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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 %
IA
251
IFG Advisory
Georgia
$3.34M +$202K +1,991 +6%
GW
252
GW & Wade
Massachusetts
$3.29M -$176K -1,734 -5%
IF
253
Intrua Financial
Texas
$3.25M -$110K -1,086 -3%
AWM
254
Aspire Wealth Management
Massachusetts
$3.19M +$394K +3,888 +14%
RF
255
RHS Financial
California
$3.18M +$579K +5,714 +22%
EL
256
EQ LLC
Washington
$3.17M +$24.3K +240 +0.8%
MAM
257
Magellan Asset Management
Australia
$3.17M +$828K +8,175 +35%
MCWS
258
McKinley Carter Wealth Services
West Virginia
$3.09M +$353K +3,484 +13%
WP
259
WealthPLAN Partners
Nebraska
$3.02M +$441K +4,791 +17%
WIM
260
WealthPlan Investment Management
Nebraska
$3.02M +$3.02M +32,821 New
Verition Fund Management
261
Verition Fund Management
Connecticut
$3.01M +$3.01M +29,700 New
VCP
262
Verus Capital Partners
Arizona
$3M +$3M +29,670 New
CAG
263
Csenge Advisory Group
Florida
$2.94M +$658K +6,488 +29%
MD
264
Money Design
Japan
$2.94M +$413K +4,078 +16%
TFA
265
Teamwork Financial Advisors
Texas
$2.93M +$1.98M +19,569 +209%
CL
266
CPWM LLC
Washington
$2.88M +$2.5M +24,637 +648%
SPI
267
Sutton Place Investors
New York
$2.84M +$289K +3,035 +11%
RW
268
Rede Wealth
Virginia
$2.8M +$162K +1,602 +6%
KFAA
269
Klaas Financial Asset Advisors
Illinois
$2.78M +$1.52M +14,975 +120%
SG
270
StoneX Group
New York
$2.77M -$195K -1,928 -7%
LWP
271
Laurel Wealth Planning
Minnesota
$2.76M +$2.44M +24,060 +755%
QPWM
272
Quadrant Private Wealth Management
Pennsylvania
$2.74M +$589K +5,814 +27%
UCFA
273
United Capital Financial Advisors
Texas
$2.73M +$331K +3,263 +14%
Susquehanna International Group
274
Susquehanna International Group
Pennsylvania
$2.72M +$2.36M +23,272 +646%
Wealth Enhancement Advisory Services
275
Wealth Enhancement Advisory Services
Minnesota
$2.72M +$1.33M +13,001 +96%
9 10
11
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