ESGU icon

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

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$50.4M
2
BF
2
Brooklyn FI
New York
$486K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.88B
4
BlackRock
4
BlackRock
New York
$1.29B
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$18.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAAS
651
Capital Asset Advisory Services
Michigan
$3K +$3K +30 New
KFI
652
Key Financial Inc
Pennsylvania
$3K +$3K +31 New
IAMOG
653
Investors Asset Management of Georgia
Georgia
$3K +$3K +34 New
JPLA
654
Joseph P. Lucia & Associates
New York
$2K – – –
RIM
655
Rockbridge Investment Management
New York
$1.26K – – –
AR
656
Apeiron RIA
Texas
$1.19K +$641 +74,514 +117%
JMF
657
Johnson Midwest Financial
Iowa
$1K +$176 +3 +21%
APW
658
Axim Planning & Wealth
Ohio
$1K +$1K +7 New
Bank of Montreal
659
Bank of Montreal
Ontario, Canada
$58 -$26 -283 -31%
WF
660
Williams Financial
Vermont
– -$13.3M -131,216 Closed
TWM
661
Tradition Wealth Management
Minnesota
– -$10.9M -107,420 Closed
SWM
662
Scissortail Wealth Management
Oklahoma
– -$6.45M -67,509 Closed
BWP
663
Bernardo Wealth Planning
Pennsylvania
– -$6.16M -60,761 Closed
Verition Fund Management
664
Verition Fund Management
Connecticut
– -$3.01M -29,700 Closed
CCG
665
Capital CS Group
California
– -$2.36M -23,284 Closed
LA
666
Latitude Advisors
Florida
– -$2.3M -22,646 Closed
SHWM
667
Silicon Hills Wealth Management
Texas
– -$908K -8,963 Closed
IWN
668
Independent Wealth Network
Iowa
– -$761K -7,511 Closed
ANTB
669
AMG National Trust Bank
Colorado
– -$760K -7,500 Closed
BC
670
Brio Consultants
California
– -$584K -5,766 Closed
MFA
671
McClarren Financial Advisors
Pennsylvania
– -$533K -5,289 Closed
FANJ
672
Financial Architects (New Jersey)
New Jersey
– -$488K -4,814 Closed
CIBC Asset Management
673
CIBC Asset Management
Ontario, Canada
– -$437K -4,315 Closed
RIM
674
Redwood Investment Management
Arizona
– -$434K -4,284 Closed
GG
675
GenWealth Group
New Jersey
– -$392K -3,871 Closed
25 26
27
28 29