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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 %
RF
176
RHS Financial
California
$292K +$292K +5,085 New
BIA
177
Bigelow Investment Advisors
Maine
$290K +$17.2K +300 +6%
AC
178
Apella Capital
Connecticut
$277K +$277K +4,810 New
FHC
179
First Heartland Consultants
Missouri
$273K +$273K +4,746 New
KM
180
Kalos Management
Georgia
$271K +$271K +4,109 New
MWM
181
Mission Wealth Management
California
$270K -$4.88K -85 -2%
TC
182
Trilogy Capital
California
$265K +$265K +4,112 New
RCAG
183
Rehmann Capital Advisory Group
Michigan
$258K +$258K +4,481 New
IFWM
184
Institute for Wealth Management
Colorado
$243K +$63.8K +1,109 +36%
OWA
185
One Wealth Advisors
California
$240K +$240K +4,171 New
KA
186
Kovack Advisors
Florida
$239K +$239K +4,150 New
Principal Financial Group
187
Principal Financial Group
Iowa
$238K +$238K +4,137 New
IWM
188
IHT Wealth Management
Illinois
$232K +$232K +4,041 New
WANY
189
Wealthspire Advisors (New York)
New York
$229K +$9.2K +160 +4%
EIG
190
Ellenbecker Investment Group
Wisconsin
$222K +$2.18K +38 +1%
OPS
191
Orion Portfolio Solutions
Nebraska
$222K +$222K +3,860 New
EFL
192
ERn Financial LLC
Wisconsin
$215K +$215K +3,732 New
PI
193
PFS Investments
Georgia
$215K +$215K +3,734 New
WWM
194
WT Wealth Management
Arizona
$209K +$209K +3,638 New
SWM
195
SigFig Wealth Management
California
$207K +$207K +3,598 New
RWM
196
RKL Wealth Management
Pennsylvania
$205K +$205K +3,573 New
CAPTRUST Financial Advisors
197
CAPTRUST Financial Advisors
North Carolina
$184K -$7.55K -137 -4%
PCIA
198
Prime Capital Investment Advisors
Kansas
$177K – – –
BCA
199
Berman Capital Advisors
Georgia
$164K – – –
CFG
200
Citizens Financial Group
Rhode Island
$141K – – –
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8
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