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iShares ESG Aware MSCI USA ETF

79 hedge funds and large institutions have $1.03B invested in iShares ESG Aware MSCI USA ETF in 2019 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 35 increasing their positions, 9 reducing their positions, and 5 closing their positions.

Holders
79
Holders Change
+12
Holders Change %
+17.91%
% of All Funds
1.74%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
35
Reduced
9
Closed
5
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
Bank of America
2
Bank of America
North Carolina
$193M 2,946,977 +2,925,870 +13,862%
BlackRock
3
BlackRock
New York
$41.7M 637,602 +1,871 +0.3%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$41.1M 627,980 +93,172 +17%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$21.6M 330,376 +146,088 +79%
Wells Fargo
6
Wells Fargo
California
$15M 229,514 +145,625 +174%
Goldman Sachs
7
Goldman Sachs
New York
$10.2M 156,195 +1,926 +1%
FLPIM
8
F.L. Putnam Investment Management
Massachusetts
$9.97M 152,494 +94,621 +163%
TAIM
9
TD Ameritrade Investment Management
Nebraska
$6.71M 102,710 +22,072 +27%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$6.48M 99,080 +68,502 +224%
Ameriprise
11
Ameriprise
Minnesota
$4.4M 67,317 +8,146 +14%
UBS Group
12
UBS Group
Switzerland
$4.34M 66,420 +2,964 +5%
PO
13
Private Ocean
California
$3.59M 54,921 -865 -2%
KeyBank National Association
14
KeyBank National Association
Ohio
$2.54M 38,909 +38,909 New
MML Investors Services
15
MML Investors Services
Massachusetts
$2.36M 36,049 +3,018 +9%
NA
16
Nottingham Advisors
New York
$2.07M 31,618 +420 +1%
RCS
17
Retirement Capital Strategies
California
$1.98M 30,230 -4,216 -12%
LPL Financial
18
LPL Financial
California
$1.42M 21,767 +2,823 +15%
FWCM
19
Ferguson Wellman Capital Management
Oregon
$1.41M 21,598 +1,972 +10%
HHGA
20
Halbert Hargrove Global Advisors
California
$1.33M 20,408 +9,645 +90%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.12M 17,185 +5,145 +43%
BEC
22
Blue Edge Capital
Virginia
$1.07M 16,326 +8,061 +98%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$954K 14,597 +667 +5%
LFA
24
Legacy Financial Advisors
Kentucky
$835K 12,775 +9,407 +279%
SFS
25
Sowell Financial Services
Arkansas
$798K 12,201 +12,201 New