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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 %
VHAM
76
Van Hulzen Asset Management
California
$7.2M +$1.41M +20,207 +24%
FT
77
Fiduciary Trust
Massachusetts
$7.05M +$5.65M +80,783 +406%
LWM
78
Liberty Wealth Management
California
$6.83M +$3.26M +46,514 +91%
CAM
79
Concorde Asset Management
Michigan
$6.78M +$2.93M +41,922 +76%
DE
80
Day & Ennis
Georgia
$6.24M +$3.42M +48,913 +122%
SCA
81
Snowden Capital Advisors
New York
$6.24M +$4.31M +61,570 +224%
SFS
82
Sowell Financial Services
Arkansas
$6.03M +$2.51M +35,883 +71%
KeyBank National Association
83
KeyBank National Association
Ohio
$5.89M +$1.62M +23,141 +38%
LFG
84
LifePlan Financial Group
Ohio
$5.68M +$2.43M +34,679 +75%
WP
85
WealthShield Partners
North Carolina
$5.68M +$2.81M +40,136 +98%
HPWM
86
Highland Private Wealth Management
Washington
$5.66M +$694K +9,920 +14%
APW
87
Austin Private Wealth
Texas
$5.63M +$4.49M +64,101 +393%
RCA
88
Rowland Carmichael Advisors
Arizona
$5.57M +$3.35M +47,829 +151%
PFGIA
89
Patriot Financial Group Insurance Agency
Massachusetts
$5.01M +$2.62M +37,423 +109%
CAN
90
Cetera Advisor Networks
California
$4.85M +$2.6M +37,080 +115%
TF
91
Trek Financial
Arizona
$4.57M +$1.5M +21,436 +49%
BHWM
92
Bay Harbor Wealth Management
Maryland
$4.33M +$2.14M +30,643 +98%
WI
93
Wintrust Investments
Illinois
$4.32M +$1.26M +17,995 +41%
VWM
94
Venturi Wealth Management
Texas
$4.28M +$2.24M +31,973 +110%
CAS
95
Cascadia Advisory Services
Oregon
$4.12M +$4.12M +58,882 New
CWM
96
Cornerstone Wealth Management
Missouri
$3.92M +$1.88M +26,920 +92%
PO
97
Private Ocean
California
$3.79M +$26.9K +384 +0.7%
BEC
98
Blue Edge Capital
Virginia
$3.78M +$210K +2,999 +6%
RIA
99
Regal Investment Advisors
Michigan
$3.65M +$3.65M +52,138 New
NL
100
NWAM LLC
Washington
$3.63M +$3.63M +51,829 New
2 3
4
5 6