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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.

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 Market Value Shares Shares
Change 		Shares
Change %
RA
101
RFG Advisory
Alabama
$18.8M 203,682 +7,949 +4%
KeyBank National Association
102
KeyBank National Association
Ohio
$18.7M 222,936 +8,071 +4%
Thrivent Financial for Lutherans
103
Thrivent Financial for Lutherans
Minnesota
$18.5M 220,950 -762,678 -78%
SMG
104
Spectrum Management Group
Indiana
$18.3M 218,002 -77,183 -26%
LWM
105
Liberty Wealth Management
California
$17.8M 212,154 +4,855 +2%
SPIA
106
Steward Partners Investment Advisory
New York
$17.7M 210,994 +7,766 +4%
Neuberger Berman Group
107
Neuberger Berman Group
New York
$17M 202,352 +157 +0.1%
OPS
108
Orion Portfolio Solutions
Nebraska
$16.9M 201,599 +50,235 +33%
AAS
109
Avantax Advisory Services
Texas
$16.6M 198,310 +28,369 +17%
FFN
110
Focus Financial Network
Minnesota
$16.3M 193,708 +4,204 +2%
SXL
111
Summit X LLC
Missouri
$16M 190,021 -114 -0.1%
PWM
112
Perigon Wealth Management
California
$15.8M 188,700 +2,960 +2%
VHAM
113
Van Hulzen Asset Management
California
$15.5M 184,228 +40 +0%
WP
114
WealthShield Partners
North Carolina
$15.4M 183,485 +854 +0.5%
SWM
115
SigFig Wealth Management
California
$15.3M 136,110 -2,592 -2%
HPWM
116
Highland Private Wealth Management
Washington
$15M 178,948 +460 +0.3%
SEI Investments
117
SEI Investments
Pennsylvania
$15M 178,544 +415 +0.2%
BFA
118
BMS Financial Advisors
South Dakota
$14.7M 136,693 +1,790 +1%
EFG
119
Erickson Financial Group
Pennsylvania
$14.1M 168,059 +3,592 +2%
BHWM
120
Bay Harbor Wealth Management
Maryland
$14M 167,052 +11,295 +7%
I
121
IMPACTfolio
Colorado
$14M 166,432 +7,354 +5%
CWG
122
Crown Wealth Group
North Carolina
$13.7M 163,183 +19,245 +13%
NCM
123
Northwest Capital Management
Oregon
$13.6M 161,670 +12,123 +8%
HI
124
Harbour Investments
Wisconsin
$12.7M 150,910 +150,910 New
WWP
125
Waypoint Wealth Partners
California
$12.4M 147,884 +84,275 +132%
3 4
5
6 7