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iShares ESG Aware MSCI USA ETF
ESGU

Overview Fund Activity

551 hedge funds and large institutions have $18.1B invested in iShares ESG Aware MSCI USA ETF in 2021 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 319 increasing their positions, 90 reducing their positions, and 22 closing their positions.

Holders
551
Holders Change
+40
Holders Change %
+7.83%
% of All Funds
9.68%
Holding in Top 10
87
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+12.99%
% of All Funds
1.53%
New
70
Increased
319
Reduced
90
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$5.16B
2
LPL Financial
2
LPL Financial
California
$1.02B
3
MB
3
Mizuho Bank
Japan
$197M
4
Morgan Stanley
4
Morgan Stanley
New York
$815M
5
BlackRock
5
BlackRock
New York
$1.56B

Top Sellers

1
KFS
1
Kelly Financial Services
Massachusetts
$1.6M
2
T
2
TRUADVICE
Florida
$5.52M
3
TAIM
3
TD Ameritrade Investment Management
Nebraska
$13.4M
4
WP
4
WealthShield Partners
North Carolina
$16.4M
5
MA
5
Mutual Advisors
Nebraska
$8.41M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$5.16B 52,447,150 +10,047,205 +24%
BlackRock
2
BlackRock
New York
$1.56B 15,866,456 +1,288,292 +9%
Bank of America
3
Bank of America
North Carolina
$1.39B 14,126,271 +1,036,939 +8%
LPL Financial
4
LPL Financial
California
$1.02B 10,309,060 +2,681,912 +35%
Morgan Stanley
5
Morgan Stanley
New York
$815M 8,282,249 +1,330,294 +19%
Osaic Holdings
6
Osaic Holdings
Arizona
$531M 5,386,087 +986,147 +22%
PAS
7
Park Avenue Securities
New York
$523M 5,307,706 +967,574 +22%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$407M 4,134,536 +409,945 +11%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$322M 3,269,442 +635,640 +24%
5L
10
55I LLC
Massachusetts
$310M 3,147,954 +610,286 +24%
MML Investors Services
11
MML Investors Services
Massachusetts
$278M 2,825,136 +439,808 +18%
Wells Fargo
12
Wells Fargo
California
$252M 2,555,870 +107,013 +4%
Betterment LLC
13
Betterment LLC
New York
$205M 2,085,092 +256,274 +14%
BOI
14
Bank of Italy
Italy
$204M 2,068,908 – –
MB
15
Mizuho Bank
Japan
$197M 2,000,000 +2,000,000 New
Ameriprise
16
Ameriprise
Minnesota
$167M 1,701,458 +238,350 +16%
Goldman Sachs
17
Goldman Sachs
New York
$156M 1,585,127 +179,654 +13%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$148M 1,502,455 +129,992 +9%
DLIC
19
Daido Life Insurance Company
Japan
$124M 1,262,469 – –
Bank of New York Mellon
20
Bank of New York Mellon
New York
$124M 1,256,980 +328,174 +35%
Northern Trust
21
Northern Trust
Illinois
$118M 1,198,949 +34,244 +3%
UBS Group
22
UBS Group
Switzerland
$114M 1,156,385 +102,786 +10%
JC
23
JB Capital
Connecticut
$105M 1,066,048 +1,066,048 New
WP
24
WealthSource Partners
California
$81.9M 832,031 -3,208 -0.4%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$81.2M 824,649 +39,575 +5%
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