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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.

New
Increased
Maintained
Reduced
Closed
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 %
RJFSA
51
Raymond James Financial Services Advisors
Florida
$581K +$180K +2,518 +45%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$579K +$191K +2,673 +49%
VCM
53
Vision Capital Management
Oregon
$577K +$577K +8,085 New
SCA
54
Snowden Capital Advisors
New York
$557K +$133K +1,870 +31%
RFN
55
RDA Financial Network
Iowa
$540K +$540K +7,414 New
Citadel Advisors
56
Citadel Advisors
Florida
$526K -$272K -3,816 -34%
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$508K +$331K +4,648 +187%
WCFA
58
Walkner Condon Financial Advisors
Wisconsin
$493K +$493K +6,908 New
FANJ
59
Financial Architects (New Jersey)
New Jersey
$455K -$5.71K -80 -1%
WA
60
WBH Advisory
Maryland
$367K +$367K +5,150 New
WP
61
WealthPLAN Partners
Nebraska
$360K +$360K +4,786 New
CFIA
62
Cantor Fitzgerald Investment Advisors
New York
$353K -$18.7K -262 -5%
WIP
63
Wellesley Investment Partners
Massachusetts
$349K +$349K +4,907 New
TFO
64
Tarbox Family Office
California
$342K +$228K +3,200 +201%
MWM
65
Mission Wealth Management
California
$341K – – –
BIA
66
Bigelow Investment Advisors
Maine
$339K +$4.64K +65 +1%
SEIA
67
Signature Estate & Investment Advisors
California
$332K +$8.06K +113 +2%
SWP
68
Stratos Wealth Partners
Ohio
$295K +$27.2K +381 +10%
AF
69
Advisornet Financial
Minnesota
$290K +$17.2K +241 +6%
Wealth Enhancement Advisory Services
70
Wealth Enhancement Advisory Services
Minnesota
$288K +$288K +4,035 New
FAIM
71
Financial Advocates Investment Management
Washington
$286K -$103K -1,440 -26%
WANY
72
Wealthspire Advisors (New York)
New York
$273K – – –
EIG
73
Ellenbecker Investment Group
Wisconsin
$273K +$1.64K +23 +0.6%
IWC
74
Integrated Wealth Concepts
Massachusetts
$270K +$270K +3,786 New
CFG
75
Cooper Financial Group
California
$260K – – –
1 2
3
4 5