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iShares ESG Aware MSCI USA ETF

35 hedge funds and large institutions have $59.8M invested in iShares ESG Aware MSCI USA ETF in 2018 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 12 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 2

300% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 3

52% more funds holding

Funds holding: 2335 (+12)

24% more capital invested

Capital invested by funds: $48.1M → $59.8M (+$11.7M)

1.4% less ownership

Funds ownership: 58.09%56.69% (-1.4%)

Holders
35
Holders Change
+12
Holders Change %
+52.17%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
12
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$32.2M -$1.26M -20,072 -4%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$5.9M +$154K +2,454 +3%
UBS Group
3
UBS Group
Switzerland
$4.73M -$196K -3,132 -4%
Jane Street
4
Jane Street
New York
$3.48M +$1.98M +31,672 +140%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$2.3M +$435K +6,954 +24%
Goldman Sachs
6
Goldman Sachs
New York
$2.2M +$1.76M +28,140 +450%
TAIM
7
TD Ameritrade Investment Management
Nebraska
$1.53M +$1.5M +23,899 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.19M +$1.16M +18,581 New
RCS
9
Retirement Capital Strategies
California
$922K +$902K +14,415 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$915K -$15.1K -241 -2%
CG
11
Colony Group
Massachusetts
$808K +$482K +7,695 +156%
NAM
12
North American Management
Massachusetts
$713K +$488K +7,800 +234%
LPL Financial
13
LPL Financial
California
$546K +$37.9K +606 +8%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$424K +$139K +2,215 +50%
FANJ
15
Financial Architects (New Jersey)
New Jersey
$375K +$689 +11 +0.2%
WIP
16
Wellesley Investment Partners
Massachusetts
$346K +$339K +5,420 New
Bank of America
17
Bank of America
North Carolina
$305K +$191K +3,051 +178%
SAS
18
Sage Advisory Services
Texas
$260K +$255K +4,068 New
LFA
19
Legacy Financial Advisors
Kentucky
$196K
SEIA
20
Signature Estate & Investment Advisors
California
$125K +$122K +1,948 New
SWP
21
Stratos Wealth Partners
Ohio
$65K +$63.8K +1,019 New
CGI
22
Cougar Global Investments
Ontario, Canada
$53K +$28.3K +452 +122%
WAM
23
Watermark Asset Management
California
$45K +$43.8K +700 New
Wells Fargo
24
Wells Fargo
California
$41K +$39.6K +633 New
AF
25
Advisornet Financial
Minnesota
$32K +$31.7K +507 New