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iShares ESG Aware MSCI USA ETF
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Overview Fund Activity

425 hedge funds and large institutions have $12B invested in iShares ESG Aware MSCI USA ETF in 2020 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 246 increasing their positions, 45 reducing their positions, and 16 closing their positions.

Holders
425
Holders Change
+91
Holders Change %
+27.25%
% of All Funds
7.54%
Holding in Top 10
62
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+44.19%
% of All Funds
1.1%
New
115
Increased
246
Reduced
45
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.49B
2
Morgan Stanley
2
Morgan Stanley
New York
$467M
3
LPL Financial
3
LPL Financial
California
$578M
4
Bank of America
4
Bank of America
North Carolina
$940M
5
BlackRock
5
BlackRock
New York
$1.09B

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$62.5M
3
SMG
3
Smart Money Group
Texas
$0
4
WI
4
Wintrust Investments
Illinois
$0
5
RCS
5
Retirement Capital Strategies
California
$975K
Name Market Value Shares Shares
Change 		Shares
Change %
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$23.2M 269,430 +248,346 +1,178%
Truist Financial
52
Truist Financial
North Carolina
$23.1M 268,262 +31,973 +14%
GIA
53
Goodwin Investment Advisory
Georgia
$22.9M 266,691 +266,691 New
C1AG
54
Client 1st Advisory Group
Florida
$22.7M 262,068 +7,315 +3%
VFM
55
Vivid Financial Management
California
$22.7M 263,385 -1,300 -0.5%
CWS
56
Cypress Wealth Services
California
$22.3M 259,090 +259,090 New
HFA
57
High Falls Advisors
New York
$21.3M 247,452 +118,462 +92%
SHIM
58
Stone House Investment Management
Pennsylvania
$20.6M 239,258 +73,936 +45%
BCM
59
Brookstone Capital Management
Illinois
$20.3M 236,528 +89,569 +61%
HPC
60
Hobart Private Capital
North Carolina
$20.3M 235,923 +80,332 +52%
CFGS
61
Concourse Financial Group Securities
Alabama
$20.2M 234,754 +72,291 +44%
NNP
62
Nachman Norwood & Parrott
South Carolina
$19.7M 228,678 +87,407 +62%
HGWM
63
Horst & Graben Wealth Management
Oregon
$19.3M 223,961 +45,796 +26%
FI
64
FormulaFolio Investments
Michigan
$18.9M 219,223 +219,223 New
TAIM
65
TD Ameritrade Investment Management
Nebraska
$18.8M 218,957 +43,381 +25%
SMG
66
Spectrum Management Group
Indiana
$18.7M 217,751 +53,952 +33%
TSA
67
Tri-Star Advisors
Texas
$18.6M 213,457 +31,324 +17%
SS
68
Simplicity Solutions
Minnesota
$18.5M 215,072 +157,565 +274%
Prudential Financial
69
Prudential Financial
New Jersey
$18.1M 210,923 +74,039 +54%
I
70
INVST
Indiana
$17.9M 207,630 +70,802 +52%
WP
71
WealthShield Partners
North Carolina
$17.8M 207,276 +114,947 +124%
CS
72
Comerica Securities
Michigan
$17.2M 200,266 +61,695 +45%
APW
73
Austin Private Wealth
Texas
$17.1M 199,146 +66,241 +50%
FCA
74
FLC Capital Advisors
California
$15.9M 184,433 +11,131 +6%
EH
75
Equitable Holdings
New York
$15.3M 178,066 +52,676 +42%
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