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iShares ESG Aware MSCI USA ETF
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Overview Fund Activity

425 hedge funds and large institutions have $12B invested in iShares ESG Aware MSCI USA ETF in 2020 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 246 increasing their positions, 45 reducing their positions, and 16 closing their positions.

Holders
425
Holders Change
+91
Holders Change %
+27.25%
% of All Funds
7.54%
Holding in Top 10
62
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+44.19%
% of All Funds
1.1%
New
115
Increased
246
Reduced
45
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.49B
2
Morgan Stanley
2
Morgan Stanley
New York
$467M
3
LPL Financial
3
LPL Financial
California
$578M
4
Bank of America
4
Bank of America
North Carolina
$940M
5
BlackRock
5
BlackRock
New York
$1.09B

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$62.5M
3
SMG
3
Smart Money Group
Texas
$0
4
WI
4
Wintrust Investments
Illinois
$0
5
RCS
5
Retirement Capital Strategies
California
$975K
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.49B 40,513,893 +13,138,313 +48%
BlackRock
2
BlackRock
New York
$1.09B 12,627,964 +1,464,219 +13%
Bank of America
3
Bank of America
North Carolina
$940M 10,922,292 +1,636,706 +18%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$640M 6,499,365 – –
LPL Financial
5
LPL Financial
California
$578M 6,722,730 +2,344,443 +54%
Morgan Stanley
6
Morgan Stanley
New York
$467M 5,429,467 +3,634,642 +203%
PAS
7
Park Avenue Securities
New York
$365M 4,243,548 +1,346,312 +46%
Osaic Holdings
8
Osaic Holdings
Arizona
$359M 4,166,533 +1,336,198 +47%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$247M 2,875,269 +801,321 +39%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$220M 2,559,903 +446,262 +21%
MML Investors Services
11
MML Investors Services
Massachusetts
$174M 2,026,964 +584,619 +41%
Wells Fargo
12
Wells Fargo
California
$173M 2,014,868 +402,158 +25%
5L
13
55I LLC
Massachusetts
$150M 1,748,678 +800,613 +84%
Ameriprise
14
Ameriprise
Minnesota
$113M 1,303,039 +365,690 +39%
DLIC
15
Daido Life Insurance Company
Japan
$109M 1,262,469 +623,944 +98%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$105M 1,215,131 +304,523 +33%
UBS Group
17
UBS Group
Switzerland
$85.2M 990,355 +116,716 +13%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$79.6M 925,372 +310,733 +51%
BOI
19
Bank of Italy
Italy
$69.6M 809,578 – –
WP
20
WealthSource Partners
California
$68.6M 797,517 +297,953 +60%
Betterment LLC
21
Betterment LLC
New York
$68.2M 793,209 +790,389 +28,028%
Northern Trust
22
Northern Trust
Illinois
$65.2M 758,251 +114,791 +18%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$64M 744,091 +293,403 +65%
Goldman Sachs
24
Goldman Sachs
New York
$62.5M 726,644 -129,266 -15%
SHJ
25
Sharkey, Howes & Javer
Colorado
$55.6M 646,600 +155,287 +32%
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