ESGU icon

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 %
GSWM
326
Golden State Wealth Management
California
$1.61M -$482K -4,761 -23%
WWM
327
WT Wealth Management
Arizona
$1.61M +$79.8K +787 +5%
OFP
328
OLIO Financial Planning
Virginia
$1.6M +$1.14M +11,249 +247%
NCM
329
NCM Capital Management
New Jersey
$1.59M +$1.59M +15,728 New
PA
330
Planning Alternatives
Michigan
$1.53M +$152K +1,498 +11%
VC
331
Veracity Capital
Georgia
$1.52M +$23.2K +229 +2%
WA
332
WBH Advisory
Maryland
$1.52M +$321K +3,354 +27%
OFG
333
OmniStar Financial Group
North Carolina
$1.48M +$94.9K +937 +7%
SP
334
Successful Portfolios
Florida
$1.48M -$625K -6,164 -30%
MCM
335
Mendel Capital Management
Arkansas
$1.47M +$4.56K +45 +0.3%
HGWM
336
Harvest Group Wealth Management
Massachusetts
$1.46M +$1.13M +11,130 +344%
RFC
337
Regions Financial Corp
Alabama
$1.45M -$90.1K -889 -6%
RCAG
338
Rehmann Capital Advisory Group
Michigan
$1.44M -$110K -1,088 -7%
William Blair & Company
339
William Blair & Company
Illinois
$1.43M -$334K -3,291 -19%
TA
340
TrueWealth Advisors
Alabama
$1.4M – – –
RZH
341
Relyea Zuckerberg Hanson
Connecticut
$1.4M +$1.4M +14,090 New
FWM
342
Fingerlakes Wealth Management
New York
$1.39M +$264K +2,608 +23%
C
343
CEDRUS
Colorado
$1.35M -$620K -6,117 -31%
MWA
344
MFA Wealth Advisors
Pennsylvania
$1.34M -$5.47K -54 -0.4%
GAM
345
Gould Asset Management
California
$1.31M -$204K -2,015 -13%
UB
346
UMB Bank
Missouri
$1.29M -$21.5K -212 -2%
Franklin Resources
347
Franklin Resources
California
$1.27M +$33.8K +333 +3%
CTC
348
Central Trust Company
Missouri
$1.26M +$427K +4,210 +51%
JWCA
349
J.W. Cole Advisors
Florida
$1.25M +$24K +237 +2%
TFO
350
Tarbox Family Office
California
$1.24M -$86.2K -850 -6%
12 13
14
15 16