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iShares ESG Aware MSCI USA ETF
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Overview Fund Activity

425 hedge funds and large institutions have $12B invested in iShares ESG Aware MSCI USA ETF in 2020 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 246 increasing their positions, 45 reducing their positions, and 16 closing their positions.

Holders
425
Holders Change
+91
Holders Change %
+27.25%
% of All Funds
7.54%
Holding in Top 10
62
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+44.19%
% of All Funds
1.1%
New
115
Increased
246
Reduced
45
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.49B
2
Morgan Stanley
2
Morgan Stanley
New York
$467M
3
LPL Financial
3
LPL Financial
California
$578M
4
Bank of America
4
Bank of America
North Carolina
$940M
5
BlackRock
5
BlackRock
New York
$1.09B

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$62.5M
3
SMG
3
Smart Money Group
Texas
$0
4
WI
4
Wintrust Investments
Illinois
$0
5
RCS
5
Retirement Capital Strategies
California
$975K
Name Market Value Shares Shares
Change 		Shares
Change %
RJT
201
Raymond James Trust
Florida
$1.66M 19,249 +2,784 +17%
VCM
202
Vision Capital Management
Oregon
$1.64M 19,077 +2,285 +14%
EWA
203
EP Wealth Advisors
California
$1.63M 18,940 +450 +2%
AC
204
Apella Capital
Connecticut
$1.62M 18,807 +6,614 +54%
HF
205
HRT Financial
New York
$1.61M 18,723 -2,987 -14%
CFD
206
Creative Financial Designs
Indiana
$1.57M 18,236 +3,860 +27%
CAPTRUST Financial Advisors
207
CAPTRUST Financial Advisors
North Carolina
$1.54M 17,916 +7,508 +72%
IA
208
IFG Advisory
Georgia
$1.52M 17,648 +4,844 +38%
BSB
209
Bangor Savings Bank
Maine
$1.5M 17,439 +17,439 New
DAS
210
Dynamic Advisor Solutions
Arizona
$1.48M 17,247 +2,168 +14%
SG
211
StoneX Group
New York
$1.44M 16,739 +6,182 +59%
IWS
212
Insight Wealth Strategies
California
$1.44M 16,678 +16,678 New
LWP
213
Lumature Wealth Partners
Georgia
$1.43M 16,644 +16,644 New
GSWM
214
Golden State Wealth Management
California
$1.41M 16,337 +8,468 +108%
RW
215
REDW Wealth
New Mexico
$1.4M 16,323 +2,199 +16%
MKA
216
M. Kulyk & Associates
Georgia
$1.36M 15,788 +15,788 New
DC
217
Davenport & Co
Virginia
$1.33M 15,504 +11,325 +271%
MWM
218
MBE Wealth Management
Wisconsin
$1.28M 14,916 -212 -1%
OPS
219
Orion Portfolio Solutions
Nebraska
$1.28M 14,820 +2,178 +17%
HB
220
Homrich & Berg
Georgia
$1.23M 14,270 +11,609 +436%
BOH
221
Bank of Hawaii
Hawaii
$1.23M 14,267 +7,237 +103%
RFN
222
RDA Financial Network
Iowa
$1.22M 14,205 -14,688 -51%
KA
223
Kovack Advisors
Florida
$1.2M 13,946 +969 +7%
TCM
224
Tuttle Capital Management
Connecticut
$1.19M 13,816 +13,816 New
MWA
225
MFA Wealth Advisors
Pennsylvania
$1.18M 13,677 – –
7 8
9
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