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iShares ESG Aware MSCI USA ETF
ESGU

Overview Fund Activity

704 hedge funds and large institutions have $22.1B invested in iShares ESG Aware MSCI USA ETF in 2022 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 187 increasing their positions, 334 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
704
Holders Change
+41
Holders Change %
+6.18%
% of All Funds
11.36%
Holding in Top 10
105
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.25%
% of All Funds
1.69%
New
107
Increased
187
Reduced
334
Closed
52
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$370M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$109M
3
AWA
Arete Wealth Advisors
Illinois
+$98M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$62.9M
5
TLIC
Taiyo Life Insurance Company
Japan
+$44.2M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$4.05B
2
BF
Brooklyn FI
New York
-$559M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$536M
4
BlackRock
BlackRock
New York
-$170M
5
Morgan Stanley
Morgan Stanley
New York
-$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
326
WT Wealth Management
Arizona
$1.52M -$454K -5,357 -23%
RJT
327
Raymond James Trust
Florida
$1.51M -$249K -2,941 -14%
NA
328
Nottingham Advisors
New York
$1.51M -$273K -3,217 -15%
FCAM
329
First Citizens Asset Management
North Carolina
$1.46M +$1.46M +17,210 New
OFP
330
OLIO Financial Planning
Virginia
$1.46M -$154K -1,823 -10%
MNG
331
Manning & Napier Group
New York
$1.44M -$1.4M – –
WP
332
WealthPLAN Partners
Nebraska
$1.42M +$1.42M +15,467 New
WIM
333
WealthPlan Investment Management
Nebraska
$1.41M +$86.9K +950 +7%
BFM
334
Boston Financial Management
Massachusetts
$1.41M -$43.9K -518 -3%
SMWM
335
Silvia McColl Wealth Management
California
$1.41M +$1.41M +16,654 New
APC
336
Aspire Private Capital
North Carolina
$1.4M -$348K -4,101 -20%
GAM
337
Gould Asset Management
California
$1.37M +$155K +1,827 +13%
BFA
338
Beacon Financial Advisory
Ohio
$1.35M -$50.3K -594 -4%
WFC
339
Western Financial Corp
California
$1.34M -$49.3K -582 -4%
PA
340
Parallel Advisors
California
$1.31M +$148K +1,748 +13%
M&T Bank
341
M&T Bank
New York
$1.3M +$799K +9,422 +160%
TB
342
Treynor Bancshares
Iowa
$1.29M -$37.5K -442 -3%
FHC
343
First Heartland Consultants
Missouri
$1.28M -$136K -1,603 -10%
CT
344
Cambridge Trust
Massachusetts
$1.28M +$359K +4,231 +39%
MWM
345
Meridian Wealth Management
Kentucky
$1.28M +$16.4K +193 +1%
FCA
346
FinTrust Capital Advisors
South Carolina
$1.26M -$312K -3,685 -20%
RFA
347
RTD Financial Advisors
Pennsylvania
$1.25M +$97.4K +1,149 +8%
HAG
348
HF Advisory Group
Maryland
$1.24M +$1.24M +14,632 New
MCM
349
Mendel Capital Management
Arkansas
$1.24M +$8.98K +106 +0.7%
CAAS
350
Capital Asset Advisory Services
Michigan
$1.24M +$1.23M +14,569 +48,563%
12 13
14
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