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iShares ESG Aware MSCI USA ETF
ESGU

Overview Fund Activity

648 hedge funds and large institutions have $22.3B invested in iShares ESG Aware MSCI USA ETF in 2021 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 314 increasing their positions, 117 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
648
Holders Change
+97
Holders Change %
+17.6%
% of All Funds
10.01%
Holding in Top 10
110
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+26.44%
% of All Funds
1.7%
New
142
Increased
314
Reduced
117
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$6.03B
2
BlackRock
2
BlackRock
New York
$1.8B
3
LPL Financial
3
LPL Financial
California
$1.2B
4
Bank of America
4
Bank of America
North Carolina
$1.61B
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$218M

Top Sellers

1
MB
1
Mizuho Bank
Japan
$0
2
CFG
2
Cooper Financial Group
California
$4.74M
3
LWM
3
Liberty Wealth Management
California
$20.6K
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$19.9M
5
NAG
5
Northstar Advisory Group
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FFC
626
Fure Financial Corporation
Minnesota
$12K – – –
EWM
627
Evermay Wealth Management
Virginia
$12K +$12K +114 New
RI
628
Rinkey Investments
California
$12K +$12K +115 New
GM
629
GeoWealth Management
Illinois
$11K -$2.26K -22 -17%
DWMG
630
DB Wealth Management Group
California
$11K – – –
SWA
631
SOA Wealth Advisors
New York
$10K – – –
MTWM
632
Masso Torrence Wealth Management
New Jersey
$9K +$9K +80 New
BBPWM
633
Blue Bell Private Wealth Management
Pennsylvania
$8K +$8K +75 New
BFC
634
Bedel Financial Consulting
Indiana
$7K +$7K +66 New
JWA
635
JFS Wealth Advisors
Pennsylvania
$6K +$6K +51 New
RK
636
Rather & Kittrell
Tennessee
$6K +$6K +64 New
HWA
637
HHM Wealth Advisors
Tennessee
$4K – – –
WWM
638
Wolff Wiese Magana
California
$4K – – –
PA
639
PSI Advisors
Florida
$3K – – –
PMFA
640
Plante Moran Financial Advisors
Michigan
$3K – – –
RIM
641
Rockbridge Investment Management
New York
$2K – – –
RFA
642
Reilly Financial Advisors
California
$2K – – –
IRC
643
Investors Research Corp
Georgia
$2K – – –
TC
644
TAP Consulting
Missouri
$2K +$2K +15 New
SSB
645
Sandy Spring Bank
Maryland
$2K +$2K +20 New
FHC
646
First Heartland Consultants
Missouri
$1.82K +$6 +58 +0.3%
EI
647
Ellevest Inc
New York
$1K – – –
JMF
648
Johnson Midwest Financial
Iowa
$1K +$364 +4 +57%
CCC
649
Crescent Capital Consulting
Louisiana
$1K +$1K +9 New
BBHC
650
Brown Brothers Harriman & Co
New York
$67 – – –
24 25
26
27 28