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iShares ESG Advanced MSCI USA ETF
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Overview Fund Activity

34 hedge funds and large institutions have $78.2M invested in iShares ESG Advanced MSCI USA ETF in 2020 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.

Holders
34
Holders Change
+30
Holders Change %
+750%
% of All Funds
0.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
31
Increased
1
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$56.2M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$5.37M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$2.34M
4
PAS
4
Park Avenue Securities
New York
$2.25M
5
5L
5
55I LLC
Massachusetts
$1.35M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$1.62M
2
BlackRock
2
BlackRock
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$56.2M 1,795,083 +1,795,083 New
Osaic Holdings
2
Osaic Holdings
Arizona
$5.37M 171,639 +171,639 New
MML Investors Services
3
MML Investors Services
Massachusetts
$2.34M 74,848 +74,848 New
PAS
4
Park Avenue Securities
New York
$2.25M 71,916 +71,916 New
FTUS
5
Flow Traders U.S.
New York
$1.62M 51,647 -153,141 -75%
5L
6
55I LLC
Massachusetts
$1.35M 43,038 +43,038 New
ACP
7
Ashfield Capital Partners
California
$1.09M 34,850 +34,850 New
WP
8
WealthSource Partners
California
$976K 31,188 +31,188 New
Goldman Sachs
9
Goldman Sachs
New York
$898K 28,686 +28,686 New
AI
10
Accredited Investors
Minnesota
$665K 21,234 +1,058 +5%
HGWM
11
Horst & Graben Wealth Management
Oregon
$505K 16,132 +16,132 New
APW
12
Austin Private Wealth
Texas
$475K 15,177 +15,177 New
PFGIA
13
Patriot Financial Group Insurance Agency
Massachusetts
$360K 11,504 +11,504 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$357K 11,405 +11,405 New
HF
15
HRT Financial
New York
$341K 10,902 +10,902 New
LPL Financial
16
LPL Financial
California
$312K 9,949 +9,949 New
Prudential Financial
17
Prudential Financial
New Jersey
$307K 9,805 +9,805 New
SCA
18
Snowden Capital Advisors
New York
$294K 9,394 +9,394 New
CRWM
19
Castle Rock Wealth Management
California
$284K 8,802 +8,802 New
SHJ
20
Sharkey, Howes & Javer
Colorado
$283K 9,045 +9,045 New
RIA
21
Regal Investment Advisors
Michigan
$277K 8,845 +8,845 New
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
– – – –
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$239K 6,597 – –
VHAM
24
Van Hulzen Asset Management
California
$235K 7,500 +7,500 New
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$229K 7,306 +7,306 New
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