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iShares ESG Aware MSCI USA ETF

62 hedge funds and large institutions have $746M invested in iShares ESG Aware MSCI USA ETF in 2019 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 24 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

757% more capital invested

Capital invested by funds: $87M → $746M (+$659M)

375% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 4

212.46% more ownership

Funds ownership: 70.43%282.89% (+212%)

140% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 10

27% more funds holding

Funds holding: 4962 (+13)

Holders
62
Holders Change
+13
Holders Change %
+26.53%
% of All Funds
1.34%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
19
Increased
24
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$640M +$385M +6,454,922 +14,524%
BlackRock
2
BlackRock
New York
$32.5M -$694K -11,636 -2%
JP Morgan Chase
3
JP Morgan Chase
New York
$22.2M +$8.28M +138,807 +64%
Goldman Sachs
4
Goldman Sachs
New York
$7.75M +$2.73M +45,806 +58%
UBS Group
5
UBS Group
Switzerland
$6.25M -$1.9M -31,841 -24%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$5.43M +$3.45M +57,834 +196%
TAIM
7
TD Ameritrade Investment Management
Nebraska
$4.22M +$1.54M +25,738 +61%
PO
8
Private Ocean
California
$3.45M -$40.3K -675 -1%
RCS
9
Retirement Capital Strategies
California
$2.09M +$85.4K +1,432 +4%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.89M +$661K +11,077 +57%
FLPIM
11
F.L. Putnam Investment Management
Massachusetts
$1.66M +$1.59M +26,712 New
Wells Fargo
12
Wells Fargo
California
$1.65M +$814K +13,647 +106%
Ameriprise
13
Ameriprise
Minnesota
$1.41M -$1.45M -24,262 -52%
LPL Financial
14
LPL Financial
California
$1.31M -$171K -2,858 -12%
MML Investors Services
15
MML Investors Services
Massachusetts
$1.28M +$821K +13,759 +203%
Citadel Advisors
16
Citadel Advisors
Florida
$1.19M +$1.14M +19,108 New
NA
17
Nottingham Advisors
New York
$1.01M +$973K +16,312 New
FWCM
18
Ferguson Wellman Capital Management
Oregon
$877K +$241K +4,045 +40%
Bank of America
19
Bank of America
North Carolina
$849K +$113K +1,901 +16%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$710K -$2.98M -49,894 -81%
HHGA
21
Halbert Hargrove Global Advisors
California
$672K +$645K +10,816 New
NAM
22
North American Management
Massachusetts
$658K -$20.6K -345 -3%
IFAM
23
Institutional & Family Asset Management
Colorado
$574K +$304K +5,103 +123%
UCFA
24
United Capital Financial Advisors
Texas
$432K +$127K +2,121 +44%
GAM
25
Gould Asset Management
California
$415K +$57.6K +965 +17%