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iShares ESG Aware MSCI USA ETF
ESGU

Overview Fund Activity

697 hedge funds and large institutions have $10.6B invested in iShares ESG Aware MSCI USA ETF in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 158 increasing their positions, 369 reducing their positions, and 51 closing their positions.

Holders
697
Holders Change
-5
Holders Change %
-0.71%
% of All Funds
11.12%
Holding in Top 10
45
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-19.64%
% of All Funds
0.72%
New
57
Increased
158
Reduced
369
Closed
51
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$429M
2
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$167M
3
SMFG
3
Sumitomo Mitsui Financial Group
Japan
$100M
4
VMPIC
4
Varma Mutual Pension Insurance Co
Finland
$85.8M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$24.1M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.16B
2
LPL Financial
2
LPL Financial
California
$314M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$144M
4
Bank of America
4
Bank of America
North Carolina
$1.22B
5
Morgan Stanley
5
Morgan Stanley
New York
$264M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.22B 12,962,651 -1,064,977 -8%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.16B 12,318,824 -8,615,705 -41%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$781M 8,320,874 -480,786 -5%
BlackRock
4
BlackRock
New York
$515M 5,484,332 -603,300 -10%
TIAA Trust, National Association
5
TIAA Trust, National Association
North Carolina
$429M 4,563,090 +4,563,090 New
Northern Trust
6
Northern Trust
Illinois
$428M 4,560,992 +152,203 +3%
Goldman Sachs
7
Goldman Sachs
New York
$347M 3,699,432 -39,717 -1%
LPL Financial
8
LPL Financial
California
$314M 3,348,313 -1,418,868 -30%
Morgan Stanley
9
Morgan Stanley
New York
$264M 2,813,243 -1,000,202 -26%
MB
10
Mizuho Bank
Japan
$244M 2,500,000 – –
Betterment LLC
11
Betterment LLC
New York
$241M 2,565,032 -6,798 -0.3%
Wells Fargo
12
Wells Fargo
California
$233M 2,482,705 -57,858 -2%
AA
13
Acorns Advisers
California
$202M 2,146,269 +52,127 +2%
BOI
14
Bank of Italy
Italy
$194M 2,068,908 – –
Osaic Holdings
15
Osaic Holdings
Arizona
$172M 1,835,691 -299,505 -14%
Envestnet Portfolio Solutions
16
Envestnet Portfolio Solutions
Illinois
$167M 1,777,982 +1,777,982 New
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$144M 1,537,145 -1,230,542 -44%
Wealthfront Advisers
18
Wealthfront Advisers
California
$137M 1,461,206 +53,091 +4%
PAS
19
Park Avenue Securities
New York
$134M 1,427,041 -600,383 -30%
TLIC
20
Taiyo Life Insurance Company
Japan
$123M 1,307,000 – –
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$103M 1,099,700 -123,549 -10%
MML Investors Services
22
MML Investors Services
Massachusetts
$103M 1,096,932 -356,855 -25%
SMFG
23
Sumitomo Mitsui Financial Group
Japan
$100M 1,067,000 +1,067,000 New
VMPIC
24
Varma Mutual Pension Insurance Co
Finland
$85.8M 913,494 +913,494 New
JPMPWA
25
J.P. Morgan Private Wealth Advisors
California
$82.1M 873,962 +20,687 +2%
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