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iShares ESG Aware MSCI USA ETF
ESGU

Overview Fund Activity

697 hedge funds and large institutions have $10.6B invested in iShares ESG Aware MSCI USA ETF in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 158 increasing their positions, 369 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
697
Holders Change
-5
Holders Change %
-0.71%
% of All Funds
11.11%
Holding in Top 10
45
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-19.64%
% of All Funds
0.72%
New
57
Increased
158
Reduced
369
Closed
51
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SMFG
Sumitomo Mitsui Financial Group
Japan
$100M
2
VMPIC
Varma Mutual Pension Insurance Co
Finland
$85.8M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$24.1M
4
Northern Trust
Northern Trust
Illinois
$428M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
$22.4M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.16B
2
LPL Financial
LPL Financial
California
$314M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$144M
4
Bank of America
Bank of America
North Carolina
$1.22B
5
Morgan Stanley
Morgan Stanley
New York
$264M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCP
251
Verus Capital Partners
Arizona
$1.78M -$20.5K -218 -1%
CS
252
Comerica Securities
Michigan
$1.78M -$3.57M -37,812 -67%
WANY
253
Wealthspire Advisors (New York)
New York
$1.73M -$143K -1,520 -8%
WLIM
254
White Lighthouse Investment Management
Massachusetts
$1.73M -$21.1K -225 -1%
FG
255
Foster Group
Iowa
$1.72M -$2.07K -22 -0.1%
TB
256
Treynor Bancshares
Iowa
$1.72M +$62.8K +669 +4%
GRP
257
Global Retirement Partners
California
$1.72M -$513K -5,508 -23%
AssetMark Inc
258
AssetMark Inc
California
$1.71M +$244K +2,593 +17%
CFA
259
Cahill Financial Advisors
Minnesota
$1.71M -$73.2K -779 -4%
TI
260
Trexquant Investment
Connecticut
$1.71M +$1.19M +12,712 +233%
LF
261
Lantz Financial
Illinois
$1.7M -$437K -4,652 -20%
RW
262
REDW Wealth
New Mexico
$1.69M -$106K -1,128 -6%
CAM
263
Crestone Asset Management
Colorado
$1.69M – – –
MWM
264
Maripau Wealth Management
Indiana
$1.69M -$1.18M -12,518 -41%
RFP
265
RCS Financial Planning
Maryland
$1.66M -$297K -3,147 -15%
OFP
266
OLIO Financial Planning
Virginia
$1.65M -$55.8K -594 -3%
AWM
267
Axxcess Wealth Management
California
$1.65M +$1.65M +17,556 New
CWA
268
Clearview Wealth Advisors
Oregon
$1.63M -$954K -10,154 -37%
HPM
269
Hoxton Planning & Management
West Virginia
$1.63M -$1.39M -14,822 -46%
Rockefeller Capital Management
270
Rockefeller Capital Management
New York
$1.63M +$546K +5,812 +51%
CAM
271
Cobblestone Asset Management
Virginia
$1.61M +$1.61M +17,139 New
HSBC Holdings
272
HSBC Holdings
United Kingdom
$1.61M -$198K -2,100 -11%
SCA
273
Scott Capital Advisors
Oregon
$1.58M +$4.31K +45 +0.3%
SPC
274
Sigma Planning Corp
Michigan
$1.56M -$467K -4,969 -23%
WAL
275
W Advisors LLC
Tennessee
$1.55M -$117K -1,242 -7%
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