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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 %
IA
176
IFG Advisory
Georgia
$767K +$767K +10,959 New
IFWM
177
Institute for Wealth Management
Colorado
$759K +$463K +6,614 +156%
RSWM
178
Robertson Stephens Wealth Management
California
$759K +$759K +10,851 New
PTC
179
Private Trust Company
Ohio
$742K +$742K +10,501 New
MMA
180
Miracle Mile Advisors
California
$737K +$43.9K +628 +6%
VWA
181
V Wealth Advisors
Kansas
$718K +$236K +3,368 +49%
TFO
182
Tarbox Family Office
California
$700K +$7K +100 +1%
OPS
183
Orion Portfolio Solutions
Nebraska
$700K +$430K +6,140 +159%
TFA
184
Teamwork Financial Advisors
Texas
$699K +$699K +9,991 New
SWP
185
Stratos Wealth Partners
Ohio
$688K -$3.36K -48 -0.5%
Principal Financial Group
186
Principal Financial Group
Iowa
$683K +$393K +5,621 +136%
G
187
GenTrust
Florida
$656K +$656K +9,367 New
PA
188
Parallel Advisors
California
$655K -$39.7K -567 -6%
SG
189
StoneX Group
New York
$648K +$130K +1,854 +25%
GAM
190
Gould Asset Management
California
$627K +$72.8K +1,040 +13%
Wealth Enhancement Advisory Services
191
Wealth Enhancement Advisory Services
Minnesota
$624K +$88K +1,185 +16%
IFAM
192
Institutional & Family Asset Management
Colorado
$620K +$30.9K +441 +5%
ACA
193
Affinity Capital Advisors
California
$617K -$50.7K -724 -8%
PA
194
Parkside Advisors
California
$596K +$131K +1,870 +28%
TC
195
Trilogy Capital
California
$596K +$293K +3,968 +96%
OWA
196
One Wealth Advisors
California
$596K +$304K +4,341 +104%
VC
197
Vicus Capital
Pennsylvania
$578K +$140K +2,008 +32%
FHC
198
First Heartland Consultants
Missouri
$577K +$245K +3,494 +74%
PWM
199
Perigon Wealth Management
California
$570K +$570K +8,140 New
Cetera Investment Advisers
200
Cetera Investment Advisers
Illinois
$559K +$559K +7,982 New
6 7
8
9 10