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iShares ESG Aware MSCI USA ETF
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Overview Fund Activity

23 hedge funds and large institutions have $48.1M invested in iShares ESG Aware MSCI USA ETF in 2018 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 2 closing their positions.

Holders
23
Holders Change
+9
Holders Change %
+64.29%
% of All Funds
0.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
7
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$5.38M
2
UBS Group
2
UBS Group
Switzerland
$4.61M
3
BlackRock
3
BlackRock
New York
$31.4M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$1.74M
5
LPL Financial
5
LPL Financial
California
$475K

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.36M
2
IWM
2
IHT Wealth Management
Illinois
$0
3
SWP
3
Stratos Wealth Partners
Ohio
$0
4
CGI
4
Cougar Global Investments
Ontario, Canada
$22K
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$31.4M 523,615 +15,213 +3%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$5.38M 89,801 +89,801 New
UBS Group
3
UBS Group
Switzerland
$4.61M 77,037 +77,037 New
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$1.74M 29,046 +13,738 +90%
Jane Street
5
Jane Street
New York
$1.36M 22,683 -1,479 -6%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$872K 14,550 +5,333 +58%
LPL Financial
7
LPL Financial
California
$475K 7,925 +7,925 New
Goldman Sachs
8
Goldman Sachs
New York
$375K 6,260 +6,260 New
FANJ
9
Financial Architects (New Jersey)
New Jersey
$350K 5,849 +554 +10%
CG
10
Colony Group
Massachusetts
$296K 4,943 +4,943 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$265K 4,420 +685 +18%
CWM
12
Cornerstone Wealth Management
Missouri
$234K 13,905 +13,905 New
FWCM
13
Ferguson Wellman Capital Management
Oregon
$224K 3,735 +3,735 New
NAM
14
North American Management
Massachusetts
$200K 3,340 +3,340 New
LFA
15
Legacy Financial Advisors
Kentucky
$188K 3,067 +9 +0.3%
Bank of America
16
Bank of America
North Carolina
$102K 1,713 +634 +59%
OIA
17
OneDigital Investment Advisors
Kansas
$25K 410 – –
CGI
18
Cougar Global Investments
Ontario, Canada
$22K 371 -2 -0.5%
SPIA
19
Steward Partners Investment Advisory
New York
$14K 229 +229 New
IA
20
IFP Advisors
Florida
$14K 233 +233 New
APA
21
American Portfolios Advisors
New York
$4.13K 69 – –
ASN
22
Advisory Services Network
Georgia
$3K 50 +50 New
IWM
23
IHT Wealth Management
Illinois
– – -400 Closed
SWP
24
Stratos Wealth Partners
Ohio
– – -171 Closed
BCI
25
Brinker Capital Investments
Pennsylvania
$0 5 – –