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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.

New
Increased
Maintained
Reduced
Closed
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 %
BAM
151
Belpointe Asset Management
Nevada
$4.49M -$32.8K -361 -0.7%
WA
152
Wealth Alliance
New York
$4.47M +$2.15M +23,635 +93%
HWMA
153
Heritage Wealth Management (Arizona)
Arizona
$4.4M +$4.4M +48,393 New
IWS
154
Insight Wealth Strategies
California
$4.38M +$2.87M +31,556 +189%
CC
155
Copperleaf Capital
North Carolina
$4.28M -$2.84M -31,218 -40%
JIC
156
Joel Isaacson & Co
New York
$4.14M +$384K +4,220 +10%
Creative Planning
157
Creative Planning
Kansas
$3.95M +$1.23M +13,509 +45%
SHGA
158
Sand Hill Global Advisors
California
$3.9M +$434K +4,775 +13%
HHGA
159
Halbert Hargrove Global Advisors
California
$3.86M +$398K +4,382 +12%
MIM
160
Macroview Investment Management
Maryland
$3.85M +$4.54K +50 +0.1%
CIAS
161
Capital Investment Advisory Services
North Carolina
$3.74M +$50.9K +560 +1%
RSWM
162
Robertson Stephens Wealth Management
California
$3.74M +$935K +10,297 +33%
LNC
163
Lincoln National Corp
Pennsylvania
$3.72M -$7K -77 -0.2%
PA
164
Parkside Advisors
California
$3.7M +$700K +7,708 +23%
MWM
165
Merriman Wealth Management
Washington
$3.69M +$6.63K +73 +0.2%
AC
166
Apella Capital
Connecticut
$3.6M +$1.89M +20,825 +111%
ACS
167
Archford Capital Strategies
Illinois
$3.38M -$291K -3,042 -8%
PIA
168
Perennial Investment Advisors
California
$3.37M +$478K +5,255 +17%
EL
169
EQ LLC
Washington
$3.36M -$801K -8,812 -19%
FWM
170
Filbrandt Wealth Management
Wisconsin
$3.36M +$81.3K +895 +2%
WIA
171
World Investment Advisors
California
$3.3M -$83.9K -896 -2%
TCM
172
Tuttle Capital Management
Connecticut
$3.26M +$2.01M +22,098 +160%
BFEC
173
Benjamin F. Edwards & Company
Missouri
$3.17M +$793K +8,730 +33%
Citigroup
174
Citigroup
New York
$3.12M +$2.58M +28,420 +479%
PPP
175
Private Portfolio Partners
New Jersey
$3.12M -$284K -3,120 -8%
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