ESGU icon

iShares ESG Aware MSCI USA ETF
ESGU

Overview Fund Activity

648 hedge funds and large institutions have $22.3B invested in iShares ESG Aware MSCI USA ETF in 2021 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 314 increasing their positions, 117 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
648
Holders Change
+97
Holders Change %
+17.6%
% of All Funds
10.01%
Holding in Top 10
110
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+26.44%
% of All Funds
1.7%
New
142
Increased
314
Reduced
117
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$6.03B
2
BlackRock
BlackRock
New York
$1.8B
3
LPL Financial
LPL Financial
California
$1.2B
4
Bank of America
Bank of America
North Carolina
$1.61B
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$218M

Top Sellers

1
MB
Mizuho Bank
Japan
$0
2
CFG
Cooper Financial Group
California
$4.74M
3
LWM
Liberty Wealth Management
California
$20.6K
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$19.9M
5
NAG
Northstar Advisory Group
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WIA
226
World Investment Advisors
California
$4.26M +$257K +2,545 +6%
AWA
227
Arete Wealth Advisors
Illinois
$4.25M +$33.5K +309 +0.8%
SWG
228
Summit Wealth Group
Vermont
$4.22M +$1.49M +13,784 +54%
TC
229
Trilogy Capital
California
$4.22M +$105K +973 +3%
LSAG
230
Lake Street Advisors Group
New Hampshire
$4.11M +$12.1K +112 +0.3%
APA
231
American Portfolios Advisors
New York
$4.06M -$215K -1,997 -5%
HWM
232
HB Wealth Management
Georgia
$4.02M +$4.02M +37,298 New
PCG
233
Private Capital Group
Connecticut
$4.01M +$212K +1,964 +6%
HSBC Holdings
234
HSBC Holdings
United Kingdom
$3.89M +$3.89M +23,000 New
DT
235
Diversified Trust
Tennessee
$3.87M +$54.5K +505 +1%
SAM
236
Strategic Asset Management
Minnesota
$3.87M +$221K +2,044 +6%
FA
237
Financial Advisors
Massachusetts
$3.86M +$306K +2,834 +9%
AG
238
Ascent Group
Virginia
$3.79M +$3.79M +38,329 New
AWM
239
Alterna Wealth Management
Texas
$3.73M +$3.73M +34,595 New
Fidelity Investments
240
Fidelity Investments
Massachusetts
$3.7M +$659K +6,109 +22%
GW
241
GW & Wade
Massachusetts
$3.68M +$420K +3,893 +13%
CFD
242
Creative Financial Designs
Indiana
$3.63M +$537K +4,975 +17%
IF
243
Intrua Financial
Texas
$3.58M -$485K -4,494 -12%
SCFS
244
S.C. Financial Services
Arizona
$3.57M +$3.57M +33,994 New
PFM
245
Parsec Financial Management
North Carolina
$3.54M +$106K +983 +3%
GFPC
246
Global Financial Private Client
Florida
$3.44M +$224K +2,075 +7%
FWCM
247
Ferguson Wellman Capital Management
Oregon
$3.4M +$191K +1,769 +6%
EL
248
EQ LLC
Washington
$3.35M -$345K -3,202 -9%
IA
249
IFG Advisory
Georgia
$3.34M +$736K +6,824 +28%
Fisher Asset Management
250
Fisher Asset Management
Washington
$3.17M +$581K +5,383 +22%
8 9
10
11 12