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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 %
WT
201
Whittier Trust
California
$141K +$25.9K +450 +23%
LWM
202
Lenox Wealth Management
Ohio
$107K +$107K +1,863 New
EP
203
Eudaimonia Partners
Tennessee
$96K +$96K +1,663 New
FRA
204
Front Row Advisors
California
$78K +$78K +1,200 New
TF
205
TimeScale Financial
Massachusetts
$66K +$66K +1,156 New
GRP
206
Global Retirement Partners
California
$63K +$63K +1,102 New
LSA
207
Lion Street Advisors
Texas
$56K +$56K +976 New
IA
208
IFP Advisors
Florida
$55K +$54.3K +915 +7,625%
GSWM
209
Golden State Wealth Management
California
$54K +$54K +937 New
RWG
210
Regal Wealth Group
California
$51K – – –
AC
211
AlphaCore Capital
California
$48K +$48K +831 New
NFG
212
Next Financial Group
Texas
$46K +$40.7K +702 +763%
NC
213
NewSquare Capital
Pennsylvania
$45K +$45K +785 New
PAI
214
Pittenger & Anderson Inc
Nebraska
$37K +$37K +645 New
VCP
215
Verus Capital Partners
Arizona
$33K +$1.39K +24 +4%
Citigroup
216
Citigroup
New York
$30K +$20K +350 +199%
CWP
217
CFM Wealth Partners
Texas
$29K +$29K +505 New
SWA
218
Stratos Wealth Advisors
Ohio
$25K +$25K +431 New
GWM
219
Geneos Wealth Management
Colorado
$17K – – –
US Bancorp
220
US Bancorp
Minnesota
$13K +$13K +230 New
TFGT
221
TS Financial Group (TSFG)
Illinois
$12K +$12K +210 New
AIC
222
Ameritas Investment Company
Nebraska
$10K +$10K +184 New
AA
223
Advisory Alpha
Michigan
$9.82K +$9.82K +157 New
AWA
224
Arkadios Wealth Advisors
Georgia
$9.77K +$1.27K +22 +15%
JFA
225
JNBA Financial Advisors
Minnesota
$9K – – –
6 7 8
9
10