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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 %
KeyBank National Association
76
KeyBank National Association
Ohio
$7.94M +$1.53M +20,068 +24%
CAN
77
Cetera Advisor Networks
California
$7.79M +$2.5M +32,816 +47%
FLPIM
78
F.L. Putnam Investment Management
Massachusetts
$7.74M -$1.23M -16,161 -14%
VHAM
79
Van Hulzen Asset Management
California
$7.71M -$122K -1,604 -2%
CAM
80
Concorde Asset Management
Michigan
$7.55M +$169K +2,218 +2%
WP
81
WealthShield Partners
North Carolina
$7.04M +$852K +11,174 +14%
MCIA
82
Mountain Capital Investment Advisors
Colorado
$7.03M +$4.21M +52,373 +149%
DE
83
Day & Ennis
Georgia
$6.97M +$181K +2,379 +3%
SCA
84
Snowden Capital Advisors
New York
$6.75M -$40.5K -532 -0.6%
RCA
85
Rowland Carmichael Advisors
Arizona
$6.26M +$195K +2,553 +3%
LFG
86
LifePlan Financial Group
Ohio
$6.2M +$8.69K +114 +0.1%
HPWM
87
Highland Private Wealth Management
Washington
$6.12M -$44.7K -587 -0.7%
SFS
88
Sowell Financial Services
Arkansas
$6.06M -$510K -6,689 -8%
PFGIA
89
Patriot Financial Group Insurance Agency
Massachusetts
$5.71M +$254K +3,334 +5%
BHWM
90
Bay Harbor Wealth Management
Maryland
$5.34M +$630K +8,270 +13%
AIA
91
Ally Invest Advisors
North Carolina
$5.11M +$1.98M +26,018 +63%
TF
92
Trek Financial
Arizona
$5.05M +$73.7K +967 +1%
KAS
93
Kestra Advisory Services
Texas
$5.01M +$5.01M +65,718 New
CAS
94
Cascadia Advisory Services
Oregon
$4.92M +$428K +5,614 +10%
AWM
95
AE Wealth Management
Kansas
$4.64M -$14.5M -190,460 -76%
CA
96
Cetera Advisors
Colorado
$4.63M +$1.02M +13,340 +28%
MAFM
97
Mid Atlantic Financial Management
Pennsylvania
$4.54M +$1.07M +13,227 +31%
WI
98
Wintrust Investments
Illinois
$4.39M -$322K -4,220 -7%
SS
99
Simplicity Solutions
Minnesota
$4.38M -$13.5M -177,440 -76%
SEI Investments
100
SEI Investments
Pennsylvania
$4.35M +$2.02M +26,460 +86%
2 3
4
5 6