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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 %
B
651
Barings
North Carolina
– -$43.4M -402,093 Closed
Qube Research & Technologies (QRT)
652
Qube Research & Technologies (QRT)
United Kingdom
– -$14.9M -137,843 Closed
PG
653
Prostatis Group
Maryland
– -$14.5M -134,009 Closed
JSW
654
Journey Strategic Wealth
New Jersey
– -$7.87M -72,915 Closed
SG Americas Securities
655
SG Americas Securities
New York
– -$7.14M -66,149 Closed
SFS
656
Sowell Financial Services
Arkansas
– -$4.95M -45,856 Closed
MWM
657
Merriman Wealth Management
Washington
– -$4.39M -40,681 Closed
PPW
658
Parcion Private Wealth
Washington
– -$2.86M -27,317 Closed
FHC
659
First Heartland Consultants
Missouri
– -$1.82K -16,849 Closed
1WM
660
1900 Wealth Management
Texas
– -$1.46M -13,488 Closed
CS
661
Credit Suisse
Switzerland
– -$1.21M -11,185 Closed
KM
662
Kalos Management
Georgia
– -$1.11M -10,325 Closed
MP
663
McDonald Partners
Ohio
– -$750K -6,947 Closed
GCM
664
Goldstream Capital Management
Hong Kong
– -$607K -5,625 Closed
COF
665
Capital One Financial
Virginia
– -$598K -5,538 Closed
FWI
666
Facet Wealth Inc
Maryland
– -$573K -5,310 Closed
GCP
667
GSA Capital Partners
United Kingdom
– -$543K -5,028 Closed
SEEDPG
668
S.E.E.D. Planning Group
New York
– -$502K -4,655 Closed
GDP
669
Great Diamond Partners
Maine
– -$475K -4,405 Closed
Vontobel Holding
670
Vontobel Holding
Switzerland
– -$388K -3,600 Closed
Principal Financial Group
671
Principal Financial Group
Iowa
– -$349K -3,235 Closed
B
672
Brightworth
Georgia
– -$338K -3,132 Closed
PFA
673
Pure Financial Advisors
California
– -$324K -2,999 Closed
MKA
674
M. Kulyk & Associates
Georgia
– -$317K -2,942 Closed
ARC
675
Advisor Resource Council
Texas
– -$292K -2,717 Closed
25 26
27
28 29