ESGU icon

iShares ESG Aware MSCI USA ETF
ESGU

Overview Fund Activity

702 hedge funds and large institutions have $12.8B invested in iShares ESG Aware MSCI USA ETF in 2023 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 226 increasing their positions, 337 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
702
Holders Change
+5
Holders Change %
+0.72%
% of All Funds
11.07%
Holding in Top 10
56
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-11.11%
% of All Funds
0.88%
New
60
Increased
226
Reduced
337
Closed
50
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
1
Northern Trust
Illinois
$430M
2
MB
2
Mizuho Bank
Japan
$244M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$74.8M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$858M
5
Citigroup
5
Citigroup
New York
$65.7M

Top Sellers

1
SWG
1
Summit Wealth Group
Vermont
$4.68M
2
EWA
2
EP Wealth Advisors
California
$1.01M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.04B
4
BlackRock
4
BlackRock
New York
$593M
5
SMFG
5
Sumitomo Mitsui Financial Group
Japan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HPM
226
Hoxton Planning & Management
West Virginia
$3.13M -$913K -9,372 -23%
BTWM
227
Baker Tilly Wealth Management
Wisconsin
$3.13M +$36.8K +378 +1%
CIAS
228
Capital Investment Advisory Services
North Carolina
$3.06M -$1.4M -14,343 -31%
MWM
229
Maripau Wealth Management
Indiana
$2.97M -$3.32M -34,040 -53%
BNP Paribas Financial Markets
230
BNP Paribas Financial Markets
France
$2.97M +$517K +5,302 +21%
MIM
231
Macroview Investment Management
Maryland
$2.95M -$38.3K -393 -1%
WA
232
Wealth Architects
California
$2.92M +$907K +9,305 +45%
SC
233
Savant Capital
Illinois
$2.89M +$16.9K +173 +0.6%
SWA
234
Stratos Wealth Advisors
Ohio
$2.87M +$406K +4,168 +17%
EH
235
Equitable Holdings
New York
$2.79M +$35.4K +363 +1%
RLIM
236
Red Lighthouse Investment Management
New York
$2.78M – – –
RFC
237
Regions Financial Corp
Alabama
$2.75M +$688K +7,063 +33%
IWA
238
Intercontinental Wealth Advisors
Texas
$2.72M -$13.3K -136 -0.5%
CWA
239
Clearview Wealth Advisors
Oregon
$2.69M -$868K -8,906 -24%
AG
240
Ascent Group
Virginia
$2.68M -$1.29M -13,053 -32%
PCA
241
Pallas Capital Advisors
Massachusetts
$2.6M +$2.36M +23,711 +969%
SFS
242
Sowell Financial Services
Arkansas
$2.57M +$917K +9,405 +55%
AWA
243
Arete Wealth Advisors
Illinois
$2.57M -$263K -2,695 -9%
BWL
244
Bogart Wealth LLC
Virginia
$2.56M +$83.2K +854 +3%
PA
245
Planning Alternatives
Michigan
$2.53M – – –
IWM
246
Integris Wealth Management
California
$2.5M +$135K +1,382 +6%
TWC
247
TD Waterhouse Canada
Ontario, Canada
$2.49M +$43.5K +446 +2%
DT
248
Diversified Trust
Tennessee
$2.45M -$6.82K -70 -0.3%
FAIM
249
Financial Advocates Investment Management
Washington
$2.34M -$130K -1,329 -5%
BSB
250
Bangor Savings Bank
Maine
$2.34M -$57.2K -587 -2%
8 9
10
11 12