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iShares ESG Aware MSCI USA ETF
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Overview Fund Activity

300 hedge funds and large institutions have $6.33B invested in iShares ESG Aware MSCI USA ETF in 2020 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 180 increasing their positions, 29 reducing their positions, and 14 closing their positions.

Holders
300
Holders Change
+64
Holders Change %
+27.12%
% of All Funds
6.17%
Holding in Top 10
41
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+78.26%
% of All Funds
0.84%
New
80
Increased
180
Reduced
29
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.72B
2
BlackRock
2
BlackRock
New York
$546M
3
Bank of America
3
Bank of America
North Carolina
$633M
4
LPL Financial
4
LPL Financial
California
$274M
5
PAS
5
Park Avenue Securities
New York
$193M

Top Sellers

1
MCIA
1
Mountain Capital Investment Advisors
Colorado
$2.51M
2
RCS
2
Retirement Capital Strategies
California
$2.63M
3
LFPWM
3
Leicht Financial Planning & Wealth Management
New Jersey
$0
4
FLPIM
4
F.L. Putnam Investment Management
Massachusetts
$8.24M
5
PFG
5
PAX Financial Group
Texas
$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRC
51
BHF RG Capital
Arizona
$13.3M +$13.3M +189,348 New
AF
52
Advisornet Financial
Minnesota
$12M +$6.24M +89,202 +109%
HighTower Advisors
53
HighTower Advisors
Illinois
$11.9M +$4.59M +65,589 +63%
SHIM
54
Stone House Investment Management
Pennsylvania
$11.7M +$3.36M +48,049 +40%
SMG
55
Spectrum Management Group
Indiana
$11.5M +$4.89M +69,824 +74%
TAIM
56
TD Ameritrade Investment Management
Nebraska
$10.8M +$1.05M +14,945 +11%
FAAS
57
First Allied Advisory Services
California
$10.5M +$5.63M +80,490 +115%
CFGS
58
Concourse Financial Group Securities
Alabama
$9.94M +$4.55M +64,952 +84%
RA
59
RFG Advisory
Alabama
$9.58M +$4.8M +68,552 +100%
TSA
60
Tri-Star Advisors
Texas
$9.33M +$9.33M +127,731 New
SXL
61
Summit X LLC
Missouri
$9.09M +$4.2M +60,040 +86%
CS
62
Comerica Securities
Michigan
$9M +$3.64M +52,007 +68%
HPC
63
Hobart Private Capital
North Carolina
$8.99M +$4.16M +59,438 +86%
HFA
64
High Falls Advisors
New York
$8.8M +$7.81M +111,527 +784%
HGWM
65
Horst & Graben Wealth Management
Oregon
$8.69M +$6.53M +93,237 +301%
I
66
INVST
Indiana
$8.42M +$4.96M +70,470 +143%
BRWA
67
B. Riley Wealth Advisors
Florida
$8.26M +$3.94M +56,319 +91%
FLPIM
68
F.L. Putnam Investment Management
Massachusetts
$8.24M -$4.11M -58,739 -33%
SMG
69
Smart Money Group
Texas
$8.19M +$5.42M +77,471 +196%
PWA
70
Physician Wealth Advisors
Utah
$7.99M -$704K -9,253 -8%
Prudential Financial
71
Prudential Financial
New Jersey
$7.9M +$4.28M +61,083 +118%
EH
72
Equitable Holdings
New York
$7.79M +$7.79M +111,259 New
FCA
73
FLC Capital Advisors
California
$7.76M +$7.2M +100,044 +1,294%
FFN
74
Focus Financial Network
Minnesota
$7.42M +$7.42M +106,077 New
SPIA
75
Steward Partners Investment Advisory
New York
$7.34M +$3.41M +48,751 +87%
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