ESGU icon

iShares ESG Aware MSCI USA ETF
ESGU

Overview Fund Activity

648 hedge funds and large institutions have $22.3B invested in iShares ESG Aware MSCI USA ETF in 2021 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 314 increasing their positions, 117 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
648
Holders Change
+97
Holders Change %
+17.6%
% of All Funds
10.01%
Holding in Top 10
110
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+26.44%
% of All Funds
1.7%
New
142
Increased
314
Reduced
117
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$6.03B
2
BlackRock
BlackRock
New York
$1.8B
3
LPL Financial
LPL Financial
California
$1.2B
4
Bank of America
Bank of America
North Carolina
$1.61B
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$218M

Top Sellers

1
MB
Mizuho Bank
Japan
$0
2
CFG
Cooper Financial Group
California
$4.74M
3
LWM
Liberty Wealth Management
California
$20.6K
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$19.9M
5
NAG
Northstar Advisory Group
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DWT
376
Dorsey & Whitney Trust
South Dakota
$928K – – –
DWP
377
Destiny Wealth Partners
Florida
$924K – – –
ST
378
Sentinel Trust
Texas
$909K +$527K +4,885 +138%
JFG
379
JMG Financial Group
Illinois
$885K – – –
CTC
380
Central Trust Company
Missouri
$885K +$37K +343 +4%
SF
381
Synovus Financial
Georgia
$885K +$507K +4,700 +134%
FCI
382
Financial Counselors Inc
Kansas
$880K +$179K +1,661 +26%
TI
383
tru Independence
Oregon
$864K – – –
CRWM
384
Castle Rock Wealth Management
California
$852K -$398K -4,031 -32%
CA
385
CGN Advisors
Kansas
$851K +$528K +4,899 +164%
LWP
386
Lumature Wealth Partners
Georgia
$843K -$169K -1,570 -17%
CA
387
Continuum Advisory
Idaho
$837K -$39.5K -366 -5%
MWM
388
Mission Wealth Management
California
$833K +$304K +2,819 +58%
MCM
389
MAI Capital Management
Ohio
$827K +$131K +1,218 +19%
BF
390
Brooklyn FI
New York
$813K +$813K +7,532 New
AA
391
Advisory Alpha
Michigan
$812K -$3.44M -31,895 -81%
TCMP
392
Thrive Capital Management (Pennsylvania)
Pennsylvania
$810K +$810K +7,507 New
WF
393
Wayfinding Financial
Washington
$810K +$810K +8,352 New
ANTB
394
AMG National Trust Bank
Colorado
$809K – – –
SEIA
395
Signature Estate & Investment Advisors
California
$798K +$52.6K +488 +7%
CCM
396
Coldstream Capital Management
Washington
$789K -$6.69K -62 -0.8%
WS
397
Wedbush Securities
California
$787K -$320K -2,968 -29%
SPWM
398
Schrum Private Wealth Management
Florida
$779K +$779K +7,207 New
MFG
399
Merit Financial Group
Georgia
$775K -$300K -2,776 -28%
AWM
400
Axxcess Wealth Management
California
$772K +$772K +7,156 New
14 15
16
17 18