ESGU icon

iShares ESG Aware MSCI USA ETF
ESGU

Overview Fund Activity

551 hedge funds and large institutions have $18.1B invested in iShares ESG Aware MSCI USA ETF in 2021 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 319 increasing their positions, 90 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
+40
Holders Change %
+7.83%
% of All Funds
9.68%
Holding in Top 10
87
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+12.99%
% of All Funds
1.53%
New
70
Increased
319
Reduced
90
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$5.16B
2
LPL Financial
2
LPL Financial
California
$1.02B
3
MB
3
Mizuho Bank
Japan
$197M
4
Morgan Stanley
4
Morgan Stanley
New York
$815M
5
BlackRock
5
BlackRock
New York
$1.56B

Top Sellers

1
KFS
1
Kelly Financial Services
Massachusetts
$1.6M
2
T
2
TRUADVICE
Florida
$5.52M
3
TAIM
3
TD Ameritrade Investment Management
Nebraska
$13.4M
4
WP
4
WealthShield Partners
North Carolina
$16.4M
5
MA
5
Mutual Advisors
Nebraska
$8.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
401
AlphaCore Capital
California
$406K +$92.8K +943 +30%
LWM
402
Laidlaw Wealth Management
New York
$404K +$181K +1,833 +81%
CIBC World Market
403
CIBC World Market
Ontario, Canada
$401K -$32.2K -327 -7%
VBFP
404
Valtinson Bruner Financial Planning
Minnesota
$401K -$8.63K -83 -2%
TPCW
405
TD Private Client Wealth
New York
$400K +$142K +1,445 +55%
CFIA
406
Cantor Fitzgerald Investment Advisors
New York
$398K -$42.3K -430 -10%
B
407
Bailard
California
$393K – – –
TAM
408
Tucker Asset Management
Colorado
$389K +$211 +2 +0.1%
XF
409
XML Financial
Maryland
$385K +$9.16K +93 +2%
GDP
410
Great Diamond Partners
Maine
$374K +$22.7K +231 +6%
CL
411
CPWM LLC
Washington
$374K +$374K +3,801 New
RWM
412
RKL Wealth Management
Pennsylvania
$362K – – –
SWM
413
Sugarloaf Wealth Management
Georgia
$356K – – –
GIA
414
GHP Investment Advisors
Colorado
$350K – – –
DWM
415
Destination Wealth Management
California
$349K +$8.96K +91 +3%
ST
416
Sentinel Trust
Texas
$349K +$349K +3,544 New
HR
417
Hayden Royal
North Carolina
$346K +$54.8K +557 +19%
SF
418
Synovus Financial
Georgia
$345K – – –
1WA
419
180 Wealth Advisors
Washington
$338K +$15.4K +150 +5%
GVAG
420
Great Valley Advisor Group
Delaware
$338K +$33.1K +336 +11%
CB
421
Commerce Bank
Missouri
$338K +$338K +3,429 New
OPCM
422
Osborne Partners Capital Management
California
$332K – – –
VWA
423
VERITY Wealth Advisors
United States
$329K +$33.9K +344 +11%
PFG
424
Pacific Financial Group
Washington
$327K +$327K +3,318 New
MWM
425
MBE Wealth Management
Wisconsin
$323K -$92.1K -934 -22%
15 16
17
18 19