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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
+$484M
2
Bank of America
Bank of America
North Carolina
+$141M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$120M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$103M
5
5L
55I LLC
Massachusetts
+$86.2M

Top Sellers

1
B
Barings
North Carolina
-$43.4M
2
IWC
Integrated Wealth Concepts
Massachusetts
-$21.6M
3
EH
Equitable Holdings
New York
-$18.7M
4
OLVIG
Oliver Lagore Vanvalin Investment Group
Michigan
-$16.5M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$14.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
301
Raymond James Trust
Florida
$2.16M -$163K -1,610 -7%
FA
302
FDx Advisors
Illinois
$2.11M +$492K +4,852 +30%
AA
303
Ancora Advisors
Ohio
$2.06M +$286K +2,823 +16%
SIM
304
Seaview Investment Managers
Florida
$2.04M +$2.04M +20,152 New
BWL
305
Bogart Wealth LLC
Virginia
$2.04M +$66.3K +654 +3%
BNP Paribas Financial Markets
306
BNP Paribas Financial Markets
France
$2.03M +$305K +3,010 +18%
LWAC
307
Laurel Wealth Advisors (California)
California
$2.01M +$1.56M +15,389 +346%
EWA
308
EP Wealth Advisors
California
$1.99M +$12.8K +126 +0.6%
HWM
309
Hohimer Wealth Management
Washington
$1.97M +$1.07M +10,579 +119%
EWA
310
EverSource Wealth Advisors
Alabama
$1.97M +$99.2K +979 +5%
FCA
311
FinTrust Capital Advisors
South Carolina
$1.96M -$6.79K -67 -0.3%
HWMA
312
Heritage Wealth Management (Arizona)
Arizona
$1.89M +$1.89M +18,611 New
RW
313
REDW Wealth
New Mexico
$1.88M +$150K +1,479 +9%
MWM
314
Mission Wealth Management
California
$1.87M +$1.09M +10,731 +139%
BF
315
Brooklyn FI
New York
$1.83M +$1.06M +10,492 +139%
SFG
316
Sovereign Financial Group
Connecticut
$1.8M +$65.9K +650 +4%
MNG
317
Manning & Napier Group
New York
$1.75M -$1.39M – –
NA
318
Nottingham Advisors
New York
$1.72M -$63K -622 -4%
EWM
319
Empirical Wealth Management
Washington
$1.71M -$467K -4,604 -21%
KFS
320
Kelly Financial Services
Massachusetts
$1.71M +$64.5K +636 +4%
BFA
321
Beacon Financial Advisory
Ohio
$1.67M +$170K +1,680 +11%
TB
322
Treynor Bancshares
Iowa
$1.66M -$130K -1,286 -7%
LA
323
LexAurum Advisors
Kansas
$1.65M +$227K +2,235 +16%
WFC
324
Western Financial Corp
California
$1.63M +$274K +2,705 +20%
FG
325
Foster Group
Iowa
$1.62M +$145K +1,430 +10%
11 12
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