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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 %
HFA
126
High Falls Advisors
New York
$818K +$818K +14,229 New
MWM
127
MBE Wealth Management
Wisconsin
$815K +$815K +14,176 New
EWA
128
EP Wealth Advisors
California
$814K +$814K +14,162 New
RW
129
REDW Wealth
New Mexico
$752K +$566K +9,840 +304%
Creative Planning
130
Creative Planning
Kansas
$744K +$744K +12,941 New
PAG
131
Private Advisor Group
New Jersey
$696K +$696K +12,102 New
HHGA
132
Halbert Hargrove Global Advisors
California
$686K -$1.09M -19,022 -61%
FA
133
FCG Advisors
New Jersey
$686K +$151K +2,627 +28%
RJT
134
Raymond James Trust
Florida
$676K +$676K +11,762 New
WLIM
135
White Lighthouse Investment Management
Massachusetts
$637K +$637K +11,085 New
BC
136
Brinker Capital
Pennsylvania
$633K -$1.73K -30 -0.3%
NAM
137
North American Management
Massachusetts
$621K +$1.73K +30 +0.3%
ACA
138
Affinity Capital Advisors
California
$612K +$612K +9,543 New
FCA
139
FinTrust Capital Advisors
South Carolina
$599K +$599K +10,421 New
PA
140
Parallel Advisors
California
$571K -$209K -3,633 -27%
MMA
141
Miracle Mile Advisors
California
$569K +$50.8K +884 +10%
TFO
142
Tarbox Family Office
California
$569K +$293K +5,100 +106%
SWP
143
Stratos Wealth Partners
Ohio
$568K +$330K +5,740 +139%
SP
144
Successful Portfolios
Florida
$549K +$549K +9,558 New
RFN
145
RDA Financial Network
Iowa
$541K +$115K +1,992 +27%
PCG
146
Private Capital Group
Connecticut
$540K +$540K +9,397 New
CRWM
147
Castle Rock Wealth Management
California
$519K +$519K +8,074 New
OFG
148
OmniStar Financial Group
North Carolina
$519K +$519K +9,033 New
CIAS
149
Capital Investment Advisory Services
North Carolina
$506K +$506K +8,796 New
IFAM
150
Institutional & Family Asset Management
Colorado
$484K -$35.3K -613 -7%
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