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

Top Sellers

1
SWG
Summit Wealth Group
Vermont
$4.68M
2
EWA
EP Wealth Advisors
California
$1.01M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.04B
4
BlackRock
BlackRock
New York
$593M
5
SMFG
Sumitomo Mitsui Financial Group
Japan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
251
Advisory Alpha
Michigan
$2.33M +$2.05M +21,055 +731%
GRP
252
Global Retirement Partners
California
$2.33M -$229K -2,353 -9%
TWP
253
Tempus Wealth Planning
California
$2.27M -$243K -2,490 -10%
HWM
254
HB Wealth Management
Georgia
$2.27M +$79K +811 +4%
SPIA
255
Steward Partners Investment Advisory
New York
$2.24M -$3.05M -31,259 -58%
LF
256
Lantz Financial
Illinois
$2.22M +$50.8K +521 +2%
FWM
257
Fingerlakes Wealth Management
New York
$2.19M +$100K +1,031 +5%
WS
258
Wedbush Securities
California
$2.14M +$436K +4,477 +26%
CFG
259
Cooper Financial Group
California
$2.11M +$123K +1,267 +6%
SPC
260
Sigma Planning Corp
Michigan
$2.1M -$1.65M -16,901 -44%
VCM
261
Vision Capital Management
Oregon
$2.05M -$187K -1,918 -8%
FTUS
262
Flow Traders U.S.
New York
$2.05M +$2.05M +20,990 New
QPWM
263
Quadrant Private Wealth Management
Pennsylvania
$2.03M -$122K -1,248 -6%
RFP
264
RCS Financial Planning
Maryland
$2.02M -$607K -6,225 -23%
CT
265
Cambridge Trust
Massachusetts
$2.01M +$497K +5,102 +33%
CRI
266
Commonwealth Retirement Investments
Virginia
$1.96M -$6.73K -69 -0.3%
WANY
267
Wealthspire Advisors (New York)
New York
$1.95M -$77.9K -799 -4%
PI
268
PFS Investments
Georgia
$1.95M -$1.32M -13,541 -40%
FA
269
FDx Advisors
Illinois
$1.91M -$1.64M -16,819 -46%
VCP
270
Verus Capital Partners
Arizona
$1.87M -$147K -1,511 -7%
RW
271
REDW Wealth
New Mexico
$1.87M -$122K -1,250 -6%
VWM
272
Venturi Wealth Management
Texas
$1.86M -$165K -1,691 -8%
LB
273
Leo Brokerage
Texas
$1.86M -$4.97K -51 -0.3%
HSBC Holdings
274
HSBC Holdings
United Kingdom
$1.85M -$260K -2,700 -12%
CFA
275
Cahill Financial Advisors
Minnesota
$1.85M -$16.5M -169,013 -90%
9 10
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