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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 %
AWE
151
Avidian Wealth Enterprises
Texas
$484K +$484K +8,421 New
Wealth Enhancement Advisory Services
152
Wealth Enhancement Advisory Services
Minnesota
$462K +$204K +3,183 +79%
GAM
153
Gould Asset Management
California
$455K -$93.1K -1,620 -17%
PA
154
Paracle Advisors
Washington
$444K +$444K +7,737 New
FCA
155
FLC Capital Advisors
California
$435K +$435K +7,729 New
SG
156
StoneX Group
New York
$426K +$426K +7,406 New
CFW
157
CA Family Wealth
California
$413K +$413K +7,180 New
DAS
158
Dynamic Advisor Solutions
Arizona
$410K +$410K +7,128 New
AIS
159
Accurate Investment Solutions
Pennsylvania
$409K +$409K +7,111 New
WIP
160
Wellesley Investment Partners
Massachusetts
$405K +$123K +2,145 +44%
MWA
161
MFA Wealth Advisors
Pennsylvania
$405K +$405K +7,028 New
VC
162
Veracity Capital
Georgia
$404K +$404K +7,028 New
UCFA
163
United Capital Financial Advisors
Texas
$400K +$400K +6,960 New
VWA
164
V Wealth Advisors
Kansas
$396K +$396K +6,890 New
SBSB
165
Sullivan, Bruyette, Speros & Blaney
Virginia
$389K +$266K +4,628 +216%
PA
166
Parkside Advisors
California
$382K +$214K +3,712 +127%
FANJ
167
Financial Architects (New Jersey)
New Jersey
$372K +$5.46K +95 +1%
MCM
168
Maxim Capital Management
California
$364K +$364K +6,323 New
VC
169
Vicus Capital
Pennsylvania
$360K +$360K +6,254 New
MA
170
Mutual Advisors
Nebraska
$358K +$358K +6,229 New
VWA
171
Visionary Wealth Advisors
Illinois
$336K +$336K +5,847 New
WIA
172
World Investment Advisors
California
$335K +$335K +5,827 New
WCFA
173
Walkner Condon Financial Advisors
Wisconsin
$322K -$74.6K -1,299 -19%
ACS
174
Archford Capital Strategies
Illinois
$302K +$302K +5,246 New
CFIA
175
Cantor Fitzgerald Investment Advisors
New York
$298K +$13.7K +239 +5%
5 6
7
8 9