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iShares ESG Aware MSCI USA ETF
ESGU

Overview Fund Activity

704 hedge funds and large institutions have $22.1B invested in iShares ESG Aware MSCI USA ETF in 2022 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 187 increasing their positions, 334 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
704
Holders Change
+41
Holders Change %
+6.18%
% of All Funds
11.36%
Holding in Top 10
105
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.25%
% of All Funds
1.69%
New
107
Increased
187
Reduced
334
Closed
52
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$883M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$145M
3
AWA
Arete Wealth Advisors
Illinois
$4.28B
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$67.8M
5
TLIC
Taiyo Life Insurance Company
Japan
$111M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$43.5M
2
BF
Brooklyn FI
New York
$435K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.5B
4
BlackRock
BlackRock
New York
$1.02B
5
Morgan Stanley
Morgan Stanley
New York
$574M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMG
151
Provence Wealth Management Group
California
$8.68M -$1.62M -19,146 -16%
AF
152
Advisornet Financial
Minnesota
$8.66M -$528K -6,229 -6%
SCA
153
STALEY CAPITAL ADVISERS
Pennsylvania
$8.48M -$12.7K -150 -0.1%
JSW
154
Journey Strategic Wealth
New Jersey
$8.42M +$520K +6,130 +7%
AG
155
Ascent Group
Virginia
$8.24M +$1.18M +13,886 +17%
PL
156
Plancorp LLC
Missouri
$8.01M +$1.57M +18,576 +24%
CWA
157
Clearview Wealth Advisors
Oregon
$7.85M -$2.46M -29,041 -24%
MA
158
Mutual Advisors
Nebraska
$7.81M -$2.09M -24,631 -21%
CAPTRUST Financial Advisors
159
CAPTRUST Financial Advisors
North Carolina
$7.75M -$1.73M -20,362 -18%
TCA
160
Transcend Capital Advisors
New Jersey
$7.66M -$872K -10,291 -10%
DL
161
DOHJ LLC
Washington
$7.53M +$1.11M +13,080 +17%
PAG
162
Private Advisor Group
New Jersey
$7.36M -$425K -7,706 -5%
AWE
163
Avidian Wealth Enterprises
Texas
$7.35M -$890K -10,497 -11%
4WM
164
4J Wealth Management
Virginia
$7.34M -$774K -9,135 -10%
PMA
165
Prudent Man Advisors
Illinois
$7.21M +$489K +5,774 +7%
BEC
166
Blue Edge Capital
Virginia
$7.13M +$384K +4,532 +6%
PO
167
Private Ocean
California
$7.06M +$782K +9,223 +12%
LNWWM
168
Laird Norton Wetherby Wealth Management
California
$7.04M +$10.4K +123 +0.1%
VIA
169
Virtus Investment Advisers
Connecticut
$7.01M – – –
MLA
170
My Legacy Advisors
Oregon
$6.97M +$1.32M +14,396 +23%
SFS
171
Sowell Financial Services
Arkansas
$6.97M +$3.84M +45,275 +123%
PA
172
PFG Advisors
Arizona
$6.79M -$14.9K -176 -0.2%
Baird Financial Group
173
Baird Financial Group
Wisconsin
$6.73M -$639K -7,535 -9%
GIA
174
Goodwin Investment Advisory
Georgia
$6.71M -$30.2M -356,890 -82%
MYIA
175
Mount Yale Investment Advisors
Colorado
$6.68M -$1.58M -18,681 -19%
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