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iShares ESG Aware MSCI USA ETF
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Overview Fund Activity

49 hedge funds and large institutions have $87M invested in iShares ESG Aware MSCI USA ETF in 2018 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 19 increasing their positions, 5 reducing their positions, and 9 closing their positions.

Holders
49
Holders Change
+14
Holders Change %
+40%
% of All Funds
1.09%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
23
Increased
19
Reduced
5
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$12M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$3.37M
3
UBS Group
3
UBS Group
Switzerland
$7.28M
4
PO
4
Private Ocean
California
$3.09M
5
Ameriprise
5
Ameriprise
Minnesota
$2.57M

Top Sellers

1
Jane Street
1
Jane Street
New York
$275K
2
CG
2
Colony Group
Massachusetts
$232K
3
WIP
3
Wellesley Investment Partners
Massachusetts
$0
4
SAS
4
Sage Advisory Services
Texas
$0
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$283K
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$29.4M 534,448 +30,905 +6%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$12M 218,402 +218,402 New
UBS Group
3
UBS Group
Switzerland
$7.28M 132,492 +58,587 +79%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$5.08M 92,552 +297 +0.3%
Goldman Sachs
5
Goldman Sachs
New York
$4.33M 78,858 +44,458 +129%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$3.37M 61,322 +61,322 New
PO
7
Private Ocean
California
$3.09M 56,244 +56,244 New
Ameriprise
8
Ameriprise
Minnesota
$2.57M 46,876 +46,876 New
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$2.44M 44,443 +8,443 +23%
TAIM
10
TD Ameritrade Investment Management
Nebraska
$2.31M 42,117 +18,218 +76%
BWP
11
BSW Wealth Partners
Colorado
$1.79M 32,637 +32,637 New
RCS
12
Retirement Capital Strategies
California
$1.77M 32,135 +17,720 +123%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.62M 29,518 +10,937 +59%
LPL Financial
14
LPL Financial
California
$1.31M 23,888 +15,357 +180%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.06M 19,356 +5,047 +35%
Wells Fargo
16
Wells Fargo
California
$706K 12,863 +12,230 +1,932%
TA
17
Tiedemann Advisors
New York
$668K 12,150 +12,150 New
Bank of America
18
Bank of America
North Carolina
$646K 11,764 +7,000 +147%
NAM
19
North American Management
Massachusetts
$601K 10,940 -200 -2%
FWCM
20
Ferguson Wellman Capital Management
Oregon
$553K 10,066 +10,066 New
MML Investors Services
21
MML Investors Services
Massachusetts
$372K 6,770 +6,770 New
FANJ
22
Financial Architects (New Jersey)
New Jersey
$332K 6,042 +182 +3%
GAM
23
Gould Asset Management
California
$314K 5,720 +5,720 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$283K 5,162 -1,473 -22%
Jane Street
25
Jane Street
New York
$275K 4,999 -49,356 -91%
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