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iShares ESG Aware MSCI USA ETF
ESGU

Overview Fund Activity

658 hedge funds and large institutions have $19.3B invested in iShares ESG Aware MSCI USA ETF in 2022 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 282 increasing their positions, 236 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
658
Holders Change
+9
Holders Change %
+1.39%
% of All Funds
11.13%
Holding in Top 10
104
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.31%
% of All Funds
1.76%
New
76
Increased
282
Reduced
236
Closed
58
Calls
$277K
Puts
–
Net Calls
+$277K
Net Calls Change
-$37K

Top Buyers

1
TF
TIAA FSB
Florida
$339M
2
SMFG
Sumitomo Mitsui Financial Group
Japan
$74.3M
3
Bank of America
Bank of America
North Carolina
$1.43B
4
TLIC
Taiyo Life Insurance Company
Japan
$65.9M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$53.2M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$50.4M
2
BF
Brooklyn FI
New York
$486K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.88B
4
BlackRock
BlackRock
New York
$1.29B
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$18.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPA
476
Beacon Pointe Advisors
California
$391K +$70.9K +843 +22%
BBA
477
BLB&B Advisors
Pennsylvania
$388K -$64.4K -767 -14%
CIBC World Market
478
CIBC World Market
Ontario, Canada
$381K +$14.2K +170 +4%
RWM
479
RKL Wealth Management
Pennsylvania
$374K +$1.18K +14 +0.3%
USCWA
480
U.S. Capital Wealth Advisors
Texas
$373K +$189K +2,254 +103%
CG
481
Colony Group
Massachusetts
$372K +$372K +4,430 New
MFG
482
Magnus Financial Group
New York
$371K -$27.9K -333 -7%
DADC
483
D.A. Davidson & Co
Montana
$363K -$291K -3,461 -44%
RFN
484
RDA Financial Network
Iowa
$359K -$33.3K -397 -8%
CAM
485
Cresset Asset Management
Illinois
$358K +$47.6K +1,000 +15%
HFS
486
Howard Financial Services
Texas
$356K +$168 +2 +0%
SPWM
487
Schrum Private Wealth Management
Florida
$355K -$228K -2,712 -39%
AAM
488
Ameraudi Asset Management
New York
$355K – – –
SAM
489
Strategy Asset Managers
California
$352K -$260K -3,099 -42%
MPWT
490
MassMutual Private Wealth & Trust
Connecticut
$346K +$21.3K +254 +7%
B
491
Bailard
California
$335K – – –
OWM
492
Opes Wealth Management
California
$333K +$69.7K +830 +26%
CPO
493
Cerity Partners OCIO
New York
$330K +$33.8K +403 +11%
Lido Advisors
494
Lido Advisors
California
$325K – – –
1WA
495
180 Wealth Advisors
Washington
$323K -$22.7K -267 -7%
ACI
496
Alpha Cubed Investments
California
$322K -$20.5K -245 -6%
SC
497
Scotia Capital
Ontario, Canada
$320K -$20.5K -244 -6%
BSSFA
498
Baron Silver Stevens Financial Advisors
Florida
$318K +$318K +3,800 New
ZIG
499
Zurich Insurance Group
Switzerland
$316K -$247K -2,947 -44%
GVAG
500
Great Valley Advisor Group
Delaware
$316K -$6.29K -75 -2%
18 19
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