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iShares ESG Aware MSCI USA ETF
ESGU

703 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 105 funds opening new positions, 188 increasing their positions, 334 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 53

21% more capital invested

Capital invested by funds: $18.3B → $22.1B (+$3.77B)

6% more funds holding

Funds holding: 665 → 703 (+38)

7% less funds holding in top 10

Funds holding in top 10: 113 → 105 (-8)

19.07% less ownership

Funds ownership: 110.13% → 91.06% (-19%)

44% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 334

Holders
703
Holders Change
+38
Holders Change %
+5.71%
% of All Funds
11.3%
Holding in Top 10
105
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-7.08%
% of All Funds
1.69%
New
105
Increased
188
Reduced
334
Closed
53
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$372M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$109M
3
JMPWA
JP Morgan Private Wealth Advisors
California
+$63.3M
4
TLIC
Taiyo Life Insurance Company
Japan
+$44.5M
5
CAN
Cetera Advisor Networks
California
+$44.2M

Top Sellers

Rank Fund Capital Flow
1
CIAS
CFS Investment Advisory Services
New Jersey
-$4.08B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$539M
3
BlackRock
BlackRock
New York
-$172M
4
Morgan Stanley
Morgan Stanley
New York
-$153M
5
Bank of America
Bank of America
North Carolina
-$146M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
276
Aspire Wealth Management
Massachusetts
$2.5M -$146K -1,708 -5%
SWM
277
Spire Wealth Management
Virginia
$2.44M +$908K +10,644 +59%
PPC
278
Park Place Capital
Alabama
$2.42M +$2.44M +28,547 New
RLIM
279
Red Lighthouse Investment Management
New York
$2.41M +$2.43M +28,475 New
SW
280
Simplicity Wealth
New Jersey
$2.39M +$2.41M +28,228 New
IAG
281
Ipsen Advisor Group
Arkansas
$2.37M +$2.39M +28,014 New
IWA
282
Intercontinental Wealth Advisors
Texas
$2.37M +$40.1K +470 +2%
CPG
283
Cornerstone Planning Group
New Jersey
$2.37M +$2.34M +27,446 New
ICP
284
Interchange Capital Partners
Pennsylvania
$2.35M +$127K +1,483 +6%
EH
285
Equitable Holdings
New York
$2.32M +$43K +504 +2%
MCC
286
Money Concepts Capital
Florida
$2.31M +$81.7K +958 +4%
VAS
287
Vestmark Advisory Solutions
Massachusetts
$2.28M -$622K -7,290 -21%
DT
288
Diversified Trust
Tennessee
$2.28M -$337K -3,950 -13%
QPWM
289
Quadrant Private Wealth Management
Pennsylvania
$2.27M +$2.29M +26,833 New
D
290
Dentgroup
Louisiana
$2.24M +$224K +2,622 +11%
Citadel Advisors
291
Citadel Advisors
Florida
$2.21M -$1.89M -22,179 -46%
TWP
292
Tempus Wealth Planning
California
$2.21M -$217K -2,538 -9%
PA
293
Planning Alternatives
Michigan
$2.2M -$187K -2,195 -8%
AA
294
Ancora Advisors
Ohio
$2.19M +$16.1K +189 +0.7%
VCM
295
Vision Capital Management
Oregon
$2.18M -$31.9K -374 -1%
PI
296
PFS Investments
Georgia
$2.14M -$71.7K -841 -3%
BNP Paribas Financial Markets
297
BNP Paribas Financial Markets
France
$2.12M – – –
TWC
298
TD Waterhouse Canada
Ontario, Canada
$2.11M +$1.79K +21 +0.1%
HF
299
HRT Financial
New York
$2.1M +$1.74M +20,404 +467%
RZH
300
Relyea Zuckerberg Hanson
Connecticut
$2.1M +$1.73M +20,234 +449%
10 11
12
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ESGU Hedge Fund Activity: Q4 2022 in Review

703 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA ETF (ESGU) for Q4 2022, worth a combined $22.1B — up 21% from $18.3B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new ESGU positions and 53 closed out — a net gain of 52 holders — while 188 added to existing stakes and 334 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $372M. The largest seller was CFS Investment Advisory Services, cutting an estimated $4.08B.

  • 703 institutional investors held iShares ESG Aware MSCI USA ETF (ESGU) as of Q4 2022, up from 665 in Q3 2022.
  • Funds reported $22.1B of iShares ESG Aware MSCI USA ETF stock for Q4 2022, up 21% quarter-over-quarter.
  • 105 funds opened new iShares ESG Aware MSCI USA ETF positions in Q4 2022 and 53 closed out, a net change of +52 holders.
  • The largest iShares ESG Aware MSCI USA ETF buyer in Q4 2022 was JP Morgan Chase, an estimated $372M added.
  • The largest iShares ESG Aware MSCI USA ETF seller in Q4 2022 was CFS Investment Advisory Services, an estimated $4.08B sold.

Based on aggregated 13F filings for Q4 2022.