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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 %
PWA
76
Physician Wealth Advisors
Utah
$15.3M 169,210 +36,263 +27%
BRWA
77
B. Riley Wealth Advisors
Florida
$15M 174,443 +42,703 +32%
FFN
78
Focus Financial Network
Minnesota
$14.3M 166,145 +18,017 +12%
SPIA
79
Steward Partners Investment Advisory
New York
$14M 162,800 +52,467 +48%
SL
80
SWMG LLC
Texas
$14M 160,734 +160,734 New
RA
81
RFG Advisory
Alabama
$13.7M 155,854 +20,641 +15%
CAN
82
Cetera Advisor Networks
California
$13.4M 155,230 +53,066 +52%
SXL
83
Summit X LLC
Missouri
$12.9M 149,411 +17,112 +13%
T
84
TRUADVICE
Florida
$12.5M 145,135 +3,993 +3%
BCA
85
Biltmore Capital Advisors
New Jersey
$12.2M 141,406 +129,958 +1,135%
LWM
86
Liberty Wealth Management
California
$11.7M 134,830 +19,689 +17%
CWA
87
Clearview Wealth Advisors
Oregon
$11.6M 134,922 +134,922 New
CAM
88
Concorde Asset Management
Michigan
$11.3M 130,808 +31,702 +32%
FT
89
Fiduciary Trust
Massachusetts
$11.1M 128,504 +15,730 +14%
SCA
90
Snowden Capital Advisors
New York
$10.9M 127,181 +38,626 +44%
VHAM
91
Van Hulzen Asset Management
California
$10.9M 126,339 +25,114 +25%
AF
92
Advisornet Financial
Minnesota
$10.7M 124,174 -9,605 -7%
FWP
93
Firethorn Wealth Partners
Georgia
$10.4M 121,045 +121,045 New
DE
94
Day & Ennis
Georgia
$9.9M 115,126 +23,629 +26%
KeyBank National Association
95
KeyBank National Association
Ohio
$9.5M 110,423 +6,227 +6%
SPAS
96
Spectrum Planning & Advisory Services
California
$9.4M 109,241 +109,241 New
BHWM
97
Bay Harbor Wealth Management
Maryland
$9.23M 107,301 +37,239 +53%
FLPIM
98
F.L. Putnam Investment Management
Massachusetts
$9.01M 104,777 +3,216 +3%
WF
99
Williams Financial
Vermont
$8.77M 101,915 +101,915 New
AIA
100
Ally Invest Advisors
North Carolina
$8.6M 99,984 +32,907 +49%
2 3
4
5 6