ESGU icon

iShares ESG Aware MSCI USA ETF
ESGU

Overview Fund Activity

697 hedge funds and large institutions have $12B invested in iShares ESG Aware MSCI USA ETF in 2023 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 180 increasing their positions, 364 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
697
Holders Change
-7
Holders Change %
-0.99%
% of All Funds
11.16%
Holding in Top 10
63
Holding in Top 10 Change
-42
Holding in Top 10 Change %
-40%
% of All Funds
1.01%
New
68
Increased
180
Reduced
364
Closed
55
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$347M
2
SMFG
Sumitomo Mitsui Financial Group
Japan
$88.1M
3
M1FG
Mach-1 Financial Group
Arkansas
$48.7M
4
CL
Choreo LLC
Illinois
$26M
5
EWA
EP Wealth Advisors
California
$22.7M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.06B
2
LPL Financial
LPL Financial
California
$501M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$243M
4
BlackRock
BlackRock
New York
$689M
5
PAS
Park Avenue Securities
New York
$201M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
301
Windham Capital Management
Massachusetts
$1.51M +$1.51M +16,644 New
RCM
302
Raleigh Capital Management
North Carolina
$1.5M -$2.02M -22,362 -57%
SW
303
Simplicity Wealth
New Jersey
$1.5M -$1.05M -11,616 -41%
GAM
304
Gould Asset Management
California
$1.5M +$40.6K +449 +3%
Rockefeller Capital Management
305
Rockefeller Capital Management
New York
$1.49M -$8.77M -97,040 -85%
SCA
306
Scott Capital Advisors
Oregon
$1.49M +$1.49M +16,463 New
FG
307
Foster Group
Iowa
$1.48M -$363K -4,014 -20%
WWM
308
WT Wealth Management
Arizona
$1.44M -$184K -2,038 -11%
TB
309
Treynor Bancshares
Iowa
$1.43M +$56.3K +622 +4%
GWP
310
Gateway Wealth Partners
Wisconsin
$1.4M -$2.01M -22,239 -59%
RFA
311
RTD Financial Advisors
Pennsylvania
$1.4M +$73.3K +810 +6%
CT
312
Cambridge Trust
Massachusetts
$1.4M +$31.5K +348 +2%
HAG
313
HF Advisory Group
Maryland
$1.37M +$43.9K +485 +3%
WEG
314
World Equity Group
Illinois
$1.37M -$4.24M -43,845 -76%
ICP
315
Interchange Capital Partners
Pennsylvania
$1.36M -$1.15M -12,704 -46%
SFA
316
Sequoia Financial Advisors
Ohio
$1.34M +$221K +2,443 +20%
TFO
317
Tarbox Family Office
California
$1.34M +$92.8K +1,026 +7%
PA
318
Parallel Advisors
California
$1.33M -$64.6K -714 -5%
D
319
Dentgroup
Louisiana
$1.33M -$1.06M -11,728 -44%
WP
320
WealthPLAN Partners
Nebraska
$1.32M -$76.3K -844 -5%
MCM
321
Mendel Capital Management
Arkansas
$1.32M +$995 +11 +0.1%
JPG
322
Jordan Park Group
California
$1.3M +$10.9K +120 +0.8%
CWM
323
Cornerstone Wealth Management
Missouri
$1.3M +$1.3M +14,392 New
PTC
324
Private Trust Company
Ohio
$1.3M -$739K -8,169 -36%
CCWA
325
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.28M +$1.28M +14,180 New
11 12
13
14 15