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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.

New
Increased
Maintained
Reduced
Closed
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
Envestnet Asset Management
Illinois
$1.72B
2
BlackRock
BlackRock
New York
$546M
3
Bank of America
Bank of America
North Carolina
$633M
4
LPL Financial
LPL Financial
California
$274M
5
PAS
Park Avenue Securities
New York
$193M

Top Sellers

1
MCIA
Mountain Capital Investment Advisors
Colorado
$2.51M
2
RCS
Retirement Capital Strategies
California
$2.63M
3
LFPWM
Leicht Financial Planning & Wealth Management
New Jersey
$0
4
FLPIM
F.L. Putnam Investment Management
Massachusetts
$8.24M
5
PFG
PAX Financial Group
Texas
$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
126
EP Wealth Advisors
California
$2.22M +$1.23M +17,517 +124%
SEI Investments
127
SEI Investments
Pennsylvania
$2.15M +$745K +10,640 +53%
TRCT
128
Tower Research Capital (TRC)
New York
$2.08M +$2.08M +29,753 New
RFN
129
RDA Financial Network
Iowa
$2.02M +$1.36M +19,495 +207%
CIAS
130
Capital Investment Advisory Services
North Carolina
$2.02M +$1.41M +20,102 +229%
KC
131
Kadensa Capital
Hong Kong
$2.02M -$686K -9,804 -25%
PPW
132
Parcion Private Wealth
Washington
$1.98M +$36.3K +505 +2%
MIAN
133
Mariner Independent Advisor Network
Kansas
$1.94M +$796K +11,294 +70%
PIA
134
Perennial Investment Advisors
California
$1.8M +$1.8M +25,679 New
JIC
135
Joel Isaacson & Co
New York
$1.78M +$388K +5,536 +28%
PCG
136
Private Capital Group
Connecticut
$1.78M +$1.12M +16,035 +171%
PPP
137
Private Portfolio Partners
New Jersey
$1.78M +$754K +10,778 +74%
PFM
138
Parsec Financial Management
North Carolina
$1.73M +$74.9K +1,071 +5%
RJA
139
Raymond James & Associates
Florida
$1.73M -$1.04M -14,906 -38%
FAIM
140
Financial Advocates Investment Management
Washington
$1.61M -$278K -3,971 -15%
PAG
141
Private Advisor Group
New Jersey
$1.51M +$664K +9,485 +78%
CCFM
142
Clear Creek Financial Management
Washington
$1.48M +$1.48M +21,214 New
WP
143
WealthPLAN Partners
Nebraska
$1.47M +$11.9K +155 +0.8%
NNP
144
Nachman Norwood & Parrott
South Carolina
$1.46M +$1.46M +20,917 New
SWA
145
Stratos Wealth Advisors
Ohio
$1.45M +$1.42M +20,324 +4,716%
IA
146
IFP Advisors
Florida
$1.39M +$1.33M +19,326 +2,085%
FWCM
147
Ferguson Wellman Capital Management
Oregon
$1.37M -$128K -1,830 -9%
SP
148
Successful Portfolios
Florida
$1.34M +$672K +9,606 +101%
VWA
149
Visionary Wealth Advisors
Illinois
$1.33M +$916K +13,085 +224%
FCA
150
FinTrust Capital Advisors
South Carolina
$1.28M +$552K +7,880 +76%
4 5
6
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