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iShares ESG Aware MSCI USA ETF
ESGU

Overview Fund Activity

334 hedge funds and large institutions have $7.74B invested in iShares ESG Aware MSCI USA ETF in 2020 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 184 increasing their positions, 66 reducing their positions, and 24 closing their positions.

Holders
334
Holders Change
+34
Holders Change %
+11.33%
% of All Funds
6.76%
Holding in Top 10
43
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.88%
% of All Funds
0.87%
New
61
Increased
184
Reduced
66
Closed
24
Calls
–
Puts
$16.1M
Net Calls
-$16.1M
Net Calls Change
-$16.1M

Top Buyers

1
BlackRock
1
BlackRock
New York
$851M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.09B
3
DLIC
3
Daido Life Insurance Company
Japan
$48.7M
4
5L
4
55I LLC
Massachusetts
$72.3M
5
LPL Financial
5
LPL Financial
California
$334M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$4.64M
2
CWS
2
Cypress Wealth Services
California
$0
3
SS
3
Simplicity Solutions
Minnesota
$4.38M
4
TA
4
Tiedemann Advisors
New York
$4.28M
5
BCM
5
Brookstone Capital Management
Illinois
$11.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2.09B 27,375,580 +2,775,746 +11%
BlackRock
2
BlackRock
New York
$851M 11,163,745 +3,359,008 +43%
Bank of America
3
Bank of America
North Carolina
$708M 9,285,586 +246,943 +3%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$640M 6,499,365 – –
LPL Financial
5
LPL Financial
California
$334M 4,378,287 +460,959 +12%
PAS
6
Park Avenue Securities
New York
$221M 2,897,236 +144,892 +5%
Osaic Holdings
7
Osaic Holdings
Arizona
$215M 2,830,335 +295,395 +12%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$160M 2,113,641 +367,044 +21%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$158M 2,073,948 +116,441 +6%
Morgan Stanley
10
Morgan Stanley
New York
$137M 1,794,825 +212,382 +13%
ECM
11
ETrade Capital Management
Virginia
$136M 1,788,639 +335,374 +23%
Wells Fargo
12
Wells Fargo
California
$123M 1,612,710 +89,449 +6%
MML Investors Services
13
MML Investors Services
Massachusetts
$110M 1,442,345 +120,012 +9%
5L
14
55I LLC
Massachusetts
$72.3M 948,065 +490,496 +107%
Ameriprise
15
Ameriprise
Minnesota
$71.4M 937,349 +122,387 +15%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$69.4M 910,608 +100,681 +12%
UBS Group
17
UBS Group
Switzerland
$66.6M 873,639 +154,421 +21%
Goldman Sachs
18
Goldman Sachs
New York
$65.2M 855,910 +188,374 +28%
BOI
19
Bank of Italy
Italy
$61.7M 809,578 – –
Northern Trust
20
Northern Trust
Illinois
$49M 643,460 +85,772 +15%
DLIC
21
Daido Life Insurance Company
Japan
$48.7M 638,525 +638,525 New
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$46.8M 614,639 +294,655 +92%
WP
23
WealthSource Partners
California
$38.1M 499,564 +8,052 +2%
SHJ
24
Sharkey, Howes & Javer
Colorado
$37.4M 491,313 +52,725 +12%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$34.3M 450,688 +91,798 +26%
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