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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.

New
Increased
Maintained
Reduced
Closed
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
Envestnet Asset Management
Illinois
$761M
2
LPL Financial
LPL Financial
California
$113M
3
Bank of America
Bank of America
North Carolina
$284M
4
PAS
Park Avenue Securities
New York
$85.5M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$60.8M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
ACM
Anfield Capital Management
California
$0
3
HHGA
Halbert Hargrove Global Advisors
California
$686K
4
NA
Nottingham Advisors
New York
$1.01M
5
FLPIM
F.L. Putnam Investment Management
Massachusetts
$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
101
Integrated Wealth Concepts
Massachusetts
$1.49M +$1.27M +22,131 +585%
CA
102
Cetera Advisors
Colorado
$1.39M +$1.39M +24,154 New
Baird Financial Group
103
Baird Financial Group
Wisconsin
$1.39M +$1.39M +24,128 New
MIM
104
Macroview Investment Management
Maryland
$1.38M +$1.38M +23,997 New
PFM
105
Parsec Financial Management
North Carolina
$1.36M +$864K +15,022 +174%
HIM
106
Hanlon Investment Management
New Jersey
$1.35M +$1.35M +23,422 New
MAFM
107
Mid Atlantic Financial Management
Pennsylvania
$1.31M +$1.31M +22,837 New
ASN
108
Advisory Services Network
Georgia
$1.24M +$1.23M +21,362 +10,472%
FWCM
109
Ferguson Wellman Capital Management
Oregon
$1.23M +$114K +1,990 +10%
WP
110
WealthPLAN Partners
Nebraska
$1.22M +$917K +14,272 +298%
PGAM
111
Princeton Global Asset Management
New Jersey
$1.22M +$1.22M +21,200 New
SEI Investments
112
SEI Investments
Pennsylvania
$1.15M +$1.15M +20,054 New
JIC
113
Joel Isaacson & Co
New York
$1.15M +$1.15M +19,950 New
FT
114
Fiduciary Trust
Massachusetts
$1.14M +$143K +2,484 +14%
MYIA
115
Mount Yale Investment Advisors
Colorado
$1.1M +$537K +9,350 +95%
NA
116
Nottingham Advisors
New York
$1.01M -$974K -16,939 -49%
APW
117
Austin Private Wealth
Texas
$939K +$939K +16,327 New
MIAN
118
Mariner Independent Advisor Network
Kansas
$926K +$926K +16,239 New
BBA
119
Braun-Bostich & Associates
Pennsylvania
$857K +$838K +15,218 +4,476%
PPP
120
Private Portfolio Partners
New Jersey
$842K +$842K +14,645 New
LFA
121
Legacy Financial Advisors
Kentucky
$841K -$65.5K -1,007 -7%
VCM
122
Vision Capital Management
Oregon
$839K +$374K +6,507 +80%
BAM
123
Belpointe Asset Management
Nevada
$839K +$839K +14,591 New
SIAS
124
Shine Investment Advisory Services
Colorado
$829K +$190K +3,297 +30%
SPC
125
Sigma Planning Corp
Michigan
$823K +$823K +14,316 New
3 4
5
6 7