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iShares ESG Aware MSCI USA ETF
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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$4.18B 42,399,945 +3,083,482 +8%
BlackRock
2
BlackRock
New York
$1.44B 14,578,164 +434,490 +3%
Bank of America
3
Bank of America
North Carolina
$1.29B 13,089,332 +1,204,967 +10%
LPL Financial
4
LPL Financial
California
$751M 7,627,148 +302,031 +4%
Morgan Stanley
5
Morgan Stanley
New York
$685M 6,951,955 +749,776 +12%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$640M 6,499,365 – –
Osaic Holdings
7
Osaic Holdings
Arizona
$433M 4,399,940 +229,121 +5%
PAS
8
Park Avenue Securities
New York
$427M 4,340,132 +231,549 +6%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$367M 3,724,591 +395,752 +12%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$259M 2,633,802 +44,749 +2%
5L
11
55I LLC
Massachusetts
$250M 2,537,668 +533,911 +27%
Wells Fargo
12
Wells Fargo
California
$241M 2,448,857 +161,128 +7%
MML Investors Services
13
MML Investors Services
Massachusetts
$235M 2,385,328 +170,469 +8%
BOI
14
Bank of Italy
Italy
$204M 2,068,908 +1,259,330 +156%
Betterment LLC
15
Betterment LLC
New York
$180M 1,828,818 +425,440 +30%
Ameriprise
16
Ameriprise
Minnesota
$144M 1,463,108 +78,503 +6%
Goldman Sachs
17
Goldman Sachs
New York
$138M 1,405,473 +468,074 +50%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$135M 1,372,463 +99,792 +8%
DLIC
19
Daido Life Insurance Company
Japan
$124M 1,262,469 – –
Northern Trust
20
Northern Trust
Illinois
$115M 1,164,705 +249,950 +27%
UBS Group
21
UBS Group
Switzerland
$104M 1,053,599 +20,206 +2%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$91.5M 928,806 +96,040 +12%
WP
23
WealthSource Partners
California
$82.2M 835,239 +20,807 +3%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$77.3M 785,074 -83,604 -10%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$74.7M 758,341 +299,574 +65%
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