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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 %
MWM
151
Merriman Wealth Management
Washington
$3.49M 40,500 +24,500 +153%
ACS
152
Archford Capital Strategies
Illinois
$3.37M 38,379 +21,934 +133%
WIA
153
World Investment Advisors
California
$3.29M 36,130 +28,820 +394%
SHGA
154
Sand Hill Global Advisors
California
$3.28M 38,130 +11,035 +41%
HHGA
155
Halbert Hargrove Global Advisors
California
$3.28M 38,076 +3,960 +12%
PPP
156
Private Portfolio Partners
New Jersey
$3.22M 37,460 +9,304 +33%
MIAN
157
Mariner Independent Advisor Network
Kansas
$3.16M 36,702 +13,572 +59%
FWM
158
Filbrandt Wealth Management
Wisconsin
$3.1M 36,021 +36,021 New
MBT
159
Montecito Bank & Trust
California
$2.99M 34,712 -574 -2%
AAS
160
Avantax Advisory Services
Texas
$2.92M 33,784 -2,336 -6%
PA
161
Parkside Advisors
California
$2.84M 33,011 +8,610 +35%
VC
162
Veracity Capital
Georgia
$2.84M 32,998 +7,044 +27%
PIA
163
Perennial Investment Advisors
California
$2.74M 31,806 +2,741 +9%
CCFM
164
Clear Creek Financial Management
Washington
$2.69M 31,245 -14,189 -31%
Mirae Asset Global Investments
165
Mirae Asset Global Investments
South Korea
$2.67M 31,000 +22,600 +269%
RSWM
166
Robertson Stephens Wealth Management
California
$2.65M 30,836 +14,964 +94%
TPWA
167
TRUE Private Wealth Advisors
Oregon
$2.63M 30,533 -4,249 -12%
William Blair & Company
168
William Blair & Company
Illinois
$2.62M 30,482 +2,750 +10%
HT
169
HAP Trading
New York
$2.6M 30,220 +30,220 New
Creative Planning
170
Creative Planning
Kansas
$2.58M 30,000 +16,812 +127%
BTWM
171
Baker Tilly Wealth Management
Wisconsin
$2.52M 29,296 +29,296 New
AWM
172
Alterna Wealth Management
Texas
$2.52M 29,271 +3,793 +15%
FIA
173
Foundations Investment Advisors
Arizona
$2.48M 28,217 +21,305 +308%
AWE
174
Avidian Wealth Enterprises
Texas
$2.44M 28,342 +4,934 +21%
IFWM
175
Institute for Wealth Management
Colorado
$2.38M 27,627 +7,028 +34%
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