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iShares ESG Aware MSCI USA ETF
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Overview Fund Activity

236 hedge funds and large institutions have $2.97B invested in iShares ESG Aware MSCI USA ETF in 2020 Q1 according to their latest regulatory filings, with 139 funds opening new positions, 73 increasing their positions, 11 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+125
Holders Change %
+112.61%
% of All Funds
5.21%
Holding in Top 10
23
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+475%
% of All Funds
0.51%
New
139
Increased
73
Reduced
11
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$761M
2
LPL Financial
2
LPL Financial
California
$113M
3
Bank of America
3
Bank of America
North Carolina
$284M
4
PAS
4
Park Avenue Securities
New York
$85.5M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$60.8M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
ACM
2
Anfield Capital Management
California
$0
3
HHGA
3
Halbert Hargrove Global Advisors
California
$686K
4
NA
4
Nottingham Advisors
New York
$1.01M
5
FLPIM
5
F.L. Putnam Investment Management
Massachusetts
$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
51
AE Wealth Management
Kansas
$4.35M +$4.35M +75,611 New
LFPWM
52
Leicht Financial Planning & Wealth Management
New Jersey
$4.33M +$4.33M +75,132 New
HPWM
53
Highland Private Wealth Management
Washington
$4.08M +$159K +2,764 +4%
FAAS
54
First Allied Advisory Services
California
$4.02M +$4.02M +69,930 New
SXL
55
Summit X LLC
Missouri
$4.02M +$4.02M +69,792 New
HPC
56
Hobart Private Capital
North Carolina
$3.97M +$3.97M +69,032 New
RA
57
RFG Advisory
Alabama
$3.93M +$3.93M +68,266 New
BRWA
58
B. Riley Wealth Advisors
Florida
$3.55M +$3.55M +61,743 New
KeyBank National Association
59
KeyBank National Association
Ohio
$3.51M +$1.06M +18,497 +44%
Truist Financial
60
Truist Financial
North Carolina
$3.49M +$3.49M +60,764 New
CWS
61
Cypress Wealth Services
California
$3.36M +$3.36M +58,424 New
SB
62
Strategic Blueprint
Georgia
$3.27M +$3.27M +56,947 New
VFM
63
Vivid Financial Management
California
$3.25M +$330K +5,743 +11%
SPIA
64
Steward Partners Investment Advisory
New York
$3.22M +$3.07M +53,439 +2,040%
CAM
65
Concorde Asset Management
Michigan
$3.16M +$3.16M +54,966 New
PO
66
Private Ocean
California
$3.09M +$345 +6 +0%
Prudential Financial
67
Prudential Financial
New Jersey
$2.97M +$2.97M +51,718 New
LWM
68
Liberty Wealth Management
California
$2.95M +$2.95M +50,998 New
BEC
69
Blue Edge Capital
Virginia
$2.93M +$1.13M +19,592 +62%
SFS
70
Sowell Financial Services
Arkansas
$2.89M +$2.12M +36,929 +276%
I
71
INVST
Indiana
$2.71M +$2.71M +49,154 New
LFG
72
LifePlan Financial Group
Ohio
$2.68M +$2.61M +45,358 +3,844%
TA
73
Tiedemann Advisors
New York
$2.62M +$1.75M +30,374 +201%
BWP
74
Bernardo Wealth Planning
Pennsylvania
$2.55M +$2.55M +44,372 New
TF
75
Trek Financial
Arizona
$2.52M +$2.52M +43,842 New
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3
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