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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 %
TA
101
Tiedemann Advisors
New York
$4.28M -$10.1M -133,128 -70%
BEC
102
Blue Edge Capital
Virginia
$4.13M +$13.4K +176 +0.3%
CF
103
Centaurus Financial
California
$3.93M +$3.93M +51,536 New
PO
104
Private Ocean
California
$3.92M -$211K -2,770 -5%
Baird Financial Group
105
Baird Financial Group
Wisconsin
$3.78M +$392K +5,149 +12%
BWP
106
Bernardo Wealth Planning
Pennsylvania
$3.74M +$38.5K +505 +1%
VWM
107
Venturi Wealth Management
Texas
$3.68M -$974K -12,779 -21%
CCFM
108
Clear Creek Financial Management
Washington
$3.46M +$1.85M +24,220 +114%
GCA
109
Greenwood Capital Associates
South Carolina
$3.43M -$75.4K -989 -2%
NFG
110
Next Financial Group
Texas
$3.35M +$338K +4,439 +11%
MA
111
Mutual Advisors
Nebraska
$3.34M +$551K +7,226 +20%
ASN
112
Advisory Services Network
Georgia
$3.33M +$215K +2,820 +7%
MYIA
113
Mount Yale Investment Advisors
Colorado
$3.32M +$96.5K +1,266 +3%
BAM
114
Belpointe Asset Management
Nevada
$3.3M -$130K -1,705 -4%
SPC
115
Sigma Planning Corp
Michigan
$3.22M -$277K -3,631 -8%
LNC
116
Lincoln National Corp
Pennsylvania
$3.22M +$3.22M +42,256 New
MIM
117
Macroview Investment Management
Maryland
$3.19M -$189K -2,478 -6%
IWC
118
Integrated Wealth Concepts
Massachusetts
$3.17M +$7.24K +95 +0.2%
CWM
119
Cornerstone Wealth Management
Missouri
$3.13M -$1.15M -15,032 -27%
PAMG
120
Patton Albertson Miller Group
Tennessee
$3.04M +$586K +7,689 +24%
RCS
121
Retirement Capital Strategies
California
$3.01M +$205K +2,757 +7%
CC
122
Copperleaf Capital
North Carolina
$2.9M +$402K +5,269 +16%
AAS
123
Avantax Advisory Services
Texas
$2.76M +$2.54M +33,259 +1,162%
MBT
124
Montecito Bank & Trust
California
$2.69M -$138K -1,806 -5%
TPWA
125
TRUE Private Wealth Advisors
Oregon
$2.65M -$827K -10,852 -24%
3 4
5
6 7