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iShares ESG Aware MSCI USA ETF
ESGU

Overview Fund Activity

697 hedge funds and large institutions have $12B invested in iShares ESG Aware MSCI USA ETF in 2023 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 180 increasing their positions, 364 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
697
Holders Change
-7
Holders Change %
-0.99%
% of All Funds
11.16%
Holding in Top 10
63
Holding in Top 10 Change
-42
Holding in Top 10 Change %
-40%
% of All Funds
1.01%
New
68
Increased
180
Reduced
364
Closed
55
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$347M
2
SMFG
2
Sumitomo Mitsui Financial Group
Japan
$88.1M
3
M1FG
3
Mach-1 Financial Group
Arkansas
$48.7M
4
CL
4
Choreo LLC
Illinois
$26M
5
EWA
5
EP Wealth Advisors
California
$22.7M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2.06B
2
LPL Financial
2
LPL Financial
California
$501M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$243M
4
BlackRock
4
BlackRock
New York
$689M
5
PAS
5
Park Avenue Securities
New York
$201M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
251
Planning Alternatives
Michigan
$2.35M – – –
TWP
252
Tempus Wealth Planning
California
$2.34M -$24K -265 -1%
BWL
253
Bogart Wealth LLC
Virginia
$2.3M +$213K +2,356 +10%
FAIM
254
Financial Advocates Investment Management
Washington
$2.29M -$2.12M -23,389 -48%
CFD
255
Creative Financial Designs
Indiana
$2.29M -$1.81M -19,982 -44%
SWA
256
Stratos Wealth Advisors
Ohio
$2.28M -$2.17M -23,951 -49%
DT
257
Diversified Trust
Tennessee
$2.28M -$149K -1,651 -6%
TWC
258
TD Waterhouse Canada
Ontario, Canada
$2.28M +$9.34K +103 +0.4%
BNP Paribas Financial Markets
259
BNP Paribas Financial Markets
France
$2.27M +$12.8K +142 +0.6%
BSB
260
Bangor Savings Bank
Maine
$2.22M +$233K +2,580 +12%
IWM
261
Integris Wealth Management
California
$2.19M -$30.8K -341 -1%
AWMNH
262
Arcadia Wealth Management (New Hampshire)
New Hampshire
$2.14M -$2.16M -23,863 -50%
VCM
263
Vision Capital Management
Oregon
$2.08M -$245K -2,709 -11%
HWM
264
HB Wealth Management
Georgia
$2.03M -$1.27M -14,093 -39%
SWM
265
Spire Wealth Management
Virginia
$2.03M -$572K -6,320 -22%
LF
266
Lantz Financial
Illinois
$2.01M -$2.76M -30,547 -58%
QPWM
267
Quadrant Private Wealth Management
Pennsylvania
$2M -$430K -4,751 -18%
HSBC Holdings
268
HSBC Holdings
United Kingdom
$1.98M – – –
WMS
269
Wealth Management Solutions
Pennsylvania
$1.97M -$10.4M -114,637 -84%
AssetMark Inc
270
AssetMark Inc
California
$1.95M -$218K -2,414 -10%
SIM
271
Seaview Investment Managers
Florida
$1.94M -$29.8K -329 -2%
FWM
272
Fingerlakes Wealth Management
New York
$1.94M +$138K +1,527 +8%
BFEC
273
Benjamin F. Edwards & Company
Missouri
$1.92M -$1.7M -18,740 -47%
RFC
274
Regions Financial Corp
Alabama
$1.92M +$111K +1,226 +6%
VWM
275
Venturi Wealth Management
Texas
$1.88M -$3.37M -37,293 -64%
9 10
11
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