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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 %
Renaissance Technologies
201
Renaissance Technologies
New York
$553K +$553K +7,900 New
WIP
202
Wellesley Investment Partners
Massachusetts
$542K +$48.6K +695 +10%
WIA
203
World Investment Advisors
California
$542K +$95.9K +1,253 +22%
PA
204
Paracle Advisors
Washington
$541K – – –
MCM
205
Maxim Capital Management
California
$541K +$77.2K +1,052 +17%
ANTB
206
AMG National Trust Bank
Colorado
$525K +$525K +7,500 New
APC
207
Aspire Private Capital
North Carolina
$503K +$503K +7,189 New
DAS
208
Dynamic Advisor Solutions
Arizona
$498K -$420 -6 -0.1%
LFA
209
Lighthouse Financial Advisors
Maryland
$481K +$481K +6,882 New
AC
210
Apella Capital
Connecticut
$469K +$133K +1,896 +39%
SBSB
211
Sullivan, Bruyette, Speros & Blaney
Virginia
$460K -$14K -200 -3%
FANJ
212
Financial Architects (New Jersey)
New Jersey
$454K +$1.54K +22 +0.3%
AWA
213
Arete Wealth Advisors
Illinois
$421K +$421K +6,237 New
IWM
214
IHT Wealth Management
Illinois
$419K +$136K +1,945 +48%
SEIA
215
Signature Estate & Investment Advisors
California
$413K +$413K +5,898 New
KWM
216
Kingsview Wealth Management
Oregon
$404K +$404K +5,776 New
FA
217
FCG Advisors
New Jersey
$399K -$436K -6,230 -52%
MNG
218
Manning & Napier Group
New York
$394K – – –
WCFA
219
Walkner Condon Financial Advisors
Wisconsin
$387K -$5.81K -83 -1%
RF
220
RHS Financial
California
$374K +$18K +257 +5%
WA
221
WBH Advisory
Maryland
$372K +$12.5K +179 +3%
Fisher Asset Management
222
Fisher Asset Management
Washington
$364K +$364K +5,201 New
XF
223
XML Financial
Maryland
$363K +$363K +5,192 New
UCFA
224
United Capital Financial Advisors
Texas
$361K -$126K -1,801 -26%
CFIA
225
Cantor Fitzgerald Investment Advisors
New York
$360K -$3.15K -45 -0.9%
7 8
9
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