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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.

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 Market Value Shares Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$640M 6,499,365 +6,454,922 +14,524%
BlackRock
2
BlackRock
New York
$32.5M 522,812 -11,636 -2%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$22.2M 357,209 +138,807 +64%
Goldman Sachs
4
Goldman Sachs
New York
$7.75M 124,664 +45,806 +58%
UBS Group
5
UBS Group
Switzerland
$6.25M 100,651 -31,841 -24%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$5.43M 87,352 +57,834 +196%
TAIM
7
TD Ameritrade Investment Management
Nebraska
$4.22M 67,855 +25,738 +61%
PO
8
Private Ocean
California
$3.45M 55,569 -675 -1%
RCS
9
Retirement Capital Strategies
California
$2.09M 33,567 +1,432 +4%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.89M 30,433 +11,077 +57%
FLPIM
11
F.L. Putnam Investment Management
Massachusetts
$1.66M 26,712 +26,712 New
Wells Fargo
12
Wells Fargo
California
$1.65M 26,510 +13,647 +106%
Ameriprise
13
Ameriprise
Minnesota
$1.41M 22,614 -24,262 -52%
LPL Financial
14
LPL Financial
California
$1.31M 21,030 -2,858 -12%
MML Investors Services
15
MML Investors Services
Massachusetts
$1.28M 20,529 +13,759 +203%
Citadel Advisors
16
Citadel Advisors
Florida
$1.19M 19,108 +19,108 New
NA
17
Nottingham Advisors
New York
$1.01M 16,312 +16,312 New
FWCM
18
Ferguson Wellman Capital Management
Oregon
$877K 14,111 +4,045 +40%
Bank of America
19
Bank of America
North Carolina
$849K 13,665 +1,901 +16%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$710K 11,428 -49,894 -81%
HHGA
21
Halbert Hargrove Global Advisors
California
$672K 10,816 +10,816 New
NAM
22
North American Management
Massachusetts
$658K 10,595 -345 -3%
IFAM
23
Institutional & Family Asset Management
Colorado
$574K 9,244 +5,103 +123%
UCFA
24
United Capital Financial Advisors
Texas
$432K 6,951 +2,121 +44%
GAM
25
Gould Asset Management
California
$415K 6,685 +965 +17%