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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 %
ST
401
Sentinel Trust
Texas
$766K -$88.6K -874 -10%
IWM
402
IHT Wealth Management
Illinois
$766K +$252K +2,487 +49%
LWP
403
Lumature Wealth Partners
Georgia
$762K -$29.8K -294 -4%
SEIA
404
Signature Estate & Investment Advisors
California
$762K +$12.4K +122 +2%
IWN
405
Independent Wealth Network
Iowa
$761K +$125K +1,230 +20%
ANTB
406
AMG National Trust Bank
Colorado
$760K – – –
RTS
407
Round Table Services
New Jersey
$755K +$755K +7,447 New
WAP
408
Wealthcare Advisory Partners
Pennsylvania
$750K +$264K +2,606 +54%
SVWAG
409
Sound View Wealth Advisors Group
Georgia
$748K +$178K +1,759 +31%
MWM
410
Meridian Wealth Management
Kentucky
$740K +$24.3K +240 +3%
SAM
411
Strategy Asset Managers
California
$739K +$246K +2,431 +50%
CCM
412
Coldstream Capital Management
Washington
$738K -$3.04K -30 -0.4%
CRWM
413
Castle Rock Wealth Management
California
$720K -$139K -1,395 -16%
MBFW
414
Morton Brown Family Wealth
Pennsylvania
$720K – – –
COCM
415
Charter Oak Capital Management
New Hampshire
$716K +$3.55K +35 +0.5%
1SB
416
1ST Source Bank
Indiana
$716K +$101K +995 +16%
MFA
417
Morling Financial Advisors
California
$711K +$41.1K +406 +6%
AA
418
Advisory Alpha
Michigan
$690K -$72.3K -714 -9%
FHA
419
Flagship Harbor Advisors
Massachusetts
$689K +$52.9K +522 +8%
EFL
420
ERn Financial LLC
Wisconsin
$685K +$134K +1,325 +24%
CA
421
CGN Advisors
Kansas
$681K -$118K -1,167 -15%
CPIG
422
Chicago Partners Investment Group
Illinois
$681K +$22.1K +253 +3%
ZIG
423
Zurich Insurance Group
Switzerland
$681K +$681K +6,715 New
CA
424
Continuum Advisory
Idaho
$679K -$34.9K -379 -5%
CC
425
Chicago Capital
Illinois
$679K – – –
15 16
17
18 19