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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 %
VCM
276
Vision Capital Management
Oregon
$2.25M +$48.3K +576 +2%
MCC
277
Money Concepts Capital
Florida
$2.24M +$29K +342 +1%
Millennium Management
278
Millennium Management
New York
$2.22M +$209K +2,489 +10%
TFA
279
Teamwork Financial Advisors
Texas
$2.21M -$215K -2,563 -9%
E
280
Ergoteles
New York
$2.14M +$2.14M +25,548 New
SG
281
StoneX Group
New York
$2.14M -$158K -1,878 -7%
HIM
282
Hanlon Investment Management
New Jersey
$2.12M -$24.2K -288 -1%
TWC
283
TD Waterhouse Canada
Ontario, Canada
$2.12M +$22.7K +267 +1%
BNP Paribas Financial Markets
284
BNP Paribas Financial Markets
France
$2.1M +$419K +4,990 +25%
EH
285
Equitable Holdings
New York
$2.09M +$123K +1,470 +6%
GFPC
286
Global Financial Private Client
Florida
$2.01M -$979K -11,534 -33%
AA
287
Ancora Advisors
Ohio
$2M +$300K +3,574 +18%
PTC
288
Private Trust Company
Ohio
$1.91M -$169K -2,018 -8%
NA
289
Nottingham Advisors
New York
$1.9M +$479K +5,708 +34%
OLVIG
290
Oliver Lagore Vanvalin Investment Group
Michigan
$1.88M -$283K -3,378 -13%
APC
291
Aspire Private Capital
North Carolina
$1.88M -$26.3K -314 -1%
BSB
292
Bangor Savings Bank
Maine
$1.84M -$6.04K -72 -0.3%
EWA
293
EverSource Wealth Advisors
Alabama
$1.84M +$212K +2,521 +13%
HSBC Holdings
294
HSBC Holdings
United Kingdom
$1.84M – – –
WLIM
295
White Lighthouse Investment Management
Massachusetts
$1.79M -$16.2K -193 -0.9%
RJT
296
Raymond James Trust
Florida
$1.79M – – –
LFA
297
Legacy Financial Advisors
Kentucky
$1.77M +$847K +10,091 +91%
SFG
298
Sovereign Financial Group
Connecticut
$1.76M +$266K +3,175 +18%
CAL
299
Capital Analysts LLC
Pennsylvania
$1.76M +$1.67M +19,958 +2,022%
BWL
300
Bogart Wealth LLC
Virginia
$1.74M +$49.6K +591 +3%
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