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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 %
SHGA
151
Sand Hill Global Advisors
California
$9.41M +$3.05M +30,101 +48%
AWE
152
Avidian Wealth Enterprises
Texas
$9.22M +$2.07M +20,445 +29%
MCIA
153
Mountain Capital Investment Advisors
Colorado
$9.21M +$130K +1,326 +1%
PAMG
154
Patton Albertson Miller Group
Tennessee
$9.19M +$791K +7,804 +9%
MYIA
155
Mount Yale Investment Advisors
Colorado
$9.17M +$1.03M +10,159 +13%
DL
156
DOHJ LLC
Washington
$9.01M +$6.82M +67,338 +313%
Baird Financial Group
157
Baird Financial Group
Wisconsin
$8.69M +$426K +4,204 +5%
SPC
158
Sigma Planning Corp
Michigan
$8.51M +$2.51M +24,719 +42%
WWP
159
WR Wealth Planners
Missouri
$8.49M +$8.49M +83,764 New
VWM
160
Venturi Wealth Management
Texas
$8.44M +$1.16M +11,478 +16%
BEC
161
Blue Edge Capital
Virginia
$8.41M -$18.6K -184 -0.2%
AWM
162
Apollon Wealth Management
South Carolina
$8.31M +$110K +1,086 +1%
JIC
163
Joel Isaacson & Co
New York
$7.88M +$1.1M +11,250 +16%
Bessemer Group
164
Bessemer Group
New Jersey
$7.87M +$3.18M +31,372 +68%
PMA
165
Prudent Man Advisors
Illinois
$7.82M +$96.1K +950 +1%
IA
166
IFP Advisors
Florida
$7.64M +$5.01M +83,641 +191%
RSWM
167
Robertson Stephens Wealth Management
California
$7.62M +$395K +3,896 +5%
MIAN
168
Mariner Independent Advisor Network
Kansas
$7.62M +$1.34M +13,206 +21%
FLPIM
169
F.L. Putnam Investment Management
Massachusetts
$7.61M -$554K -5,466 -7%
AC
170
Apella Capital
Connecticut
$7.49M +$959K +9,458 +15%
PL
171
Plancorp LLC
Missouri
$7.45M +$816K +8,052 +12%
MA
172
Mutual Advisors
Nebraska
$7.4M -$1.16M -11,448 -14%
Cerity Partners
173
Cerity Partners
New York
$7.38M +$5.21M +51,421 +241%
Allianz Asset Management
174
Allianz Asset Management
Germany
$7.37M -$4.41M -43,500 -37%
CC
175
Copperleaf Capital
North Carolina
$7.37M +$389K +3,837 +6%
5 6
7
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