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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.

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
1
Envestnet Asset Management
Illinois
$6.15B
2
Bank of America
2
Bank of America
North Carolina
$1.65B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$580M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$910M
5
5L
5
55I LLC
Massachusetts
$436M

Top Sellers

1
B
1
Barings
North Carolina
$0
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$41.5M
3
EH
3
Equitable Holdings
New York
$2.38M
4
OLVIG
4
Oliver Lagore Vanvalin Investment Group
Michigan
$2.65M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$105M +$22.2M +208,126 +27%
KAS
27
Kestra Advisory Services
Texas
$102M +$12.8M +125,812 +14%
AWM
28
AE Wealth Management
Kansas
$99.3M +$29M +286,289 +41%
Mirae Asset Global Investments
29
Mirae Asset Global Investments
South Korea
$97.4M +$22.8M +224,500 +30%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$95.5M +$2.65M +26,167 +3%
NA
31
NewEdge Advisors
Louisiana
$95.2M +$9.64M +95,090 +11%
AWS
32
Atria Wealth Solutions
New York
$93.4M +$93.4M +921,732 New
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$91.8M +$11.8M +116,908 +15%
SHJ
34
Sharkey, Howes & Javer
Colorado
$85.5M +$5.37M +52,984 +7%
AI
35
Atria Investments
North Carolina
$82.2M +$12.8M +125,923 +18%
Stifel Financial
36
Stifel Financial
Missouri
$77.5M +$4.55M +44,891 +6%
Wealthfront Advisers
37
Wealthfront Advisers
California
$76.7M +$32.1M +316,928 +72%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$74.2M +$7.51M +74,084 +11%
CW
39
CreativeOne Wealth
Kansas
$70.3M +$9.36M +92,369 +15%
PCA
40
Personal Capital Advisors
California
$70.1M +$3.51M +34,661 +5%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$61.6M +$8.74M +86,255 +17%
IWP
42
Icon Wealth Partners
Texas
$60.6M +$9.81M +96,757 +19%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$54.9M +$7.79M +76,858 +17%
HFA
44
High Falls Advisors
New York
$53.4M +$3.35M +33,040 +7%
PFA
45
Pettinga Financial Advisors
Indiana
$53.2M +$6.07M +59,889 +13%
TLFA
46
True Link Financial Advisors
California
$52.1M +$10.3M +101,293 +25%
WWG
47
West Wealth Group
California
$49.3M +$6.95M +68,581 +16%
Prudential Financial
48
Prudential Financial
New Jersey
$46.4M +$10.1M +99,432 +28%
BFG
49
Buttonwood Financial Group
Missouri
$43.8M +$43.8M +431,764 New
SB
50
Strategic Blueprint
Georgia
$43.4M +$2.02M +19,921 +5%
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