ESGU icon

iShares ESG Aware MSCI USA ETF
ESGU

Overview Fund Activity

704 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 107 funds opening new positions, 187 increasing their positions, 334 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
704
Holders Change
+41
Holders Change %
+6.18%
% of All Funds
11.36%
Holding in Top 10
105
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.25%
% of All Funds
1.69%
New
107
Increased
187
Reduced
334
Closed
52
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$370M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$109M
3
AWA
Arete Wealth Advisors
Illinois
+$98M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$62.9M
5
TLIC
Taiyo Life Insurance Company
Japan
+$44.2M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$4.05B
2
BF
Brooklyn FI
New York
-$559M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$536M
4
BlackRock
BlackRock
New York
-$170M
5
Morgan Stanley
Morgan Stanley
New York
-$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPI
301
Sutton Place Investors
New York
$2.08M -$291K -3,428 -12%
IWM
302
Integris Wealth Management
California
$2.08M +$2.08M +24,565 New
WANY
303
Wealthspire Advisors (New York)
New York
$2.04M -$579K -6,833 -22%
AssetMark Inc
304
AssetMark Inc
California
$2.03M -$306K -3,612 -13%
BWL
305
Bogart Wealth LLC
Virginia
$1.96M +$99.2K +1,171 +5%
PTC
306
Private Trust Company
Ohio
$1.91M -$223K -2,632 -10%
SC
307
Savant Capital
Illinois
$1.91M -$1.71M -21,227 -47%
HIM
308
Hanlon Investment Management
New Jersey
$1.9M -$234K -2,760 -11%
EWA
309
EverSource Wealth Advisors
Alabama
$1.87M -$200K -2,364 -10%
BSB
310
Bangor Savings Bank
Maine
$1.86M – – –
Brown Advisory
311
Brown Advisory
Maryland
$1.86M +$1.86M +21,903 New
HSBC Holdings
312
HSBC Holdings
United Kingdom
$1.86M – – –
LFA
313
Legacy Financial Advisors
Kentucky
$1.85M +$68.2K +805 +4%
SIM
314
Seaview Investment Managers
Florida
$1.85M -$8.48K -100 -0.5%
GC
315
Garde Capital
Washington
$1.79M +$1.49M +17,575 +503%
WLIM
316
White Lighthouse Investment Management
Massachusetts
$1.73M -$139K -1,636 -7%
FG
317
Foster Group
Iowa
$1.72M +$71.3K +841 +4%
SG
318
StoneX Group
New York
$1.72M -$445K -5,251 -21%
RFC
319
Regions Financial Corp
Alabama
$1.69M +$211K +2,486 +14%
FWM
320
Fingerlakes Wealth Management
New York
$1.69M +$28.5K +336 +2%
LWAC
321
Laurel Wealth Advisors (California)
California
$1.67M -$243K -2,864 -13%
RW
322
REDW Wealth
New Mexico
$1.59M +$593 +7 +0%
OMC
323
Old Mission Capital
Illinois
$1.58M -$1.05M -12,400 -40%
WA
324
Wealth Architects
California
$1.56M +$744K +8,784 +91%
SCFS
325
S.C. Financial Services
Arizona
$1.53M -$741K -8,744 -33%
11 12
13
14 15