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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.

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 %
WI
76
Wintrust Investments
Illinois
$2.52M +$2.52M +43,757 New
SS
77
Simplicity Solutions
Minnesota
$2.41M +$2.41M +41,968 New
WP
78
WealthShield Partners
North Carolina
$2.36M +$2.36M +41,019 New
GCA
79
Greenwood Capital Associates
South Carolina
$2.32M +$2.32M +40,419 New
DE
80
Day & Ennis
Georgia
$2.31M +$2.31M +40,205 New
RJA
81
Raymond James & Associates
Florida
$2.28M +$2.28M +39,627 New
SMG
82
Smart Money Group
Texas
$2.28M +$2.28M +39,606 New
Stifel Financial
83
Stifel Financial
Missouri
$2.24M +$2.24M +38,989 New
KC
84
Kadensa Capital
Hong Kong
$2.23M +$2.23M +38,696 New
C1AG
85
Client 1st Advisory Group
Florida
$2.17M +$2.17M +37,785 New
AWM
86
Alterna Wealth Management
Texas
$2.09M +$2.09M +36,393 New
PFGIA
87
Patriot Financial Group Insurance Agency
Massachusetts
$1.97M +$1.18M +20,577 +151%
CAN
88
Cetera Advisor Networks
California
$1.86M +$974K +16,946 +111%
CC
89
Copperleaf Capital
North Carolina
$1.83M +$1.83M +31,873 New
RCA
90
Rowland Carmichael Advisors
Arizona
$1.83M +$1.79M +31,161 +5,185%
MBT
91
Montecito Bank & Trust
California
$1.81M +$1.81M +31,530 New
BHWM
92
Bay Harbor Wealth Management
Maryland
$1.79M +$1.79M +31,149 New
HGWM
93
Horst & Graben Wealth Management
Oregon
$1.78M +$1.78M +30,949 New
AIA
94
Ally Invest Advisors
North Carolina
$1.77M +$1.25M +21,792 +241%
CWM
95
Cornerstone Wealth Management
Missouri
$1.68M +$1.68M +29,146 New
VWM
96
Venturi Wealth Management
Texas
$1.67M +$1.67M +29,125 New
SCA
97
Snowden Capital Advisors
New York
$1.58M +$1.13M +19,709 +252%
FAIM
98
Financial Advocates Investment Management
Washington
$1.55M +$1.32M +23,011 +574%
PPW
99
Parcion Private Wealth
Washington
$1.55M +$1.55M +26,990 New
TPWA
100
TRUE Private Wealth Advisors
Oregon
$1.51M +$1.51M +26,303 New
2 3
4
5 6