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iShares ESG Aware MSCI USA ETF

752 hedge funds and large institutions have $11.9B invested in iShares ESG Aware MSCI USA ETF in 2023 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 271 increasing their positions, 282 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 46

12% more capital invested

Capital invested by funds: $10.6B → $11.9B (+$1.28B)

8% more funds holding

Funds holding: 699752 (+53)

7% more funds holding in top 10

Funds holding in top 10: 4548 (+3)

1.02% more ownership

Funds ownership: 88.52%89.54% (+1%)

4% less repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 282

Holders
752
Holders Change
+53
Holders Change %
+7.58%
% of All Funds
10.97%
Holding in Top 10
48
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.67%
% of All Funds
0.7%
New
107
Increased
271
Reduced
282
Closed
46
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.42B +$55.4M +565,540 +4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.33B +$37.4M +382,145 +3%
JP Morgan Chase
3
JP Morgan Chase
New York
$1.12B +$231M +2,354,004 +28%
Morgan Stanley
4
Morgan Stanley
New York
$668M +$348M +3,554,559 +126%
BlackRock
5
BlackRock
New York
$554M -$20M -204,317 -4%
TIAA Trust, National Association
6
TIAA Trust, National Association
North Carolina
$481M +$1.97M +20,119 +0.4%
Goldman Sachs
7
Goldman Sachs
New York
$399M +$10.3M +105,375 +3%
LPL Financial
8
LPL Financial
California
$353M +$1.64M +16,780 +0.5%
Northern Trust
9
Northern Trust
Illinois
$325M -$143M -1,460,948 -32%
Betterment LLC
10
Betterment LLC
New York
$268M -$1.13M -11,548 -0.5%
Wells Fargo
11
Wells Fargo
California
$253M -$6.56M -66,931 -3%
AA
12
Acorns Advisers
California
$230M +$4.43M +45,234 +2%
BOI
13
Bank of Italy
Italy
$217M
Envestnet Portfolio Solutions
14
Envestnet Portfolio Solutions
Illinois
$198M +$10.5M +107,590 +6%
Wealthfront Advisers
15
Wealthfront Advisers
California
$162M +$7.67M +78,338 +5%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$160M -$1.42M -14,460 -0.9%
PAS
17
Park Avenue Securities
New York
$154M +$3.54M +36,129 +3%
Osaic Holdings
18
Osaic Holdings
Arizona
$136M -$52.7M -537,926 -29%
SMFG
19
Sumitomo Mitsui Financial Group
Japan
$122M +$9.17M +93,614 +9%
MML Investors Services
20
MML Investors Services
Massachusetts
$120M +$4.35M +44,388 +4%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$111M -$4.14M -42,318 -4%
Empower Advisory Group
22
Empower Advisory Group
Colorado
$86.7M -$983K -10,040 -1%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$77.1M +$4.18M +42,723 +6%
Ameriprise
24
Ameriprise
Minnesota
$74M +$646K +6,598 +0.9%
Mirae Asset Global Investments
25
Mirae Asset Global Investments
South Korea
$67.4M -$16.6M -170,000 -21%