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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 %
KA
276
Kovack Advisors
Florida
$2.69M +$314K +3,095 +13%
VCM
277
Vision Capital Management
Oregon
$2.66M +$404K +3,988 +18%
OLVIG
278
Oliver Lagore Vanvalin Investment Group
Michigan
$2.65M -$16.5M -161,232 -86%
MCC
279
Money Concepts Capital
Florida
$2.64M +$282K +2,778 +12%
VAS
280
Vestmark Advisory Solutions
Massachusetts
$2.61M +$595K +5,868 +29%
HIM
281
Hanlon Investment Management
New Jersey
$2.6M +$208K +2,053 +9%
OPWM
282
Oxinas Partners Wealth Management
Indiana
$2.55M +$100K +987 +4%
PTC
283
Private Trust Company
Ohio
$2.51M -$62.5K -617 -2%
TWC
284
TD Waterhouse Canada
Ontario, Canada
$2.51M +$348K +3,423 +16%
KCA
285
Karn Couzens & Associates
Connecticut
$2.5M +$225K +2,217 +10%
Millennium Management
286
Millennium Management
New York
$2.43M +$273K +2,689 +13%
EH
287
Equitable Holdings
New York
$2.38M -$18.7M -184,025 -89%
CCG
288
Capital CS Group
California
$2.36M -$1.7M -16,735 -42%
CAM
289
Crestone Asset Management
Colorado
$2.35M -$551K -5,432 -19%
CT
290
Cambridge Trust
Massachusetts
$2.33M -$5.47K -54 -0.2%
APC
291
Aspire Private Capital
North Carolina
$2.31M -$14.2K -140 -0.6%
D
292
Dentgroup
Louisiana
$2.31M -$225K -2,220 -9%
TC
293
TownSquare Capital
Utah
$2.3M +$1.23M +12,152 +115%
DC
294
Davenport & Co
Virginia
$2.3M +$146K +1,440 +7%
LA
295
Latitude Advisors
Florida
$2.3M +$672K +6,631 +41%
BSB
296
Bangor Savings Bank
Maine
$2.23M +$128K +1,260 +6%
HSBC Holdings
297
HSBC Holdings
United Kingdom
$2.22M -$112K -1,100 -5%
WLIM
298
White Lighthouse Investment Management
Massachusetts
$2.18M +$441K +4,352 +25%
CWM
299
Cornerstone Wealth Management
Missouri
$2.17M -$162K -1,599 -7%
VWA
300
Visionary Wealth Advisors
Illinois
$2.17M -$405K -3,998 -16%
10 11
12
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