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iShares ESG Aware MSCI USA ETF
ESGU

Overview Fund Activity

487 hedge funds and large institutions have $13.3B invested in iShares ESG Aware MSCI USA ETF in 2021 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 225 increasing their positions, 128 reducing their positions, and 28 closing their positions.

Holders
487
Holders Change
+62
Holders Change %
+14.59%
% of All Funds
8.58%
Holding in Top 10
74
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+19.35%
% of All Funds
1.3%
New
94
Increased
225
Reduced
128
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.29B
2
MB
2
Mizuho Bank
Japan
$109M
3
Bank of America
3
Bank of America
North Carolina
$1.08B
4
Morgan Stanley
4
Morgan Stanley
New York
$564M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$302M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.57B
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$386K
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$235M
4
FI
4
FormulaFolio Investments
Michigan
$1K
5
SS
5
Simplicity Solutions
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
101
Sowell Financial Services
Arkansas
$9.82M +$2.81M +29,370 +40%
AF
102
Advisornet Financial
Minnesota
$9.76M -$1.52M -16,741 -13%
FWP
103
Firethorn Wealth Partners
Georgia
$9.7M -$1.3M -14,286 -12%
MCIA
104
Mountain Capital Investment Advisors
Colorado
$9.63M +$458K +4,829 +5%
SPAS
105
Spectrum Planning & Advisory Services
California
$9.26M -$669K -7,366 -7%
FLPIM
106
F.L. Putnam Investment Management
Massachusetts
$9.12M -$405K -4,459 -4%
T
107
TRUADVICE
Florida
$8.94M -$5.04M -52,315 -36%
PWM
108
Perigon Wealth Management
California
$8.92M +$3.44M +37,812 +63%
WF
109
Williams Financial
Vermont
$8.8M -$462K -5,079 -5%
NFG
110
Next Financial Group
Texas
$8.76M +$477K +5,247 +6%
MSWMA
111
Market Street Wealth Management Advisors
Indiana
$8.5M +$8.5M +93,553 New
CA
112
Cetera Advisors
Colorado
$8.45M +$601K +6,612 +8%
PG
113
Prostatis Group
Maryland
$8.43M +$8.43M +92,737 New
4WM
114
4J Wealth Management
Virginia
$8.34M +$20.4K +224 +0.2%
HPWM
115
Highland Private Wealth Management
Washington
$8.32M +$692K +7,616 +9%
TWM
116
Tradition Wealth Management
Minnesota
$8.17M +$284K +3,121 +4%
PAG
117
Private Advisor Group
New Jersey
$7.9M +$3.56M +39,143 +82%
TF
118
Trek Financial
Arizona
$7.9M -$502K -5,528 -6%
RJA
119
Raymond James & Associates
Florida
$7.58M -$406K -4,469 -5%
PFGIA
120
Patriot Financial Group Insurance Agency
Massachusetts
$7.11M -$143K -1,574 -2%
MA
121
Mutual Advisors
Nebraska
$6.99M +$1.26M +13,856 +22%
CSWG
122
Cardinal Strategic Wealth Guidance
Kentucky
$6.79M +$6.79M +74,731 New
GWM
123
GSB Wealth Management
Connecticut
$6.57M +$6.57M +72,292 New
SEI Investments
124
SEI Investments
Pennsylvania
$6.45M – – –
TCA
125
Transcend Capital Advisors
New Jersey
$6.33M +$6.33M +69,709 New
3 4
5
6 7