York
$85K 1,331 +1,331 New
AF
52
Advisornet Financial
Minnesota
$79K 1,224 -98 -7%
LFG
53
LifePlan Financial Group
Ohio
$76K 1,180 – –
AG
54
Advisor Group
Arizona
$44K 675 +512 +314%
BCI
55
Brinker Capital Investments
Pennsylvania
$39K 601 +349 +138%
GWM
56
Geneos Wealth Management
Colorado
$20K 312 – –
AIM
57
Advantage Investment Management
Iowa
$18K 278 – –
Morgan Stanley
58
Morgan Stanley
New York
$14K 212 +212 New
OIA
59
OneDigital Investment Advisors
Kansas
$13K 200 +200 New
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$13K 200 +200 New
JFA
61
JNBA Financial Advisors
Minnesota
$10K 150 – –
Citigroup
62
Citigroup
New York
$10K 156 +156 New
RCAG
63
Rehmann Capital Advisory Group
Michigan
$9.16K 142 – –
CGI
64
Cougar Global Investments
Ontario, Canada
$7K 104 -600 -85%
NFG
65
Next Financial Group
Texas
$6K 92 +92 New
AOWM
66
Alpha Omega Wealth Management
Virginia
$4K 55 – –
BWA
67
Burt Wealth Advisors
Maryland
$4K 69 – –
Citadel Advisors
68
Citadel Advisors
Florida
– – -19,108 Closed
IC
69
Inscription Capital
Texas
– – -546 Closed
BBA
70
Braun-Bostich & Associates
Pennsylvania
– – -431 Closed
CA
71
Cetera Advisors
Colorado
– – -327 Closed
PGA
72
Premia Global Advisors
Florida
– – -239 Closed
ADL
73
Asset Dedication LLC
California
– – -160 Closed
CFGS
74
Concourse Financial Group Securities
Alabama
– – – –
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