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iShares ESG Aware MSCI USA ETF

300 hedge funds and large institutions have $6.33B invested in iShares ESG Aware MSCI USA ETF in 2020 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 180 increasing their positions, 29 reducing their positions, and 14 closing their positions.

Holders
300
Holders Change
+64
Holders Change %
+27.12%
% of All Funds
6.17%
Holding in Top 10
41
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+78.26%
% of All Funds
0.84%
New
80
Increased
180
Reduced
29
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.72B 24,599,834 +11,356,193 +86%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$640M 6,499,365
Bank of America
3
Bank of America
North Carolina
$633M 9,038,643 +4,098,967 +83%
BlackRock
4
BlackRock
New York
$546M 7,804,737 +6,146,629 +371%
LPL Financial
5
LPL Financial
California
$274M 3,917,328 +1,948,363 +99%
PAS
6
Park Avenue Securities
New York
$193M 2,752,344 +1,264,420 +85%
Osaic Holdings
7
Osaic Holdings
Arizona
$177M 2,534,940 +1,059,059 +72%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$137M 1,957,507 +899,670 +85%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$122M 1,746,597 +389,957 +29%
Morgan Stanley
10
Morgan Stanley
New York
$111M 1,582,443 +860,857 +119%
Wells Fargo
11
Wells Fargo
California
$107M 1,523,261 +615,978 +68%
ECM
12
ETrade Capital Management
Virginia
$102M 1,453,265 +791,895 +120%
MML Investors Services
13
MML Investors Services
Massachusetts
$92.6M 1,322,333 +711,878 +117%
Ameriprise
14
Ameriprise
Minnesota
$57.1M 814,962 +412,937 +103%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$56.7M 809,927 +473,422 +141%
BOI
16
Bank of Italy
Italy
$56.7M 809,578 +809,578 New
UBS Group
17
UBS Group
Switzerland
$50.3M 719,218 +248,879 +53%
Goldman Sachs
18
Goldman Sachs
New York
$46.7M 667,536 +77,237 +13%
Northern Trust
19
Northern Trust
Illinois
$39M 557,688 +298,419 +115%
WP
20
WealthSource Partners
California
$34.4M 491,512 +131,402 +36%
5L
21
55I LLC
Massachusetts
$32M 457,569 +315,479 +222%
SHJ
22
Sharkey, Howes & Javer
Colorado
$30.7M 438,588 +347,149 +380%
CFG
23
Cooper Financial Group
California
$29.8M 425,269 +263,615 +163%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$25.1M 358,890 +192,360 +116%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$24.3M 347,856 +4,613 +1%