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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 %
MLA
351
My Legacy Advisors
Oregon
$1.24M +$1.24M +12,214 New
BFM
352
Boston Financial Management
Massachusetts
$1.24M +$64.8K +640 +6%
3LCM
353
3D/L Capital Management
Connecticut
$1.23M +$66.8K +659 +6%
FPGK
354
Financial Partners Group (Kansas)
Kansas
$1.21M +$47.1K +465 +4%
PFA
355
Pinnacle Family Advisors
Missouri
$1.2M +$44.6K +440 +4%
MSA
356
Marino Stram & Associates
Massachusetts
$1.19M +$228K +2,247 +24%
KL
357
KilterHowling LLC
Colorado
$1.19M -$135K -1,333 -10%
BBHC
358
Brown Brothers Harriman & Co
New York
$1.18M +$1.11M +10,989 +1,772%
RP
359
Riverwater Partners
Wisconsin
$1.16M -$10.8K -107 -0.9%
BONH
360
Bank of New Hampshire
New Hampshire
$1.16M -$22.8K -225 -2%
HKIMG
361
Hutchens & Kramer Investment Management Group
Indiana
$1.14M -$812 -8 -0.1%
LFA
362
Legacy Financial Advisors
Kentucky
$1.12M -$36.1K -356 -3%
RFA
363
RTD Financial Advisors
Pennsylvania
$1.12M -$810 -8 -0.1%
LAS
364
Lloyd Advisory Services
Georgia
$1.11M +$534K +5,278 +94%
BIA
365
Bigelow Investment Advisors
Maine
$1.1M +$126K +1,245 +13%
RCS
366
Retirement Capital Strategies
California
$1.07M -$13.3M -135,571 -93%
G
367
GenTrust
Florida
$1.07M +$16.4K +162 +2%
BFG
368
Beacon Financial Group
Texas
$1.06M +$6.57K +64 +0.6%
ACP
369
Aveo Capital Partners
Colorado
$1.06M +$31.2K +308 +3%
PNC Financial Services Group
370
PNC Financial Services Group
Pennsylvania
$1.05M -$846K -8,349 -45%
WANY
371
Wealthspire Advisors (New York)
New York
$1.04M -$252K -2,485 -19%
IFAM
372
Institutional & Family Asset Management
Colorado
$1.04M -$60K -592 -5%
IA
373
Integrity Advisory
Kansas
$1.03M +$1.03M +10,176 New
IGWM
374
ICA Group Wealth Management
Colorado
$1.03M +$1.03M +11,231 New
SFA
375
Sequoia Financial Advisors
Ohio
$1.02M +$65.2K +643 +7%
13 14
15
16 17