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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.

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 Market Value Shares Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
76
CAPTRUST Financial Advisors
North Carolina
$250K 3,476 +1,330 +62%
VBFP
77
Valtinson Bruner Financial Planning
Minnesota
$245K 3,416 -48 -1%
RW
78
REDW Wealth
New Mexico
$231K 3,240 +3,240 New
IFWM
79
Institute for Wealth Management
Colorado
$222K 3,118 +3,118 New
Northern Trust
80
Northern Trust
Illinois
$221K 3,100 +3,100 New
PCIA
81
Prime Capital Investment Advisors
Kansas
$219K 3,074 – –
PA
82
Parkside Advisors
California
$209K 2,928 +2,928 New
NSAM
83
North Star Asset Management
Wisconsin
$206K 2,895 +2,895 New
BCA
84
Berman Capital Advisors
Georgia
$204K 2,863 +2,863 New
SPIA
85
Steward Partners Investment Advisory
New York
$186K 2,620 +1,289 +97%
CFG
86
Citizens Financial Group
Rhode Island
$174K 2,446 – –
SBSB
87
Sullivan, Bruyette, Speros & Blaney
Virginia
$153K 2,146 -1,167 -35%
WT
88
Whittier Trust
California
$143K 2,000 +500 +33%
LFG
89
LifePlan Financial Group
Ohio
$84K 1,180 – –
CWM
90
Cranbrook Wealth Management
Michigan
$82K 1,155 -380 -25%
BCI
91
Brinker Capital Investments
Pennsylvania
$66K 927 – –
RWG
92
Regal Wealth Group
California
$63K 890 – –
RCA
93
Rowland Carmichael Advisors
Arizona
$43K 601 +601 New
VCP
94
Verus Capital Partners
Arizona
$39K 544 +544 New
BBA
95
Braun-Bostich & Associates
Pennsylvania
$24K 340 +340 New
GWM
96
Geneos Wealth Management
Colorado
$22K 312 – –
TRCT
97
Tower Research Capital (TRC)
New York
$16K 218 +218 New
ASN
98
Advisory Services Network
Georgia
$15K 204 +204 New
Citigroup
99
Citigroup
New York
$13K 176 – –
AWA
100
Arkadios Wealth Advisors
Georgia
$11.1K 148 +148 New
1 2 3
4
5