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iShares ESG Aware MSCI USA ETF
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Overview Fund Activity

334 hedge funds and large institutions have $7.74B invested in iShares ESG Aware MSCI USA ETF in 2020 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 184 increasing their positions, 66 reducing their positions, and 24 closing their positions.

Holders
334
Holders Change
+34
Holders Change %
+11.33%
% of All Funds
6.76%
Holding in Top 10
43
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.88%
% of All Funds
0.87%
New
61
Increased
184
Reduced
66
Closed
24
Calls
–
Puts
$16.1M
Net Calls
-$16.1M
Net Calls Change
-$16.1M

Top Buyers

1
BlackRock
1
BlackRock
New York
$851M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.09B
3
DLIC
3
Daido Life Insurance Company
Japan
$48.7M
4
5L
4
55I LLC
Massachusetts
$72.3M
5
LPL Financial
5
LPL Financial
California
$334M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$4.64M
2
SS
2
Simplicity Solutions
Minnesota
$4.38M
3
TA
3
Tiedemann Advisors
New York
$4.28M
4
BCM
4
Brookstone Capital Management
Illinois
$11.2M
5
VFM
5
Vivid Financial Management
California
$20.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
176
Trilogy Capital
California
$1.07M +$455K +5,968 +74%
MWM
177
MBE Wealth Management
Wisconsin
$1.06M – – –
MWA
178
MFA Wealth Advisors
Pennsylvania
$1.04M – – –
VWA
179
Visionary Wealth Advisors
Illinois
$1.03M -$418K -5,484 -29%
Creative Planning
180
Creative Planning
Kansas
$1.01M +$33.9K +445 +3%
KA
181
Kovack Advisors
Florida
$989K +$94.4K +1,239 +11%
IA
182
IFG Advisory
Georgia
$975K +$140K +1,845 +17%
WWM
183
Western Wealth Management
Colorado
$972K +$62.6K +821 +7%
LFA
184
Legacy Financial Advisors
Kentucky
$965K -$10.1K -132 -1%
OPS
185
Orion Portfolio Solutions
Nebraska
$963K +$201K +2,642 +26%
PSUF
186
People's United Financial
Connecticut
$947K -$13.4K -176 -1%
PTC
187
Private Trust Company
Ohio
$932K +$132K +1,738 +17%
AC
188
Apella Capital
Connecticut
$929K +$418K +5,487 +82%
WLIM
189
White Lighthouse Investment Management
Massachusetts
$926K +$39.6K +520 +4%
WIP
190
Wellesley Investment Partners
Massachusetts
$924K +$334K +4,380 +57%
ACA
191
Affinity Capital Advisors
California
$884K +$212K +2,775 +31%
BCA
192
Biltmore Capital Advisors
New Jersey
$872K +$872K +11,448 New
GAM
193
Gould Asset Management
California
$856K +$173K +2,275 +25%
SWP
194
Stratos Wealth Partners
Ohio
$823K +$74.4K +977 +10%
VAG
195
VisionPoint Advisory Group
Texas
$818K +$3.96K +52 +0.5%
SG
196
StoneX Group
New York
$805K +$98.9K +1,297 +14%
CAPTRUST Financial Advisors
197
CAPTRUST Financial Advisors
North Carolina
$798K -$589K -7,686 -42%
Principal Financial Group
198
Principal Financial Group
Iowa
$771K +$27.4K +360 +4%
G
199
GenTrust
Florida
$749K +$34.8K +457 +5%
BCI
200
Brinker Capital Investments
Pennsylvania
$745K +$745K +9,774 New
6 7
8
9 10