We are live on ! Find out more
ESGU icon

iShares ESG Aware MSCI USA ETF

746 hedge funds and large institutions have $10.2B invested in iShares ESG Aware MSCI USA ETF in 2024 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 193 increasing their positions, 371 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 42

1% more funds holding

Funds holding: 738746 (+8)

2% less capital invested

Capital invested by funds: $10.4B → $10.2B (-$170M)

1.67% less ownership

Funds ownership: 81.77%80.1% (-1.7%)

32% less funds holding in top 10

Funds holding in top 10: 3121 (-10)

48% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 371

Holders
746
Holders Change
+8
Holders Change %
+1.08%
% of All Funds
10.78%
Holding in Top 10
21
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-32.26%
% of All Funds
0.3%
New
60
Increased
193
Reduced
371
Closed
42
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
$1.77B +$152M +1,322,713 +10%
JP Morgan Chase
2
JP Morgan Chase
New York
$1.28B -$35.2M -306,048 -3%
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$633M +$81.2M +707,159 +15%
Northern Trust
4
Northern Trust
Illinois
$564M +$127M +1,109,531 +31%
BlackRock
5
BlackRock
New York
$475M -$55.8M -485,599 -11%
Goldman Sachs
6
Goldman Sachs
New York
$408M -$34.9M -303,981 -8%
Betterment LLC
7
Betterment LLC
New York
$385M +$76.5M +665,825 +26%
Morgan Stanley
8
Morgan Stanley
New York
$385M +$55.9M +487,133 +18%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$346M -$199M -1,733,648 -37%
AA
10
Acorns Advisers
California
$271M +$5.15M +44,822 +2%
Wells Fargo
11
Wells Fargo
California
$270M -$9.7M -84,470 -4%
Wealthfront Advisers
12
Wealthfront Advisers
California
$203M +$3.09M +26,896 +2%
LPL Financial
13
LPL Financial
California
$172M -$64.2M -558,589 -28%
Citigroup
14
Citigroup
New York
$134M +$57.6M +501,765 +81%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$107M -$5.84M -50,861 -5%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$92M -$83.2K -724 -0.1%
Empower Advisory Group
17
Empower Advisory Group
Colorado
$91.7M -$2.78M -24,208 -3%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$64M -$13.8M -120,406 -18%
Mirae Asset Global Investments
19
Mirae Asset Global Investments
South Korea
$62.3M -$643K -5,600 -1%
BNP Paribas Financial Markets
20
BNP Paribas Financial Markets
France
$61.7M +$7.59M +66,054 +15%
PCIG
21
Partners Capital Investment Group
Massachusetts
$61.2M +$665K +5,786 +1%
Envestnet Portfolio Solutions
22
Envestnet Portfolio Solutions
Illinois
$60.7M -$28.6M -248,978 -33%
FT
23
Fiduciary Trust
Massachusetts
$59.6M +$3.39M +29,487 +6%
Ameriprise
24
Ameriprise
Minnesota
$54.5M -$7.79M -67,784 -13%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$53.7M -$9.69M -84,360 -16%