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iShares ESG Aware MSCI USA ETF
ESGU

Overview Fund Activity

511 hedge funds and large institutions have $15.7B invested in iShares ESG Aware MSCI USA ETF in 2021 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 294 increasing their positions, 102 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
511
Holders Change
+24
Holders Change %
+4.93%
% of All Funds
8.92%
Holding in Top 10
77
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.05%
% of All Funds
1.34%
New
61
Increased
294
Reduced
102
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$4.18B
2
BOI
2
Bank of Italy
Italy
$204M
3
Bank of America
3
Bank of America
North Carolina
$1.29B
4
Morgan Stanley
4
Morgan Stanley
New York
$685M
5
5L
5
55I LLC
Massachusetts
$250M

Top Sellers

1
MB
1
Mizuho Bank
Japan
$0
2
BRC
2
BHF RG Capital
Arizona
$10.2M
3
FTUS
3
Flow Traders U.S.
New York
$0
4
CWS
4
Cypress Wealth Services
California
$17.7M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$77.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
151
Concorde Asset Management
Michigan
$5.67M +$227K +2,307 +4%
JIC
152
Joel Isaacson & Co
New York
$5.64M +$1.15M +11,683 +26%
GCA
153
Greenwood Capital Associates
South Carolina
$5.53M +$109K +1,110 +2%
TA
154
Tiedemann Advisors
New York
$5.48M +$381K +3,864 +7%
PL
155
Plancorp LLC
Missouri
$5.47M +$161K +1,640 +3%
SPC
156
Sigma Planning Corp
Michigan
$5.33M -$22.5K -228 -0.4%
RSWM
157
Robertson Stephens Wealth Management
California
$5.32M +$1.27M +12,943 +31%
HHGA
158
Halbert Hargrove Global Advisors
California
$5.19M +$1.01M +10,287 +24%
SFS
159
Sowell Financial Services
Arkansas
$5.18M -$4.92M -49,930 -49%
PA
160
Parkside Advisors
California
$5.14M +$1.13M +11,468 +28%
PCM
161
Piedmont Capital Management
Montana
$5.11M +$5.11M +100,559 New
BOH
162
Bank of Hawaii
Hawaii
$5.07M +$2.61M +26,457 +106%
BAM
163
Belpointe Asset Management
Nevada
$5.04M +$180K +1,833 +4%
CCFM
164
Clear Creek Financial Management
Washington
$5M +$5M +50,783 New
SHGA
165
Sand Hill Global Advisors
California
$4.97M +$745K +7,567 +18%
PA
166
PFG Advisors
Arizona
$4.97M +$2.01M +20,368 +68%
AC
167
Apella Capital
Connecticut
$4.9M +$1M +10,172 +26%
ACS
168
Archford Capital Strategies
Illinois
$4.89M +$1.41M +14,297 +40%
MIAN
169
Mariner Independent Advisor Network
Kansas
$4.84M +$1.82M +18,506 +60%
HF
170
HRT Financial
New York
$4.81M +$4.81M +48,872 New
CC
171
Copperleaf Capital
North Carolina
$4.61M -$28.5K -289 -0.6%
MIM
172
Macroview Investment Management
Maryland
$4.3M +$127K +1,286 +3%
LNWWM
173
Laird Norton Wetherby Wealth Management
California
$4.28M +$4.28M +43,489 New
LNC
174
Lincoln National Corp
Pennsylvania
$4.28M +$247K +2,506 +6%
MMA
175
Miracle Mile Advisors
California
$4.26M +$1.4M +14,212 +49%
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