ESGU icon

iShares ESG Aware MSCI USA ETF
ESGU

Overview Fund Activity

658 hedge funds and large institutions have $19.3B invested in iShares ESG Aware MSCI USA ETF in 2022 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 282 increasing their positions, 236 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
658
Holders Change
+9
Holders Change %
+1.39%
% of All Funds
11.13%
Holding in Top 10
104
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.31%
% of All Funds
1.76%
New
76
Increased
282
Reduced
236
Closed
58
Calls
$277K
Puts
–
Net Calls
+$277K
Net Calls Change
-$37K

Top Buyers

1
TF
TIAA FSB
Florida
$339M
2
SMFG
Sumitomo Mitsui Financial Group
Japan
$74.3M
3
Bank of America
Bank of America
North Carolina
$1.43B
4
TLIC
Taiyo Life Insurance Company
Japan
$65.9M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$53.2M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$50.4M
2
BF
Brooklyn FI
New York
$486K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.88B
4
BlackRock
BlackRock
New York
$1.29B
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$18.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCA
251
Greenwood Capital Associates
South Carolina
$2.97M +$165K +1,967 +6%
LWP
252
Laurel Wealth Planning
Minnesota
$2.95M +$666K +7,936 +29%
APA
253
American Portfolios Advisors
New York
$2.93M -$25.5K -304 -0.9%
TPWA
254
TRUE Private Wealth Advisors
Oregon
$2.92M -$54K -644 -2%
MCWS
255
McKinley Carter Wealth Services
West Virginia
$2.76M +$204K +2,431 +8%
FA
256
Financial Advisors
Massachusetts
$2.75M -$447K -5,326 -14%
CAG
257
Csenge Advisory Group
Florida
$2.75M +$313K +3,728 +13%
MLA
258
My Legacy Advisors
Oregon
$2.75M +$1.7M +19,853 +163%
VAS
259
Vestmark Advisory Solutions
Massachusetts
$2.71M +$543K +6,470 +25%
MWM
260
Mission Wealth Management
California
$2.66M +$1.11M +13,269 +72%
MAM
261
Magellan Asset Management
Australia
$2.63M – – –
VCP
262
Verus Capital Partners
Arizona
$2.62M +$134K +1,597 +5%
EL
263
EQ LLC
Washington
$2.6M -$23.9K -285 -0.9%
Wealth Enhancement Advisory Services
264
Wealth Enhancement Advisory Services
Minnesota
$2.6M +$307K +3,537 +13%
AWA
265
Arete Wealth Advisors
Illinois
$2.6M -$409K -4,872 -14%
DT
266
Diversified Trust
Tennessee
$2.59M -$281K -3,347 -10%
RSWM
267
Robertson Stephens Wealth Management
California
$2.53M -$3.78M -45,021 -60%
KFAA
268
Klaas Financial Asset Advisors
Illinois
$2.51M +$214K +2,547 +9%
SCFS
269
S.C. Financial Services
Arizona
$2.43M -$519K -6,185 -18%
SPI
270
Sutton Place Investors
New York
$2.41M -$96.7K -1,153 -4%
IF
271
Intrua Financial
Texas
$2.4M -$295K -3,515 -11%
CL
272
CPWM LLC
Washington
$2.39M +$7.89K +94 +0.3%
QPWM
273
Quadrant Private Wealth Management
Pennsylvania
$2.38M +$110K +1,313 +5%
FA
274
FDx Advisors
Illinois
$2.38M +$634K +7,552 +36%
CAM
275
Crestone Asset Management
Colorado
$2.32M +$376K +4,487 +19%
9 10
11
12 13