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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 %
LFA
451
Level Financial Advisors
New York
$528K – – –
CAMG
452
CWA Asset Management Group
Florida
$525K – – –
CWP
453
Concord Wealth Partners
Virginia
$519K +$18.4K +181 +4%
AFAS
454
Acorn Financial Advisory Services
Virginia
$514K +$7.61K +75 +2%
RC
455
RegentAtlantic Capital
New Jersey
$512K +$512K +5,050 New
HF
456
HRT Financial
New York
$495K -$619K -6,116 -56%
FANJ
457
Financial Architects (New Jersey)
New Jersey
$488K -$20.5K -202 -4%
PPW
458
Pinnacle Private Wealth
Massachusetts
$487K +$171K +1,688 +54%
LWMG
459
Levy Wealth Management Group
Pennsylvania
$482K +$12.7K +125 +3%
MFG
460
Magnus Financial Group
New York
$482K +$195K +1,923 +68%
XF
461
XML Financial
Maryland
$480K +$64.2K +633 +15%
PAI
462
Pittenger & Anderson Inc
Nebraska
$478K -$912 -9 -0.2%
SF
463
Synovus Financial
Georgia
$476K -$354K -3,500 -43%
ADIM
464
Alpha DNA Investment Management
Maryland
$476K +$16.9K +167 +4%
RFN
465
RDA Financial Network
Iowa
$473K +$74.4K +735 +19%
AWM
466
Axxcess Wealth Management
California
$469K -$256K -2,526 -35%
ECM
467
Evergreen Capital Management
Washington
$455K -$19.3K -190 -4%
RWM
468
RKL Wealth Management
Pennsylvania
$450K +$88.1K +870 +24%
VBFP
469
Valtinson Bruner Financial Planning
Minnesota
$444K -$49.9K -510 -10%
CIBC World Market
470
CIBC World Market
Ontario, Canada
$444K +$31.3K +308 +8%
CIBC Asset Management
471
CIBC Asset Management
Ontario, Canada
$437K – – –
RIM
472
Redwood Investment Management
Arizona
$434K +$4.76K +47 +1%
HFS
473
Howard Financial Services
Texas
$430K +$2.33K +23 +0.5%
AAM
474
Ameraudi Asset Management
New York
$429K +$27K +266 +7%
CWM
475
Congress Wealth Management
Massachusetts
$420K +$102K +1,011 +32%
17 18
19
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