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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 %
TFO
201
Tarbox Family Office
California
$739K -$22.9K -300 -3%
BFA
202
Beacon Financial Advisory
Ohio
$732K +$410K +5,382 +127%
Wealth Enhancement Advisory Services
203
Wealth Enhancement Advisory Services
Minnesota
$680K +$5.3K +66 +0.8%
WA
204
WBH Advisory
Maryland
$678K +$272K +3,569 +67%
PA
205
Parallel Advisors
California
$664K -$50.3K -659 -7%
IFAM
206
Institutional & Family Asset Management
Colorado
$662K -$12.4K -163 -2%
Fisher Asset Management
207
Fisher Asset Management
Washington
$656K +$260K +3,413 +66%
PA
208
PFG Advisors
Arizona
$643K +$643K +8,277 New
Mirae Asset Global Investments
209
Mirae Asset Global Investments
South Korea
$640K +$267K +3,500 +71%
OWA
210
One Wealth Advisors
California
$613K -$35.2K -462 -5%
KM
211
Kalos Management
Georgia
$612K +$244K +3,027 +66%
RF
212
RHS Financial
California
$609K +$202K +2,654 +50%
SIAS
213
Shine Investment Advisory Services
Colorado
$602K +$426K +5,589 +242%
JWCA
214
J.W. Cole Advisors
Florida
$602K +$602K +7,894 New
GSWM
215
Golden State Wealth Management
California
$600K -$1.01M -13,284 -63%
FHC
216
First Heartland Consultants
Missouri
$595K -$33.2K -435 -5%
UCFA
217
United Capital Financial Advisors
Texas
$593K +$200K +2,629 +51%
PA
218
Paracle Advisors
Washington
$589K – – –
APC
219
Aspire Private Capital
North Carolina
$577K +$29.5K +387 +5%
ANTB
220
AMG National Trust Bank
Colorado
$572K – – –
WA
221
Wealth Alliance
New York
$566K +$566K +7,425 New
VWA
222
V Wealth Advisors
Kansas
$565K -$217K -2,842 -28%
WIA
223
World Investment Advisors
California
$557K +$17.5K +230 +3%
IWM
224
IHT Wealth Management
Illinois
$547K +$90.6K +1,188 +20%
BOH
225
Bank of Hawaii
Hawaii
$536K +$536K +7,030 New
7 8
9
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