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iShares ESG Aware MSCI USA ETF

67 hedge funds and large institutions have $789M invested in iShares ESG Aware MSCI USA ETF in 2019 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 10 reducing their positions, and 6 closing their positions.

Holders
67
Holders Change
+5
Holders Change %
+8.06%
% of All Funds
1.46%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
11
Increased
32
Reduced
10
Closed
6
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
BlackRock
2
BlackRock
New York
$41M 635,731 +112,919 +22%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$34.4M 534,808 +177,599 +50%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$11.9M 184,288 +96,936 +111%
Goldman Sachs
5
Goldman Sachs
New York
$9.96M 154,269 +29,605 +24%
Wells Fargo
6
Wells Fargo
California
$5.41M 83,889 +57,379 +216%
TAIM
7
TD Ameritrade Investment Management
Nebraska
$5.2M 80,638 +12,783 +19%
UBS Group
8
UBS Group
Switzerland
$4.1M 63,456 -37,195 -37%
Ameriprise
9
Ameriprise
Minnesota
$3.82M 59,171 +36,557 +162%
FLPIM
10
F.L. Putnam Investment Management
Massachusetts
$3.74M 57,873 +31,161 +117%
PO
11
Private Ocean
California
$3.6M 55,786 +217 +0.4%
RCS
12
Retirement Capital Strategies
California
$2.22M 34,446 +879 +3%
MML Investors Services
13
MML Investors Services
Massachusetts
$2.13M 33,031 +12,502 +61%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$2.03M 31,464 +20,036 +175%
NA
15
Nottingham Advisors
New York
$2.01M 31,198 +14,886 +91%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.97M 30,578 +145 +0.5%
Bank of America
17
Bank of America
North Carolina
$1.36M 21,107 +7,442 +54%
FWCM
18
Ferguson Wellman Capital Management
Oregon
$1.27M 19,626 +5,515 +39%
LPL Financial
19
LPL Financial
California
$1.22M 18,944 -2,086 -10%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$899K 13,930 +7,481 +116%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$776K 12,040 +6,255 +108%
HHGA
22
Halbert Hargrove Global Advisors
California
$695K 10,763 -53 -0.5%
NAM
23
North American Management
Massachusetts
$695K 10,770 +175 +2%
IFAM
24
Institutional & Family Asset Management
Colorado
$592K 9,176 -68 -0.7%
UCFA
25
United Capital Financial Advisors
Texas
$560K 8,672 +1,721 +25%