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iShares ESG Aware MSCI USA ETF

111 hedge funds and large institutions have $1.21B invested in iShares ESG Aware MSCI USA ETF in 2019 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 46 increasing their positions, 13 reducing their positions, and 3 closing their positions.

Holders
111
Holders Change
+32
Holders Change %
+40.51%
% of All Funds
2.19%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.08%
New
36
Increased
46
Reduced
13
Closed
3
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
$238M 3,338,315 +391,338 +13%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$59.6M 835,402 +207,422 +33%
BlackRock
4
BlackRock
New York
$44.5M 623,798 -13,804 -2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$36M 505,354 +174,978 +53%
Goldman Sachs
6
Goldman Sachs
New York
$34.1M 478,298 +322,103 +206%
Wells Fargo
7
Wells Fargo
California
$23.2M 325,567 +96,053 +42%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$13.8M 192,914 +93,834 +95%
FLPIM
9
F.L. Putnam Investment Management
Massachusetts
$13.7M 191,457 +38,963 +26%
TAIM
10
TD Ameritrade Investment Management
Nebraska
$8.77M 123,011 +20,301 +20%
UBS Group
11
UBS Group
Switzerland
$8.65M 121,343 +54,923 +83%
PFG
12
PAX Financial Group
Texas
$8.46M 112,436 +112,436 New
Jane Street
13
Jane Street
New York
$5.74M 80,539 +80,539 New
Ameriprise
14
Ameriprise
Minnesota
$5.45M 76,351 +9,034 +13%
HPWM
15
Highland Private Wealth Management
Washington
$4.86M 68,183 +68,183 New
PO
16
Private Ocean
California
$3.84M 53,789 -1,132 -2%
VFM
17
Vivid Financial Management
California
$3.77M 50,837 +50,837 New
RCS
18
Retirement Capital Strategies
California
$3.13M 43,935 +13,705 +45%
KeyBank National Association
19
KeyBank National Association
Ohio
$3.03M 42,490 +3,581 +9%
MML Investors Services
20
MML Investors Services
Massachusetts
$3M 42,051 +6,002 +17%
NA
21
Nottingham Advisors
New York
$2.46M 34,447 +2,829 +9%
BEC
22
Blue Edge Capital
Virginia
$2.24M 31,378 +15,052 +92%
HHGA
23
Halbert Hargrove Global Advisors
California
$2.21M 30,955 +10,547 +52%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$2M 27,986 +10,801 +63%
LPL Financial
25
LPL Financial
California
$1.95M 27,310 +5,543 +25%