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iShares ESG Aware MSCI USA ETF
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Overview Fund Activity

334 hedge funds and large institutions have $7.74B invested in iShares ESG Aware MSCI USA ETF in 2020 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 184 increasing their positions, 66 reducing their positions, and 24 closing their positions.

Holders
334
Holders Change
+34
Holders Change %
+11.33%
% of All Funds
6.76%
Holding in Top 10
43
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.88%
% of All Funds
0.87%
New
61
Increased
184
Reduced
66
Closed
24
Calls
–
Puts
$16.1M
Net Calls
-$16.1M
Net Calls Change
-$16.1M

Top Buyers

1
BlackRock
1
BlackRock
New York
$851M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.09B
3
DLIC
3
Daido Life Insurance Company
Japan
$48.7M
4
5L
4
55I LLC
Massachusetts
$72.3M
5
LPL Financial
5
LPL Financial
California
$334M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$4.64M
2
SS
2
Simplicity Solutions
Minnesota
$4.38M
3
TA
3
Tiedemann Advisors
New York
$4.28M
4
BCM
4
Brookstone Capital Management
Illinois
$11.2M
5
VFM
5
Vivid Financial Management
California
$20.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCA
51
FLC Capital Advisors
California
$13.6M +$5.14M +65,529 +61%
HGWM
52
Horst & Graben Wealth Management
Oregon
$13.6M +$4.11M +53,979 +43%
TAIM
53
TD Ameritrade Investment Management
Nebraska
$13.4M +$1.59M +20,900 +14%
SHIM
54
Stone House Investment Management
Pennsylvania
$12.6M -$164K -2,155 -1%
SMG
55
Spectrum Management Group
Indiana
$12.5M -$6.1K -80 -0%
CFGS
56
Concourse Financial Group Securities
Alabama
$12.4M +$1.55M +20,400 +14%
FAAS
57
First Allied Advisory Services
California
$12.3M +$800K +10,493 +7%
HPC
58
Hobart Private Capital
North Carolina
$11.9M +$2.07M +27,121 +21%
FFN
59
Focus Financial Network
Minnesota
$11.3M +$3.2M +42,051 +40%
BCM
60
Brookstone Capital Management
Illinois
$11.2M -$8.3M -108,859 -43%
T
61
TRUADVICE
Florida
$11M +$11M +141,142 New
NNP
62
Nachman Norwood & Parrott
South Carolina
$10.8M +$9.17M +120,354 +575%
SMG
63
Smart Money Group
Texas
$10.7M +$1.79M +23,518 +20%
CS
64
Comerica Securities
Michigan
$10.6M +$763K +10,008 +8%
I
65
INVST
Indiana
$10.5M +$1.32M +17,204 +14%
Prudential Financial
66
Prudential Financial
New Jersey
$10.4M +$1.84M +24,083 +21%
RA
67
RFG Advisory
Alabama
$10.3M -$122K -1,605 -1%
AF
68
Advisornet Financial
Minnesota
$10.2M -$2.86M -37,588 -22%
APW
69
Austin Private Wealth
Texas
$10.1M +$4M +52,477 +65%
BRWA
70
B. Riley Wealth Advisors
Florida
$10M +$1.04M +13,678 +12%
PWA
71
Physician Wealth Advisors
Utah
$10M +$2.1M +27,872 +27%
EH
72
Equitable Holdings
New York
$9.56M +$1.08M +14,131 +13%
LWM
73
Liberty Wealth Management
California
$8.78M +$1.34M +17,629 +18%
FT
74
Fiduciary Trust
Massachusetts
$8.6M +$922K +12,100 +12%
SPIA
75
Steward Partners Investment Advisory
New York
$8.41M +$421K +5,523 +5%
1 2
3
4 5