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

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$50.4M
2
BF
Brooklyn FI
New York
$486K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.88B
4
BlackRock
BlackRock
New York
$1.29B
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$18.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
126
Snowden Capital Advisors
New York
$11.8M -$24.7K -294 -0.2%
FWP
127
Firethorn Wealth Partners
Georgia
$11.7M -$622K -6,785 -5%
CSWG
128
Cardinal Strategic Wealth Guidance
Kentucky
$11.3M +$2.04M +24,270 +22%
PAG
129
Private Advisor Group
New Jersey
$11.2M -$1.67M -19,934 -13%
CA
130
Cetera Advisors
Colorado
$11.1M +$241K +2,873 +2%
KWS
131
Keystone Wealth Services
California
$10.8M +$533K +6,349 +5%
WMS
132
Wealth Management Solutions
Pennsylvania
$10.8M +$2.9M +34,518 +37%
SPAS
133
Spectrum Planning & Advisory Services
California
$10.7M -$430K -5,123 -4%
CAPTRUST Financial Advisors
134
CAPTRUST Financial Advisors
North Carolina
$10.5M +$765K +9,115 +8%
SWA
135
Stratos Wealth Advisors
Ohio
$10.4M -$2.72M -32,408 -21%
RIA
136
Regal Investment Advisors
Michigan
$10.4M -$527K -6,277 -5%
SCA
137
STALEY CAPITAL ADVISERS
Pennsylvania
$9.91M – – –
CWA
138
Clearview Wealth Advisors
Oregon
$9.89M -$2.28M -27,195 -19%
FHA
139
First Horizon Advisors
Tennessee
$9.86M +$9.2M +109,621 +1,394%
TF
140
Trek Financial
Arizona
$9.57M -$136K -1,624 -1%
PWMG
141
Provence Wealth Management Group
California
$9.47M +$388K +4,630 +4%
AF
142
Advisornet Financial
Minnesota
$9.41M -$1.62M -19,309 -15%
MCIA
143
Mountain Capital Investment Advisors
Colorado
$9.41M +$1.28M +14,798 +16%
Jane Street
144
Jane Street
New York
$9.26M +$9.26M +110,392 New
ASN
145
Advisory Services Network
Georgia
$9.06M -$333K -3,963 -4%
Rockefeller Capital Management
146
Rockefeller Capital Management
New York
$8.92M +$118K +1,411 +1%
Susquehanna International Group
147
Susquehanna International Group
Pennsylvania
$8.62M +$6.36M +75,837 +282%
AWE
148
Avidian Wealth Enterprises
Texas
$8.4M +$773K +9,208 +10%
SAMC
149
Spectrum Asset Management (California)
California
$8.22M -$858K -10,231 -9%
JSW
150
Journey Strategic Wealth
New Jersey
$8.13M +$8.13M +96,848 New
4 5
6
7 8