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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
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 %
BLC
626
Brown, Lisle/Cummings
Rhode Island
$21.2K – – –
PSB
627
Piscataqua Savings Bank
New Hampshire
$20K – – –
JFA
628
JNBA Financial Advisors
Minnesota
$15K -$67.4K -674 -82%
SFCL
629
Strengthening Families & Communities LLC
Massachusetts
$15K – – –
IRC
630
Investors Research Corp
Georgia
$15K +$13.5K +135 +900%
SCA
631
Stonebridge Capital Advisors
Minnesota
$15K +$15K +148 New
GI
632
Gradient Investments
Minnesota
$14K -$19.6K -188 -58%
GM
633
GeoWealth Management
Illinois
$14K +$3.07K +30 +28%
DWMG
634
DB Wealth Management Group
California
$14K +$4.07K +41 +41%
AIC
635
Archer Investment Corporation
Indiana
$11.9K – – –
FFC
636
Fure Financial Corporation
Minnesota
$11K – – –
National Bank of Canada
637
National Bank of Canada
Quebec, Canada
$11K +$11K +112 New
HF
638
Halpern Financial
Virginia
$10.2K +$10.2K +101 New
SWM
639
Selective Wealth Management
Virginia
$10K -$73.1K -702 -88%
SWA
640
SOA Wealth Advisors
New York
$9K – – –
BBPWM
641
Blue Bell Private Wealth Management
Pennsylvania
$8K – – –
BFC
642
Bedel Financial Consulting
Indiana
$7K – – –
HWA
643
HHM Wealth Advisors
Tennessee
$4K – – –
SPWM
644
Spartan Planning & Wealth Management
North Carolina
$4K +$4K +43 New
PA
645
PSI Advisors
Florida
$3K – – –
PMFA
646
Plante Moran Financial Advisors
Michigan
$3K +$529 +6 +21%
JPLA
647
Joseph P. Lucia & Associates
New York
$3K +$3K +25 New
RIM
648
Rockbridge Investment Management
New York
$1.52K – – –
EI
649
Ellevest Inc
New York
$1K – – –
JMF
650
Johnson Midwest Financial
Iowa
$1K +$214 +3 +27%
24 25
26
27 28