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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 %
MCIA
101
Mountain Capital Investment Advisors
Colorado
$8.44M 96,672 +9,125 +10%
TF
102
Trek Financial
Arizona
$7.95M 92,423 +26,178 +40%
4WM
103
4J Wealth Management
Virginia
$7.88M 91,572 +91,572 New
NFG
104
Next Financial Group
Texas
$7.85M 91,188 +47,178 +107%
NL
105
NWAM LLC
Washington
$7.76M 90,195 +90,195 New
RIA
106
Regal Investment Advisors
Michigan
$7.58M 88,058 +88,058 New
RJA
107
Raymond James & Associates
Florida
$7.56M 87,832 +55,533 +172%
RCA
108
Rowland Carmichael Advisors
Arizona
$7.49M 87,093 +4,949 +6%
TWM
109
Tradition Wealth Management
Minnesota
$7.47M 86,811 +86,811 New
CA
110
Cetera Advisors
Colorado
$7.43M 86,396 +25,642 +42%
Susquehanna International Group
111
Susquehanna International Group
Pennsylvania
$7.41M 86,100 +69,040 +405%
HPWM
112
Highland Private Wealth Management
Washington
$7.22M 83,960 +3,680 +5%
PFGIA
113
Patriot Financial Group Insurance Agency
Massachusetts
$6.86M 79,771 +4,834 +6%
CC
114
Copperleaf Capital
North Carolina
$6.74M 78,352 +40,365 +106%
SEI Investments
115
SEI Investments
Pennsylvania
$6.45M 74,946 +17,792 +31%
Baird Financial Group
116
Baird Financial Group
Wisconsin
$6.33M 73,568 +24,002 +48%
SFS
117
Sowell Financial Services
Arkansas
$6.29M 73,145 -6,342 -8%
VWM
118
Venturi Wealth Management
Texas
$6.07M 70,515 +22,196 +46%
WWP
119
Waypoint Wealth Partners
California
$5.71M 66,368 +66,368 New
CF
120
Centaurus Financial
California
$5.6M 65,104 +13,568 +26%
MA
121
Mutual Advisors
Nebraska
$5.43M 63,092 +19,241 +44%
SWA
122
Stratos Wealth Advisors
Ohio
$5.42M 62,989 +31,366 +99%
MYIA
123
Mount Yale Investment Advisors
Colorado
$5.37M 62,377 +18,773 +43%
Mercer Global Advisors
124
Mercer Global Advisors
Colorado
$5.27M 61,211 +32,434 +113%
PAMG
125
Patton Albertson Miller Group
Tennessee
$5.21M 57,286 +17,347 +43%
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5
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