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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 %
MRC
276
Millburn Ridgefield Corp
New York
$1.85M +$1.37M +14,078 +289%
WLIM
277
White Lighthouse Investment Management
Massachusetts
$1.82M -$69.5K -713 -4%
MHB
278
Midwest Heritage Bank
Iowa
$1.81M -$144K -1,481 -7%
FG
279
Foster Group
Iowa
$1.79M +$200K +2,057 +13%
ICP
280
Interchange Capital Partners
Pennsylvania
$1.79M +$326K +3,341 +22%
SWM
281
Spire Wealth Management
Virginia
$1.79M -$401K -4,112 -18%
OFP
282
OLIO Financial Planning
Virginia
$1.77M +$10.7K +110 +0.6%
CAM
283
Crestone Asset Management
Colorado
$1.75M -$4.39K -45 -0.2%
DE
284
Day & Ennis
Georgia
$1.75M -$222K -2,279 -11%
WAL
285
W Advisors LLC
Tennessee
$1.73M -$36K -369 -2%
SS
286
Simplicity Solutions
Minnesota
$1.71M -$6.65M -68,214 -80%
GC
287
Garde Capital
Washington
$1.71M -$240K -2,460 -12%
GWM
288
GSB Wealth Management
Connecticut
$1.7M -$3.05M -31,344 -64%
TB
289
Treynor Bancshares
Iowa
$1.69M +$169K +1,760 +11%
WIA
290
World Investment Advisors
California
$1.68M -$178K -1,829 -10%
LFA
291
Legacy Financial Advisors
Kentucky
$1.64M -$16.8K -172 -1%
WCM
292
Windham Capital Management
Massachusetts
$1.62M – – –
RJT
293
Raymond James Trust
Florida
$1.62M -$51.3K -527 -3%
WWM
294
WT Wealth Management
Arizona
$1.62M +$60.8K +624 +4%
SCA
295
Scott Capital Advisors
Oregon
$1.61M +$3.22K +33 +0.2%
TC
296
TownSquare Capital
Utah
$1.57M -$1.08M -11,100 -41%
SFA
297
Sequoia Financial Advisors
Ohio
$1.57M +$120K +1,236 +8%
GAM
298
Gould Asset Management
California
$1.55M -$64.5K -662 -4%
NA
299
Nottingham Advisors
New York
$1.54M -$158K -1,622 -9%
AssetMark Inc
300
AssetMark Inc
California
$1.52M -$583K -5,980 -28%
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