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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 %
BWP
101
Bernardo Wealth Planning
Pennsylvania
$3.4M +$293K +4,185 +9%
CA
102
Cetera Advisors
Colorado
$3.32M +$1.63M +23,260 +96%
GCA
103
Greenwood Capital Associates
South Carolina
$3.22M +$392K +5,601 +14%
SPC
104
Sigma Planning Corp
Michigan
$3.21M +$2.21M +31,594 +221%
TPWA
105
TRUE Private Wealth Advisors
Oregon
$3.19M +$1.35M +19,331 +73%
PGAM
106
Princeton Global Asset Management
New Jersey
$3.16M +$1.68M +23,954 +113%
BAM
107
Belpointe Asset Management
Nevada
$3.15M +$2.13M +30,399 +208%
Baird Financial Group
108
Baird Financial Group
Wisconsin
$3.11M +$1.42M +20,289 +84%
MIM
109
Macroview Investment Management
Maryland
$3.1M +$1.42M +20,328 +85%
MAFM
110
Mid Atlantic Financial Management
Pennsylvania
$3.01M +$1.41M +20,112 +88%
TCA
111
Transcend Capital Advisors
New Jersey
$2.97M +$2.97M +42,411 New
MYIA
112
Mount Yale Investment Advisors
Colorado
$2.96M +$1.62M +23,126 +120%
IWC
113
Integrated Wealth Concepts
Massachusetts
$2.91M +$1.09M +15,589 +60%
HIM
114
Hanlon Investment Management
New Jersey
$2.88M +$1.24M +17,741 +76%
AIA
115
Ally Invest Advisors
North Carolina
$2.87M +$715K +10,209 +33%
ASN
116
Advisory Services Network
Georgia
$2.86M +$1.35M +19,318 +90%
NFG
117
Next Financial Group
Texas
$2.77M +$2.71M +38,777 +4,884%
PP
118
Paloma Partners
Connecticut
$2.74M +$2.74M +39,114 New
RCS
119
Retirement Capital Strategies
California
$2.63M -$5.59M -79,871 -68%
MBT
120
Montecito Bank & Trust
California
$2.6M +$389K +5,562 +18%
MA
121
Mutual Advisors
Nebraska
$2.56M +$2.13M +30,396 +488%
MCIA
122
Mountain Capital Investment Advisors
Colorado
$2.51M -$7.26M -101,950 -74%
AWM
123
Alterna Wealth Management
Texas
$2.31M -$233K -3,335 -9%
CC
124
Copperleaf Capital
North Carolina
$2.29M +$59.1K +845 +3%
PAMG
125
Patton Albertson Miller Group
Tennessee
$2.26M +$2.26M +32,250 New
3 4
5
6 7