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iShares ESG Aware MSCI USA ETF
ESGU

Overview Fund Activity

649 hedge funds and large institutions have $22.8B invested in iShares ESG Aware MSCI USA ETF in 2022 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 372 increasing their positions, 143 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
649
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
10.27%
Holding in Top 10
111
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.91%
% of All Funds
1.76%
New
65
Increased
372
Reduced
143
Closed
52
Calls
$314K
Puts
–
Net Calls
+$314K
Net Calls Change
+$314K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$6.15B
2
Bank of America
Bank of America
North Carolina
$1.65B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$580M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$910M
5
5L
55I LLC
Massachusetts
$436M

Top Sellers

1
B
Barings
North Carolina
$0
2
IWC
Integrated Wealth Concepts
Massachusetts
$41.5M
3
EH
Equitable Holdings
New York
$2.38M
4
OLVIG
Oliver Lagore Vanvalin Investment Group
Michigan
$2.65M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PIA
226
Perennial Investment Advisors
California
$4.13M +$1.19M +11,756 +41%
SWM
227
Spire Wealth Management
Virginia
$4.11M +$1.72M +16,989 +72%
CFG
228
Cooper Financial Group
California
$4.08M -$375K -3,703 -8%
IFWM
229
Institute for Wealth Management
Colorado
$4.08M +$48.9K +482 +1%
PCG
230
Private Capital Group
Connecticut
$4.06M +$299K +2,953 +8%
WIA
231
World Investment Advisors
California
$4M -$263K -2,599 -6%
Fidelity Investments
232
Fidelity Investments
Massachusetts
$3.99M +$510K +5,028 +15%
FWCM
233
Ferguson Wellman Capital Management
Oregon
$3.99M +$793K +7,824 +25%
WWM
234
Western Wealth Management
Colorado
$3.94M +$1.05M +10,343 +36%
HWM
235
HB Wealth Management
Georgia
$3.88M +$99.2K +979 +3%
FA
236
Financial Advisors
Massachusetts
$3.86M +$240K +2,370 +7%
DAS
237
Dynamic Advisor Solutions
Arizona
$3.73M +$1.16M +11,428 +45%
SAM
238
Strategic Asset Management
Minnesota
$3.69M +$55K +543 +2%
BWM
239
Baystate Wealth Management
Massachusetts
$3.68M +$1.09M +10,710 +42%
GRP
240
Global Retirement Partners
California
$3.67M +$3.67M +41,897 New
AWA
241
Arete Wealth Advisors
Illinois
$3.63M -$339K -3,346 -9%
GFPC
242
Global Financial Private Client
Florida
$3.58M +$342K +3,362 +11%
APA
243
American Portfolios Advisors
New York
$3.57M -$242K -2,388 -6%
SCFS
244
S.C. Financial Services
Arizona
$3.56M +$116K +1,144 +3%
AWM
245
Alterna Wealth Management
Texas
$3.47M -$32.9K -325 -0.9%
Fisher Asset Management
246
Fisher Asset Management
Washington
$3.47M +$492K +4,853 +17%
DT
247
Diversified Trust
Tennessee
$3.46M -$172K -1,697 -5%
MFA
248
Mayflower Financial Advisors
Massachusetts
$3.4M +$1.38M +22,201 +68%
TPWA
249
TRUE Private Wealth Advisors
Oregon
$3.4M -$612K -6,386 -15%
GCA
250
Greenwood Capital Associates
South Carolina
$3.39M -$1.97M -19,414 -37%
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