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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.57B 39,316,463 -1,197,430 -3%
BlackRock
2
BlackRock
New York
$1.29B 14,143,674 +1,515,710 +12%
Bank of America
3
Bank of America
North Carolina
$1.08B 11,884,365 +962,073 +9%
LPL Financial
4
LPL Financial
California
$666M 7,325,117 +602,387 +9%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$640M 6,499,365 – –
Morgan Stanley
6
Morgan Stanley
New York
$564M 6,202,179 +772,712 +14%
Osaic Holdings
7
Osaic Holdings
Arizona
$379M 4,170,819 +4,286 +0.1%
PAS
8
Park Avenue Securities
New York
$373M 4,108,583 -134,965 -3%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$302M 3,328,839 +768,936 +30%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$235M 2,589,053 -286,216 -10%
Wells Fargo
11
Wells Fargo
California
$208M 2,287,729 +272,861 +14%
MML Investors Services
12
MML Investors Services
Massachusetts
$201M 2,214,859 +187,895 +9%
5L
13
55I LLC
Massachusetts
$182M 2,003,757 +255,079 +15%
Betterment LLC
14
Betterment LLC
New York
$128M 1,403,378 +610,169 +77%
Ameriprise
15
Ameriprise
Minnesota
$126M 1,384,605 +81,566 +6%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$116M 1,272,671 +57,540 +5%
DLIC
17
Daido Life Insurance Company
Japan
$115M 1,262,469 – –
MB
18
Mizuho Bank
Japan
$109M 1,200,000 +1,200,000 New
UBS Group
19
UBS Group
Switzerland
$93.9M 1,033,393 +43,038 +4%
Goldman Sachs
20
Goldman Sachs
New York
$85.2M 937,399 +210,755 +29%
Northern Trust
21
Northern Trust
Illinois
$83.1M 914,755 +156,504 +21%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$78.9M 868,678 -56,694 -6%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$75.7M 832,766 +88,675 +12%
WP
24
WealthSource Partners
California
$74M 814,432 +16,915 +2%
BOI
25
Bank of Italy
Italy
$73.6M 809,578 – –
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